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Upload your first commission statement to Stateable

Drop a PDF, Excel, or CSV into the Upload sheet and watch Stateable parse it into structured data.

Written by Rich Schaeffer

Stateable parses carrier commission statements so your team can filter, tag, and export the data without retyping anything. This guide walks through your first upload.

You'll need: a Stateable account, and at least one commission statement to upload (PDF, Excel, or CSV).

How to upload a statement

  1. Click Upload in the top bar. An Upload Documents sheet slides out from the right side of the screen.

  2. Drag one or more statement files onto the drop zone, or click the drop zone to open a file picker. You can queue several files at once.

  3. Each file starts processing automatically. There is no separate "submit" button.

What happens after you drop the file

Every upload passes through three steps, shown as dots in the upload card:

  1. Analyzing — Stateable inspects the file and identifies which carrier and document type it is.

  2. Parsing — the document's rows are extracted and normalized into your organization's data.

  3. Done — rows are now available in the Data tab, and the file appears in the Documents tab.

Parsing usually finishes in under a minute. Longer statements (hundreds of pages) can take a few minutes. You can close the upload sheet and keep working — processing runs in the background, and the Currently parsing queue is visible to everyone in your organization.

Supported file types

  • PDF — native, scanned, or a mix of both.

  • Excel — .xlsx and .xls workbooks.

  • CSV — any carrier's format; Stateable infers the columns.

Troubleshooting

  • The card shows "No Match" — Stateable doesn't yet recognize this carrier's layout. See Understand document statuses and what they mean for next steps.

  • The card shows "Duplicate" — a file with identical content was already processed. The earlier statement's data is still in place; no action is needed.

  • The upload sheet looks empty after a refresh — parsing keeps running in the background. Check the Currently parsing section at the top of the sheet, which is shared across your org and survives reloads.

Related

  • Understand document statuses and what they mean

  • Find, preview, and download your statements

  • Delete or reprocess a statement after parsing

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