Turn PDF Financial Statements into Patterns
Stop keying pages of bank statements into Excel and start getting immediate insights with Red Bike Advisors StatementIQ
Whether you’re a family law attorney dealing with alimony, a business attorney representing a company, or an estate attorney reviewing decedent’s accounts, you may face some of these challenges when it comes to translating financial data:
Budget Crunch
Client doesn't have the funds for a full-scale forensic accounting investigation, but you're dedicated to a good outcome.
Keying Errors
Hand-keying data takes hours and opens the possibility of errors that could change the case.
Numbers Under Scrutiny
Staring down mounds of PDF financial data and not feeling confident in the summary.
Introducing Red Bike Advisors StatementIQ
Bank Statements from PDF to Excel
Done for you: We convert bank statements and other standard financial documents from a mound of unusable PDF statements to an easy-to-navigate Excel format.
Searchable and Usable Financial Data
A summary report in Excel containing transaction descriptions, individual withdrawals and deposits, and a running balance can easily be analyzed, manipulated, and calculated.
Flat, Transparent Pricing
This packaged service offering is affordable and straightforward for smaller cases and clients that don't require full-service forensic accounting support.
From PDF Piles
To Ready-to-Analyze
StatementIQ Starter
Ideal for attorneys and paralegals who don't have time to key in financial data.
Starting at
$1,700
Package Details
- Setup and sorting: Save documents, remove junk pages, combine PDFs
- PDF –> Excel: Convert bank, credit card, and retirement statements to Excel
Deliverables
- Text copy of statements
- Searchable cleaned and combined PDF of statements
- Excel workbook of statements containing complete transactions, summary, and pivot table data
Turnaround: Delivery within a week from receipt of statements
StatementIQ Standard
Ideal for attorneys and paralegals who need a next-level cleaning job.
Starting at
$3,600
Package Details
Everything from STARTER, plus:
- Cleaned transaction names
- Check Payees and Memos detail
- Deposits and Memos detail
Deliverables
- Text copy of statements
- Searchable cleaned and combined PDF of statements
- Excel workbook of statements containing complete transactions, summary, and pivot table data
Turnaround: Delivery within two weeks from receipt of statements
*Scope of work can be adjusted to meet specific needs of attorney and/or client.
How StatementIQ Gives You Confidence in Your Cases
| Without StatementIQ | With StatementIQ | |
|---|---|---|
| Document Processing | Hand-keying statements or partial statements with possiblity of errors | PDF documents converted to an easy-to-navigate Excel format |
| Analysis | Pages and pages of PDF statements and no way to find relevant data. | Ability to quickly manipulate and calculate data for analysis |
| Peace of Mind | Unsure if you missed important transactions or keyed in data incorrectly | Confidence in knowing all transactions are accounted for |
Who is Red Bike Advisors StatementIQ for?
- Paralegals who are dedicated to serving clients at the highest level, no matter the budget.
- Attorneys who need clarity around financial statements in order to argue cases with proper evidence and backup.
- Clients who want transparency into the bank activity of the opposing part and clarity around transactions.