Statement Management provides enterprise-grade solutions for processing, managing, and analyzing financial statements. From document automation to compliance reporting, we help businesses turn data into decisions.
Founded in 2010, Statement Management has grown to become a leading provider of financial statement processing and document management solutions. We serve businesses across banking, insurance, real estate, and corporate finance sectors.
Our platform combines advanced automation with human expertise to deliver accurate, timely, and compliant financial statement management. We handle millions of documents annually, helping our clients reduce manual effort, minimize errors, and accelerate reporting cycles.
We believe that financial data should be accessible, auditable, and actionable. Our solutions integrate seamlessly with existing systems, providing a unified approach to statement processing, reconciliation, and analysis.
Learn More About UsWe offer a comprehensive suite of financial statement management solutions designed to optimize your document workflows and reporting processes.
Automated extraction, validation, and categorization of financial statements from multiple sources including banks, vendors, and internal systems.
Centralized repository for all financial documents with version control, secure access, and intelligent search capabilities.
Generate custom financial reports, dashboards, and insights from your statement data to support strategic decision-making.
Ensure your financial document management meets regulatory requirements with built-in compliance controls and security features.
Streamline approval processes, notifications, and task assignments with intelligent workflow automation tailored to your business rules.
Outsource your statement processing to our team of experts who handle the entire lifecycle from collection to reporting.
Our proven methodology ensures accurate, efficient, and compliant financial statement management from start to finish.
Gather statements from multiple sources via secure upload, email, API, or direct integration with your existing systems.
Automated extraction and validation of key data points with intelligent error detection and human review when needed.
Quality assurance checks and approval workflows ensure accuracy before data is finalized and stored.
Generate reports, dashboards, and insights to support financial analysis and strategic decision-making.
Loan statements, account reconciliations, regulatory reporting
Insurance statements, patient billing, claims processing
Rental statements, property management, HOA billing
Financial close, audit support, internal reporting
Ready to transform your financial statement management? Contact our team to schedule a personalized demo.
support@statementmanagement.us
Sales: sales@statementmanagement.us
Support: help@statementmanagement.us
200 W Madison Street
Suite 2100
Chicago, IL 60606
United States
Monday-Friday: 8:00 AM - 6:00 PM CST
Saturday-Sunday: Closed