Your AI runs your clients' books. FinStat is the accounting tool it needs.
Upload a client's current books or statements, receipts, and invoices. FinStat applies their chart of accounts, reconciles, and produces review-ready reports — and can re-apply a new chart of accounts without manual reclassification. Keep your accounting system as the system of record: FinStat works beside it, without connecting to it, and gives your AI the accounting tools to do more. Or, for books that don't need monthly attention, use FinStat to keep the books for no monthly fee. FinStat for bookkeepers →
Account first · 1,000,000 free tokens · no credit card
The documents in this sample case.
The parts that eat your evening.
- Per-client QBO licenses for books that don't need monthly attention, plus manual categorization, eat the margin on every retainer
- Restructuring a client's chart of accounts means hours of manual reclassification
- Extended returns wait on books nobody has had time to post — temps and overtime every tax season
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 that strict date matching would miss.
Reconciled to the bank. Then ask your AI anything about your books.
Figures from the Tallowby Bookkeeping LLC sample case — a fictional business — each transaction tied to its source document, balanced and review-ready.
Once connected, two steps.
Give your AI the documents.
Give your AI your statements, payouts, receipts, and bills — attach them, then say:
run my books. Your statements are processed only for the work you ask for and never sold; they go to the AI sub-processors on our subprocessor list to be read.Ask for any report.
“Give me a P&L.” “Reconcile May.” “Show the uncategorized transactions.” Review-ready accounting output, in chat. Each entry traces to its source line, so you can question any number in the chat.
Create your account. Continue in the console.
- Create your account
Sign up on any device, phone included. Your free tokens are on the account before you connect anything.
- Sign in on the computer where your AI runs
Open console.finstat.ai on the computer where you use Claude or your other AI, and sign in with the same account. Already on that computer? Keep going.
- Connect FinStat to your AI
Under Connections, pick your AI. The console shows the exact steps for adding FinStat to it. Using Claude? It also needs mcp.finstat.ai allowed before it can upload documents; the console shows where.
The MCP address and the setup steps for each AI are shown under Connections after sign-in.
Start with one month.
Hand the statements to the AI you already use with FinStat connected, and ask for the books. How FinStat compares →