Stateable turns messy, carrier-specific commission statements into clean rows of data: the PDFs your team receives every month become something you can search, filter, label, and export — like a tidy spreadsheet. If you've ever copy-pasted commission rows out of a PDF, that's the work we replace. This article gives you the lay of the land so the rest of the help center makes sense.
What you'll do in the app
A typical Stateable workflow has four parts:
Upload statements. Drop in PDFs, Excel, or CSV files from any carrier. Stateable figures out the layout and pulls the rows out for you.
Explore the data. Search, filter, and sort the rows on the Data tab. Build views that answer the question you're trying to answer.
Tag and enrich. Add custom fields (columns you define) and rules so the details Stateable can't know on its own — your internal account types, business lines, broker IDs — get filled in on every row that needs them.
Share the result. Export to CSV, JSON, or Excel for a one-off pull, or set up a recurring export that drops the file into your own cloud storage automatically.
How to set up your workspace
If you're new, the easiest way to start is:
Finish signup and confirm your email. You land on the Upload page.
Drag one statement onto the drop zone — any PDF will do. Watch it parse. See [Upload your first commission statement to Stateable](upload-your-first-statement).
Click Data in the top nav. The rows from your upload are there. See [Explore your commission data in the Data tab](explore-the-data-tab).
Invite a teammate from the Team page so you can collaborate. See [Invite teammates and get them started](invite-teammates).
That's it. Everything else in the app builds on those four moves.
Where to find things
A short tour of the top navigation:
Upload — the drop zone for new statements. Opens as a sheet from the right.
Documents — the running log of every statement your org has uploaded.
Data — the parsed rows from every statement, plus the Filters, Custom Fields, and Rules panels.
Export — a sheet for one-off and scheduled exports plus integration setup.
Team — invite teammates and manage permissions.
Account menu (top-right) — switch organizations, change your profile, sign out.
A few terms worth knowing
Stateable uses a handful of names you'll see everywhere. We collected them all in one place — skim it once, refer back as needed: Stateable terms you'll see across the app.
Where to go next
If you haven't uploaded a statement yet: [Upload your first commission statement to Stateable](upload-your-first-statement).
If you have data and want to explore it: [Explore your commission data in the Data tab](explore-the-data-tab).
If you're setting up your team: [Invite teammates and get them started](invite-teammates).
If something looks broken: [How to reach Stateable Support](contacting-stateable-support).
Key terms
Term | What it means |
Statement | A single carrier-issued document (PDF, Excel, or CSV) you upload. |
Row | One line of commission data pulled from a statement. |
Standard field | A column Stateable reads the same way for every carrier (e.g., |
Custom field | A column your org adds and fills in with rules (e.g., Business Line, Account Type). |
Rule | An instruction that fills in a custom field based on what's in a standard field. |
Full Stateable terminology: Stateable terms you'll see across the app. Carrier and commission jargon: Insurance commission terms you'll see in statements.
Common questions
What file types can Stateable read?
Stateable reads PDF (both the kind you save straight from a computer and the kind that's been scanned from paper), Excel (.xlsx, .xls), and CSV. There's no per-file size cap inside the trial limit; very large scanned PDFs take longer to read but still run.
How long does parsing take?
Parsing time depends on the file: PDFs saved straight from a computer, and spreadsheets, parse in under a minute. Scanned PDFs have to be read from the image first, so they typically take 1–3 minutes for a 10-page statement.
Can two people work on the same data?
Yes, two or more people can work on the same data. Invite teammates from the Team page. Everyone in the org sees the same uploads, the same data, and the same rules.
What happens if Stateable can't read a statement?
When Stateable can't read a statement, the document gets a Parsing Error status on the Documents page. Open it to see the reason. See Understand document statuses and what they mean.
Where is my data stored?
Your data — statement files and the rows we pull from them — is stored securely in the cloud and kept separate for each organization. We never share one customer's data with another. For details, ask Support — see How to reach Stateable Support.
Get help
Still need a hand? Start a conversation from the Support button in the app, or email [email protected]. We reply within one business day for most tickets.
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Last reviewed: 2026-05-27