A Sunday offering deposit with no donor list, reconciled anyway.
Give your AI your offering deposits, donation receipts, utility bills, and checking statements. Counted offerings are compared with what reached the bank, and bills paid months late are tied to their payments.
Account first · 1,000,000 free tokens · no credit card
The documents in this sample case.
The parts that eat your evening.
- Weekly Sunday offerings land as single batch cash-and-check deposits with no itemized donor list to reconcile against
- Designated gifts, a foundation grant, and facility rental all flow through one checking account and need to be kept apart
- Bills can sit for months before payment — the CCLI license was dated January but not paid until April — so dates rarely line up
It catches the Easter love-offering shortfall — $2,200 counted but only $1,800 deposited, with $400 pulled aside as petty cash that never appears on any statement — and flags the CCLI license billed in January but not paid until the April 20 ACH of $219.00.
Reconciled to the bank. Then ask your AI anything about your books.
Figures from the Cedarwick Fellowship Church sample case — a fictional organization — 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 →