Stateable

From file drop to parsed rows in the Data tab — what each step does, timing, and where to look when it stalls.

How statement processing works, end to end

Clean up mistakes, remove duplicates, or force a reparse after you update a carrier configuration.

Delete or reprocess a statement after parsing

Search, filter, and preview every statement your org has uploaded from the Documents tab.

Find, preview, and download your statements

Which carriers Stateable recognizes, how new ones get added, and what to do when a statement isn't matched.

Supported carriers and what we parse

Every uploaded statement ends up in one of six states. Here's what each state means and what to do next.

Understand document statuses and what they mean

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

Upload your first commission statement to Stateable

Drop in PDFs, Excel, or CSV files; track processing; preview, download, and clean up your document library.

Upload and manage statements

Tickets

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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