Financial Statement Data Platform

Every statement. Every carrier. Every cent.

1Upload statements
2Enrich with any AI
3Integrate anywhere
stateable
Documents
Data
Stateable Ingest0 of 10 documents received
CSVMetLife_Agent.csv14 KB
0%
PDFLincoln_Q4_2025.pdf218 KB
0%
XLSXPrudential_Comm.xlsx47 KB
0%
PDFMutual_Statement.pdf186 KB
0%
XLSXAllianz_Royalties.xlsx52 KB
0%
PDFPacific_Life_Override.pdf94 KB
0%
PDFJH_Wire_Transfer.pdf38 KB
0%
CSVAIG_Producer_List.csv8 KB
0%
XLSXNorthwestern_Detail.xlsx74 KB
0%
PDFSymetra_1099_Tax.pdf162 KB
0%
CarrierPolicy #ProducerCommissionAgentProduct TypeRevenue TypeAgent Commission
Pay agentsReconcile & accountSync to CRMAgent portalAPIAnalyticsAudit & compliance
APIMCPAI ReadySOC 2

100% Accurate

Other platforms use AI to guess your data. We use engineering to guarantee it.

Just Drop It In

Any statement, any format, any carrier. Clean structured data in seconds. No templates, no mapping, no setup.

Your Data. Period.

We never share, sell, or train on your commission data. SOC 2 compliant. Your data stays yours.

The Problem

You've tried everything.
Nothing works.

Spreadsheets break. Excel plugins hit row limits. Legacy tools can't read PDFs. And some platforms can't even be trusted with your data.

Breaking Point

Spreadsheets

Manual entry. Human errors. Doesn't scale past 10 carriers.

1M Row Limit

Excel

Row limits. Format restrictions. One crash away from losing everything.

PDF Failure

Legacy Platforms

Built a decade ago. PDFs don't parse. Interfaces from 2010.

Bolt-On

CRM Modules

Commission tracking buried inside your AMS. Shallow features. No real parsing depth.

Trust Issue

The Risky Bet

Some platforms play fast and loose with your commission data. Read the fine print.

95% ≠ 100%

AI Parsing

LLMs hallucinate. OCR misreads. When every cent on a commission statement must be accounted for, 95% accuracy means 5% of your revenue is a guess.

Features

Everything you need. Nothing you don't.

Document Processing

Every Format. Perfectly Read.

PDF, Excel, CSV, even scanned documents — we handle every format you'll encounter.

  • Handles every statement format in the industry
  • Dedicated readers, not generic templates
  • Scanned and image-based documents supported
PDFXLSXCSVEDITXT
PDFLincoln_Q4_Commission.pdfParsed
XLSXPrudential_Stmt_2024.xlsxParsed
CSVMetLife_Agent_Report.csvParsed
Data Architecture

Your Data, Your Way

Every carrier calls things differently — agent names, product codes, commission types. Stateable normalizes the chaos so everything speaks the same language, then lets you add your own rules on top.

  • Unify inconsistent names, codes, and IDs across all statements
  • Set up rules to automatically map data to your standards
  • Add your own custom fields
  • Use complex logic and formulas to power them
  • AI-ready — agents can query, create rules, and analyze

Carrier

LNCLincoln Financial
PRUDPrudential
MET-GRPMetLife

Product

WL-20Whole Life — 20yr
TRM30Term Life — 30yr
GH-PPOGroup Health PPO

Writing Agent

AGT#4492Jane Martinez
JMARTINEZJane Martinez
Martinez, J.Jane Martinez
API & Integrations

Architected for builders, not just users.

We didn't build a closed platform. We built a data layer. Connect your own tools, automate complex workflows, or let AI agents query your data directly via MCP.

  • REST API with full documentation and sample code
  • Interactive query builder — test and refine right in the app
  • MCP server — give AI agents like Claude direct access to your data
GET /v1/commissions
Authorization: Bearer ***
Content-Type: application/json
CRMConnected
AccountingConnected
ReportingConnected
WebhooksConnected

AI-Native

Agent Ready. OpenClaw Ready.

Connect any AI provider to analyze, predict, and automate your commission data — without vendor lock-in or per-token fees.

Zero token fees

We don't charge per token or lock you into one model. Our parsing runs on dedicated engineering — not unpredictable AI — so your data is perfect without the extra cost.

Use any AI tool

Connect the provider that fits your business. Use Claude for analysis, GPT for summaries, Gemini for forecasting — or all three. Just plug in and go.

Clean data first

Your data is perfectly structured before it ever touches an AI. Every analysis is based on facts, not hallucinations. AI enhances your workflow — it never gatekeeps your data.

Native MCP server

Stateable ships as a first-class Model Context Protocol server. Point Claude Desktop, Cursor, Windsurf, or any MCP client at your data and start asking questions — zero custom code.

Ready for AI agents

Your agents can query, enrich, and analyze commission data autonomously. Build workflows where Claude reconciles statements while you sleep.

Connected Providers

Platform
Anthropic (Claude)Connected
OpenAIConnected
Google (Gemini)Available
AWS BedrockAvailable
Azure OpenAIAvailable
Vertex AIAvailable
Custom / Self-hostedConfigure →

Protocols

Model Context Protocol (MCP)Ready

Compatible with Claude Desktop, Cursor, Windsurf, and any MCP client

Commission Analysis Agent

Using Claude · Last run: 2 min ago · 847 statements

Pricing

One flat price for everything.

Every tier includes the complete reconciliation platform and the AI agent — extraction, matching, and payout tracking for your entire book.

MonthlyAnnual Save 20%

Solo

Independent producer

Annual Revenue

$150K – $400K / yr

$80/mo

Single User

  • Full Carrier Coverage
  • Exports
  • AI Agent

GA

General agency

Annual Revenue

$400K – $1M / yr

$200/mo

3 users included

  • Full Carrier Coverage
  • Exports
  • AI Agent
  • API + MCP access
  • + $720/year per active user

Partner Program

What's your network worth?

Refer Stateable and earn 25% recurring commission for two years.

25%commission · 24 months+5%overrides on sub-referralsMonthlypayouts · 30-day holdAutomaticbank deposits
Become a partner

Security

Your data is yours. Period.

Enterprise-grade security for your most sensitive commission data.

SOC 2

Independently audited security controls. Your commission data is protected by the same standards used by the largest financial institutions.

Encrypted Everywhere

AES-256 encryption at rest. TLS 1.3 in transit. Your data is encrypted from the moment it touches our systems to the moment it leaves.

No Data Sharing. Ever.

Your commission data is never sold, shared, or used to train models. We process your data for you, and only you.

Ready to stop chasing commissions?

See how Stateable turns every statement into clean, actionable data.