How To Save Time & Money With AI-Powered Exemptions, Paystubs, & Bank Statements

Hosted by Kiran Bellubbi

17th July 2025 | 3:00PM EST

60 Minutes

How To Save Time & Money With AI-Powered Exemptions, Paystubs, & Bank Statements

Hosted by Kiran Bellubbi

17th July 2025 | 3:00PM EST

60 Minutes

How To Save Time & Money With AI-Powered Exemptions, Paystubs, & Bank Statements

Hosted by Kiran Bellubbi

17th July 2025 | 3:00PM EST

60 Minutes

SUMMARY

AI-powered workflows can streamline admin work that slows you down, helping you eFile faster with less manual effort. In this webinar we’ll cover how to use AI to automate exemptions, organize financial data and review bank statements.

AI-powered workflows can streamline admin work that slows you down, helping you eFile faster with less manual effort. In this webinar we’ll cover how to use AI to automate exemptions, organize financial data and review bank statements.

AGENDA

Discover Exemptions Agent (Part of the Bankruptcy Schedules Builder)
Glade’s AI-powered Exemptions Agent identifies the correct statutes and exemption amounts for each asset, allowing your team to claim the maximum available with a single click.


Review The Pay Organizer
Bring together all income sources - including wages, Social Security, unemployment benefits, and other non-employment income - and automatically calculate the figures required for Schedule I and the Means Test.


Explore The Bank Statement Organizer
Clients can upload their bank statements in just a few clicks. Glade AI reviews the data to flag noteworthy transactions or activity, giving you a clear financial picture without the need for manual review.


Ai does the work, you review it

5 min

Income organizer

10 min

Client bank connections

10 min

One-click exemption determination

10 min

Q&A + wrap up

15 min

Discover Exemptions Agent (Part of the Bankruptcy Schedules Builder)
Glade’s AI-powered Exemptions Agent identifies the correct statutes and exemption amounts for each asset, allowing your team to claim the maximum available with a single click.


Review The Pay Organizer
Bring together all income sources - including wages, Social Security, unemployment benefits, and other non-employment income - and automatically calculate the figures required for Schedule I and the Means Test.


Explore The Bank Statement Organizer
Clients can upload their bank statements in just a few clicks. Glade AI reviews the data to flag noteworthy transactions or activity, giving you a clear financial picture without the need for manual review.


Ai does the work, you review it

5 min

Income organizer

10 min

Client bank connections

10 min

One-click exemption determination

10 min

Q&A + wrap up

15 min

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See What Glade Can Do for You

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See What Glade Can Do for You

Find out how Glade can build you customized AI Agents to supercharge your operations

See What Glade Can Do for You

Find out how Glade can build you customized AI Agents to supercharge your operations