Catch-up payments on a past-due supply account, matched to the notice.
Give your AI your checking statements, Visa card, supplier bills, and job invoices. Catch-up payments are matched to the collection notice, and Visa charges to their paper receipts.
Account first · 1,000,000 free tokens · no credit card
The documents in this sample case.
The parts that eat your evening.
- Net-30 supply accounts slip past-due over a slow winter, and the catch-up payments are hard to match back to the collection notice
- Batched customer payment sweeps land in checking, but only a few of the underlying job invoices are ever on hand
- Hardware-store and fuel runs on the business Visa have to be tied back to paper receipts one by one
It ties the $4,200 catch-up ACH on April 3 straight to the March collection notice on the past-due Toledo Pipe & Valve account ($4,841 overdue on a $7,284 balance), then matches the $418.82 Menards Visa charge to its exact receipt and the $2,840 April supply bill to its checking debit.
Reconciled to the bank. Then ask your AI anything about your books.
Figures from the Brassmere Plumbing 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 →