For Financial Advisors & RIAs

Your AI can run your advisory 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 advisory-fee invoices, checking and brokerage statements, 1099s, and insurance bills, and it hands you a review-ready P&L, every transaction tied to its source.

Start free →Sign inAccount first · 1M tokens free · no credit card

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

Supplemental fee — real assets sub-account

Brokerage statement — operating reserves

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

Total Q1 advisory fees

$37,000.00

Brokerage ending value · April

$145,640.00

FY2025 dividends (1099-DIV)

$4,284.00

Checking close · May

$89,210.10

Figures from the Harborview Wealth Advisors LLC 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

Quarterly advisory fees bill in arrears at 0.25% of AUM, and only the clients with digital copies have invoices in the folder

PAIN_02

Prior-year 1099-INT and 1099-DIV tax documents are mixed in with current-period operating activity

PAIN_03

A small operating-reserve brokerage account and recurring E&O/cyber insurance both need to be reconciled separately

The catch other tools miss

It matches the $12,400 Hartley Trust and $8,200 Chen Family Q1 advisory-fee invoices to their exact checking deposits, then flags the Coastal Retirees, Landmark, and Ridgemont fees that hit the bank with no invoice on hand — and keeps the FY2025 $4,284.00 dividend 1099 out of current-period income.

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.