remote MCP engine: live·setups that can reach your files →·1M tokens free
AI-native accounting engine

FinStat MCP

Your AI can run the books. Really.

Connect FinStat to a desktop AI that can reach your files. Give it your statements, payouts, invoices, bills, and receipts — and ask for a review-ready P&L, reconciliation, or transaction trail. No spreadsheet middle step. Every number tied back to source.

Connect FinStat →See real runs
Free token grant loads after sign-in · no credit card
Inputs
PDF, CSV, images
Source types
Bills, receipts, statements
Free start
1M tokens
Then
$30 / 1M tokens
Patents
Pending since 2024
01 / Proof

Real folders. Penny-reconciled output.

The same engine runs every one — each a real business’s folder, in its own language. The restaurant page reconciles Toast and DoorDash payouts; the church page handles designated gifts and delayed bills. Open any of them to see the statements, invoices, and receipts behind penny-reconciled books.

FinStat applies two charts of accounts to one commingled statement — routing every line to Household or Business (Schedule C) and reconciling both. No tax-season untangle.

Sets of books
2
Untangle fee
$0
Open page →
02 / Engine

What the connector does. Inside your AI chat.

Your AI is the coach: you tell it what you want, and it calls the plays. FinStat is the specialist squad that runs them — parsing documents, matching deposits, posting entries, generating reports. You never manage the players. You just ask.

You talk. FinStat does the accounting.
50+ MCP tools work behind the scenes.
ParseHere's my folderStatements, payouts, bills, receipts, invoices, 1099s — even oddball vendor documents — read into structured accounting data. No data entry.
Match + PostRun my booksDeposits tied to source: net payouts, split invoices, partial payments, date mismatches. Real accounting rules — balanced journals, closed periods — with the odd exception flagged for you to okay.
ReportShow me a P&LP&L, reconciliation, transaction detail, month-over-month changes — in chat, every number traceable back to its source.
ExportExport filesClean QBO, OFX, or CSV — or keep in FinStat and only pay when you use it.
03 / Library

Pick your industry to see a live example.

Each page uses the same system and a different business folder. The point is specificity: the restaurant page talks about Toast and DoorDash; the church page talks about designated gifts and delayed bills.

Accounting & bookkeepingopenAdvertising & PR agenciesopenAgriculture & ranchingopenArtists & photographersopenAuto repair shopsopenChurches & religious nonprofitsopenGeneral contractorsopenConstruction tradesopenArchitecture & designopenEquestrian boardingopenFinancial advisors & RIAsopenProduct & maker businessesopenHome & field servicesopenHair & beauty salonsopenIT & managed servicesopenInsurance agenciesopenLawn care & landscapingopenLaw firmsopenInns & lodgingopenManufacturer repsopenManufacturersopenMedical & dental practicesopenNonprofitsopenProfessional consultantsopenProperty managementopenReal estate brokeragesopenRental businessesopenRepair & maintenance shopsopenRestaurants & barsopenRetail & eCommerceopenIndependent sales agentsopenTrucking & owner-operatorsopenWholesale distributionopenExiting QuickBooks — or just paying it to store old books?  The Exit Ramp — FinStat unpacks the QuickBooks export ZIP into what’s behind your books: your chart of accounts and reconstructed bank statements. Then you decide — keep the files locally, rebuild in FinStat under as many charts of accounts as you like, or import into Xero or any other accounting app.open →Just need clean files? Bank statements trapped in PDFs — FinStat turns them into import-ready QBO, OFX, and CSV for QuickBooks, Xero, Sage, or Excel.open →One account, two lives? Household and side business sharing one bank account — FinStat applies two charts of accounts and splits them into clean books, in minutes.open →

Pick your setup. Books in minutes.

FinStat needs an AI that can open files or folders on your computer — not just a connector in Settings. Seeing FinStat’s tools is not the same as FinStat being able to access the files you want it to.

Your computer
Setups that can reach your files

Claude Code

verified on Windows

Reads the folder you launch it in

Run thisclaude mcp add --transport http finstat https://mcp.finstat.ai/mcp
  1. Open Claude Code in the folder that holds your documents.
  2. Run the command above — it installs FinStat directly, no prompting needed.
  3. Sign in when the browser opens — your free 1M tokens load automatically.
  4. Ask it to run your books on the files in that folder.

You don’t need real statements or documents to learn FinStat. Say “Run FinStat Tutorial” or “Get Started” — your AI can make sample documents and walk you through all of it.

Working in a browser tab?

To run books, use a desktop AI that can reach your files. Browser chat alone isn’t enough for FinStat — even if FinStat appears under your connectors.

Claude DesktopCursor

We only list setups we’ve run books on ourselves. Verified as of 2026-07-20.

  • No API keys
  • No credit card
  • 1M tokens free

It really is that easy.

What is MCP?
04 / Workflow

Three steps. Every one secure.

Connect once.

Paste the FinStat connector into your AI host (Claude, Cursor, etc.). Sign in — your free tokens load. No card. Then say: help me get started.

Scoped sign-inYou authenticate with FinStat — your AI never handles your password, and the connector is scoped to the accounting task.

Hand over the documents.

Give your AI your statements, payouts, receipts, and bills — attach them, or on a setup that reads folders, point it at one: run my books on the files in this folder.

Task-scoped dataYour documents and information do the jobs you ask for — never sold, never shared.

Ask for any report.

“Give me a P&L.” “Reconcile May.” “Show every uncategorized transaction.” Review-ready accounting output, in chat.

Nothing off-screenEvery transaction, entry, and assumption shows up in the conversation — your session is the working record, so you can question any number and correct it on the spot.
05 / Provenance

Built by the same people who have been turning financial PDFs into accounting data since 2024. Patents pending.

Read the story →