Get Altia Investigation Toolkit

The Altia Investigation Toolkit is designed to streamline the process of converting bank statements into usable Excel worksheets. This guide will help you fill out the toolkit online, ensuring accuracy and efficiency in your investigations.

Follow the steps to complete the Altia Investigation Toolkit online.

1. Click ‘Get Form’ button to access the toolkit and open the form in your preferred online editing software.
2. Review the introductory section of the form carefully to understand the purpose of the toolkit and its capabilities in processing bank statements.
3. Enter your details into the general information section. This may include your name, contact information, and relevant organizational details if applicable.
4. Specify the type of bank statements you will be inputting, indicating whether they are in paper (.tif, .pdf) or electronic (.txt, .csv) format.
5. Utilize the digital gridding tool provided in the toolkit to accurately format and adjust your bank statements before conversion to Excel format.
6. Review and correct any OCR errors using the correction features available within the toolkit to ensure all transactions are accurate.
7. Customize the output settings if necessary, allowing you to define specific formats or categories for the spreadsheet.
8. Process all bank statements as outlined, ensuring that each statement is accurately reflected in the resulting Excel worksheet.
9. Once completed, you can save your changes, download the resulting spreadsheet, print it for your records, or share it with colleagues as needed.

Start using the Altia Investigation Toolkit online today to enhance your investigation process.