Client invoices, PayPal payments, stock royalties — sorted apart and matched.
Give your AI your PayPal wallet, client invoices, deposit receipts, and bank statements. Personal PayPal charges are pulled out of business income, and deposits with no invoice are flagged.
Account first · 1,000,000 free tokens · no credit card
The documents in this sample case.
The parts that eat your evening.
- Income arrives three ways — direct invoices, PayPal client payments, and stock royalties from Adobe, Shutterstock, and Zazzle — all needing to be sorted apart
- 50/50 wedding deposits get paid on PayPal, then a separate net transfer moves cash to the bank, so the deposit and the transfer look like two different things
- Personal charges sneak into the same PayPal wallet as the business
It pulls two personal charges out of the PayPal wallet — an $80 gift to her sister and a $45 gas reimbursement — then flags the $800 Santa Fe Arts Council deposit with no invoice and the missing Rio Verde Visa statement behind $386.40 and $412.30 checking payments.
Reconciled to the bank. Then ask your AI anything about your books.
Figures from the Iris Calloway Photography 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 →