Affiant Statements

Desktop software

Statements in.
A workbook out.

Affiant Statements reads bank and credit card statement PDFs and returns every transaction in one spreadsheet, with the date, description, amount and account already in their own columns. It runs on your computer.

Windows 10 or later. Cancel any time.

The work it replaces

Three years of statements is a week you do not get back.

Discovery arrives as a stack of PDFs. Somebody has to turn it into something you can sort, total and put in front of a judge. That somebody has been typing.

36

Monthly statements in a three year lookback, for a single account.

4–6

Accounts in a contested case is ordinary, and each one is its own format.

1

Transposed digit is all it takes for the other side to question the exhibit.

How it works

Four steps, and none of them are typing.

1

Drop the PDFs in

Downloaded statements or scanned ones. Several accounts at once is fine, and they do not have to be from the same bank.

2

It reads every page

Each transaction comes back with its date, the description exactly as printed, a signed amount, and the account it belongs to. Deposits and withdrawals are separated for you.

3

You get a workbook

An Excel file, sorted and ready to filter, total or pivot. Open it in Excel, hand it to an expert, or attach it to a filing.

4

Check the ones that matter

Every row keeps a reference back to the statement and page it came from, so verifying a number takes seconds rather than a search.

Who it is for

Built for the people who have to prove the number.

It was written for family law, where the statements are the case. It works anywhere the same problem shows up.

Family law

Attorneys

Marital balance sheets, dissipation claims and support calculations, without waiting on a paralegal to finish typing before you can see the picture.

Financial analysis

CDFAs

Get to the analysis. The part of the engagement clients actually pay for starts once the data is in a spreadsheet, not while it is being entered.

Accounting

Forensic accountants

Tracing, reconstruction and lifestyle analysis across accounts and years, from source documents you can point back to.

Works with Claude

Ask it which statements are worth reading.

If you use the Claude desktop app, Affiant can work inside it. Point Claude at a folder of discovery and it will tell you what is in each file before you spend anything: how many pages, whether those pages carry real text or are flattened scans, and how much of it this computer has already read.

Then you say which ones to run. Claude runs them through Affiant and puts the workbook where you asked for it.

Look before you pay

Checking a folder costs nothing and makes no API calls. A thousand page scan and a forty page statement are very different jobs, and you find out which one you are holding before you commit to it.

Ask in plain words

Nothing to learn. “What is in this folder” works, and so does “run the two Wells Fargo statements into a workbook on my desktop.” Plain sentences, the way you would ask a person.

You approve every step

Claude asks before it uses Affiant, every time, so nothing happens that you did not agree to. You can switch it off again in one click.

Setting it up is one button in Settings and about a minute. It is optional. Affiant works exactly as it always has without it.

Where your documents go

Nowhere we can read them.

It runs on your machine

Affiant Statements is a program you install, not a website you upload to. Your statements and the workbooks it produces stay on your computer and on whatever backup you already use.

We never receive your files, we do not store them, and there is no account holding your documents.

Your own reading key

The reading is done by Anthropic’s Claude, and you supply your own API key. Pages go from your computer to Anthropic and the results come straight back. Nothing routes through us.

That key is also what makes the cost honest: you pay Anthropic for the pages you actually read, at their price, with no margin added.

Pricing

One price. No page limits.

Subscription

$200a month

Plus what you spend on your own Anthropic key, which for most cases is a few dollars.

Cancel any time. Your activation key arrives by email within a minute.

  • Unlimited statements and unlimited pages
  • Every bank format, including scanned and photographed pages
  • Excel workbooks with a reference back to the source page
  • Works inside the Claude desktop app, if you use one
  • One computer at a time, moved between machines whenever you like
  • Updates included, with no separate upgrade charge
  • Support direct from the person who wrote it
Questions

Before you subscribe

Do I need the Claude desktop app to use Affiant?

No. Affiant is a program you install and run on its own, and it reaches Anthropic directly with your own API key. Separately, if you happen to use the Claude desktop app, there is an optional setup that lets Claude look through a folder of statements and run the ones you pick. Everything works the same either way.

What is an Anthropic API key, and why do I need my own?

It is an account with Anthropic, the company that makes the Claude models doing the reading. You create one at console.anthropic.com, add a payment method, and paste the key into the app once.

The alternative would be for us to buy that capacity and resell it to you with a markup, and to route your clients’ statements through our servers to do it. Your own key is cheaper and keeps your documents out of our hands entirely.

How much does the Anthropic side actually cost?

It depends on page count and whether the statements were downloaded or scanned. Downloaded PDFs are cheaper to read than photographs of paper.

Start with about ten pages on your first run. It tells you in a couple of minutes what a full case will cost before you commit to one.

Will it handle my client’s bank?

It is not built from a list of banks, so there is no format it has been taught and others it has not. It reads the page the way a person would.

If a statement does come back wrong, send it over. Documents that trip it up are how it gets better.

Can I put it on my laptop and my desktop?

One computer at a time. Moving it takes about five seconds: open Settings on the old machine, choose Release this computer, then activate on the new one. There is no limit on how often you move it.

Do I have to check its work?

Yes, and the app is built on that assumption. Every row keeps a reference back to the statement and page it came from, and the categories it assigns are a first pass meant to be corrected, not a finding.

It is a tool for producing evidence. The judgment about what the numbers mean stays yours.

What happens if I cancel?

The subscription stops at the end of the period you have paid for and the key stops activating after that. Every workbook you have already produced is a file on your computer and stays yours.

Get started

Try it on the case that is on your desk.

Ten pages will tell you more than any description of it will. Your key arrives by email within a minute of subscribing.

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