Free on-screen proof. One price per matter, paid once. Never per page.
Your first matter needs no account: drop a statement set, read the register and the proof on screen. The second asks for a sign-in; after two on the account, a matter credit lets you run and read as many as you need.
One matter, any number of accounts and statements, the full exhibit and schedules. Paid once, never renews.
For the practice whose hours go on a client's invoice or a fee application. The keying, the tie-out and the chain come from the method; your hours go to the exceptions, the bank copies, the declaration and the stand.
The exhibit names your reviewer and logs every edit under that name. Several reviewers on one account, and custom solutions built around how your practice works: the layouts you send, your keyword list and key-date defaults kept.
Agreed in writing. Write and we will answer in writing. Until then every matter is $999, no minimum, no commitment.
Talk to usReceivers' fee applications are public, and they itemise the statement work. In SEC v. Complete Business Solutions Group (Par Funding), S.D. Fla. No. 9:20-cv-81205, the receiver's eighth fee application (DE 1358, 2022) bills staff at $125 an hour to search for "possible software solutions to convert PDF bank statements from BOA into Excel" and then to extract the transactions into a spreadsheet by hand, while the receiver reviews the same bank records at $395. In SEC v. Reliable One Resources, E.D. Tex. No. 6:23-cv-00006, the receiver's application for the last quarter of 2025 (ECF 133) bills a forensic-accounting senior associate at $235 an hour to collect statements, upload them to a conversion tool and "standardize bank account activity data", entry after entry, with an engagement leader at $335 reviewing the tracing. One matter here is $999, paid once, for every statement in it; the register, the tie-out and the chain are on screen before anything is paid.
Both applications are on the receivers' public sites: Par Funding, DE 1358 (time entries of 20 and 23 May 2022) · Reliable One, ECF 133 (Exhibit C: billing summary and December 2025 entries).
A file that could not be read is still listed in the exhibit with the reason. If a layout is not recognised, email the bank name and it is added within one business day for a digital statement downloaded from the bank.
Sales tax or VAT, where it applies, is added at checkout.
One upload session: as many accounts, months and files as the matter holds, up to 200 files of 300 pages each. A rerun of the same files within 90 days, with or without hand edits, costs nothing, and so does adding a missed statement or two to it. Nothing is used until you download: running a matter and reading it on screen never spends a credit. The first matter needs no account, the second a sign-in, and after two on the account a credit.
It is still in the exhibit: identity block, structure checks, the reason it was not read and the list of checks that did not run. You see all of that on screen before you pay.
No price per page. The caps above exist so one file cannot exhaust the server; a file over cap is examined and listed with the reason.
If a row is read wrong, the remedy is a further matter run at no charge, never a payment back. The term is in the terms.
You do. The engine produces the figures; the reviewer named on the cover reviews the register and the exceptions before the exhibit is downloaded, and every hand edit is logged in the exhibit under that name with the value as read beside the value as exported. That is the record an examiner needs to testify that they prepared or oversaw the preparation of the summary.
If the exhibit does not match what the on-screen proof showed, write within 14 days and it is refunded, no questions. See refunds.