Subcontractor payments with no invoice in the folder — flagged, not buried.
Give your AI your milestone invoices, checking statements, vendor bills, and software receipts. Milestone invoices are matched to their deposits, and subcontractor payments with no invoice come back flagged.
Account first · 1,000,000 free tokens · no credit card
The documents in this sample case.
The parts that eat your evening.
- Milestone billing is not revenue recognition — each phase invoice has to be compared with the work actually completed, and anything billed ahead of it is deferred
- Subcontractor and license-board payments hit the bank with no invoice in the folder (sub invoices go to the project file)
- Recurring SaaS seats, telecom bundles, and AIA dues need to be split out from project costs and matched month to month
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.
Reconciled to the bank. Then ask your AI anything about your books.
Figures from the Atlas & Vine Architecture PLLC 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 →