For Advertising & PR Agencies

Your AI can run your agency's books. Really.

Connect FinStat from Grok, ChatGPT, Claude, Cowork, Work, Cursor, Codex, Agent, Grok Bot, or Perplexity on your computer. Hand over your retainer invoices, vendor bills, bank and Visa statements, and it hands you a review-ready P&L, every transaction tied to its source.

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.

Dental rebrand project

$6,200.00

Media buy bill (AP)

$4,850.00

Checking close · Apr

$11,800.31

Checking close · May

$5,468.11

Figures from the Juniper Lane Creative, 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

Retainer, project, and 50/50 deposit revenue all blur together — each client deposit has to be matched back to the right invoice and milestone

PAIN_02

Pass-through media buys and a 1099 freelance designer mix into the same checking account as real overhead

PAIN_03

Owner draws and Gusto payroll only show up on the bank statement — no payroll reports to reconcile against

The catch other tools miss

It ties the $6,200 Carolina Dental rebrand to its two matching $3,100 deposits and the deposit receipt, then flags that April's $1,600 check to freelancer Finn Delaney has no bill in the folder — and that deposits referencing invoices 1041, 1042, and 1038 have no matching invoice PDF at all.

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.