For Architecture & Design Firms

Your AI can run your architecture firm's books. Really.

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

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Hand these documents to your AI and say “run my books.”

Milestone 2 invoice — Harborview DD phase

Reconciled to the penny. Then ask your AI anything about your books.

Harborview DD milestone

$18,400.00

Oakwood School milestone

$14,200.00

Praxis subcontract · April

$4,800.00

Checking close · May

$46,650.00

Figures from the Atlas & Vine Architecture PLLC 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

Milestone billing means revenue recognition under percentage-of-completion — each phase payment is earned, not deferred

PAIN_02

Subcontractor and license-board payments hit the bank with no invoice in the folder (sub invoices go to the project file)

PAIN_03

Recurring SaaS seats, telecom bundles, and AIA dues need to be split out from project costs and matched month to month

The catch other tools miss

It matches the $18,400 Harborview Design Development milestone invoice to its April 4 deposit and the $14,200 Oakwood School milestone to its April 17 deposit, then flags the $4,800 and $3,600 Praxis subcontractor ACH payments that have no invoice in the folder 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.