01
Import statements
Bring in common PDF or CSV exports from banks and credit unions.
Built for bankruptcy intake teams
Chapter 13 intake, clarified.
Upload common PDF or CSV bank statements. Statemly helps organize transactions into a clearer preliminary financial summary with means-test review support, so bankruptcy teams can move from raw records to attorney review faster.
✓No bank login required
✓Local-first workflow
✓Preliminary means-test support
Statements
4
Transactions
1,284
Categories
18
Transaction
Review category
Status
Payroll deposit
Income review
Mapped
Rent payment
Housing and utilities
Mapped
Large transfer
Follow-up recommended
Flagged
Preliminary financial summary
Reconciled totals, category groupings, duplicate checks, and review notes prepared for attorney review.
Common PDF/CSV exportsWork from common bank and credit union statement exports without rebuilding a spreadsheet from scratch.
Means-test review supportOrganize income and expense activity toward preliminary review categories for attorney analysis.
Local-first workflowDesigned around sensitive financial review without requiring bank logins.
Windows private betaCurrently being tested for Windows-based bankruptcy intake workflows.
How it works
From statement pile to structured review.
Statemly keeps intake direct: import statements, review classified transactions, then export a clearer preliminary summary for attorney review.
02
Organize activity
Extracted transactions are deduplicated, normalized, and grouped into practical review categories.
03
Review the summary
Export a structured preliminary package with category mapping, monthly trends, and flagged items for follow-up.
Features
A calmer way to review messy financial records.
Built for bankruptcy teams that need faster first-pass clarity without replacing attorney judgment.
Common statement imports
Use common PDF and CSV exports from banks and credit unions.
Preliminary B22C category mapping
Map transaction activity toward means-test review categories for attorney analysis.
Local-first workflow
Keep sensitive financial review close to the user's machine during the beta workflow.
Review flags
Surface duplicate entries, large transfers, unusual merchant activity, and records that may need a second look.
Monthly trends
Compare month-over-month income and expense activity with cleaner category breakdowns.
Clean attorney review exports
Create a preliminary review package with totals, transaction notes, category summaries, and follow-up flags.
For bankruptcy teams
Client intake without the statement scramble.
We're building Statemly for bankruptcy teams that need clearer financial intake, cleaner client handoffs, and structured outputs that can fit into existing case workflows.
✓Faster first-pass review: Organize client statement activity before deeper attorney analysis.
✓Structured follow-up: Identify items that may need client clarification.
✓Debtor-side financial organization: Built around the realities of Chapter 13 intake preparation.
✓Attorney review stays central: Statemly supports organization and review. Your judgment stays final.
Trust and safety
Built for sensitive financial review.
Statemly is designed for bank statement organization, preliminary category mapping, and local-first review workflows.
No bank login required
Statemly works from uploaded statement files and does not require clients to connect bank accounts.
Local-first processing
Designed to keep sensitive financial review on the user's machine during beta workflows.
Attorney judgment stays final
Statemly does not provide legal advice, prepare final court filings, or replace professional judgment.
Security clarification
Statemly is not affiliated with crypto wallets, hardware wallets, seed phrase recovery, or wallet-login services.