For Accountants & Bookkeepers

Your AI can run your clients' books. Really.

Upload a client's statements, receipts, and invoices. FinStat applies their chart of accounts, reconciles, and produces audit-ready reports — then re-applies a new COA in seconds.

Start free →Sign inAccount first · 1M tokens free · no credit card

Hand these documents to your AI and say “run my books.”

Reconciled to the penny. Then ask your AI anything about your books.

Retainer · Garrison

$2,200.00

Checking close · Apr

$13,942.83

Checking close · May

$11,296.43

Visa close · Apr

$834.22

Figures from the Ledgerline Bookkeeping LLC sample case — a fictional business — every transaction tied to its real source document, balanced and review-ready.

Create your account. Continue in the console.

Create your account
Sign up on any device. FinStat resolves your account and loads the free grant before connection setup.
Open FinStat on your agent’s computer
Go to console.finstat.ai and sign in with the same account. If you are already on that computer, just continue.
Follow Connections
Choose your agent in the console and use the exact instructions provided for that host.

Start free Sign in

The MCP address and host-specific setup steps are shown under Connections after sign-in.

The parts that eat your evening. FinStat catches every one.

PAIN_01

Per-client QBO licenses and manual categorization eat the margin on every retainer

PAIN_02

Restructuring a client's chart of accounts means hours of manual reclassification

PAIN_03

Reconciling messy multi-client paperwork at tax time means temps and overtime

The catch other tools miss

It ties the Garrison retainer invoices to their exact deposits, matches the QuickBooks and Dropbox subscription receipts to the right ACH charges, and catches that The Lost Fork lunch receipt (dated Apr 17) posts to the card on Apr 3 — a date mismatch most automated matchers reject.

Three steps. Every one secure.

Start in the console.

Create your account, then open Connections in the FinStat console on the computer where your agent runs. Follow the instructions there, 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, then say: run my books.

Task-scoped dataYour statements are used only to do the job you asked for — not sold, not 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.