Set up your workspace, parse your first statement, and learn the language Stateable uses across the app.
Drop in PDFs, Excel, or CSV files; track processing; preview, download, and clean up your document library.
Search, filter, sort, and customize the Data grid so you can find any row across millions of statement lines.
Map carrier values to your own categories with basic rules, or build conditional logic with advanced rules.
Run one-off exports from any filtered view or schedule recurring deliveries to email, Slack, S3, and more.
Ask the assistant questions about your data, approve the changes it proposes, and recover from a bad answer.
Invite teammates, set permissions, switch organizations, update your profile, and connect Google or Microsoft login.
Understand your plan, what happens at trial expiration, how to change plans, and how to reach Stateable Support.