For Financial Advisors & RIAs

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

Add the FinStat connector to Claude Code, Codex, Cursor, Grok Build, or Claude Desktop with Cowork. Then drop in 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.

Connect FinStat →1M tokens free · no credit card

Point your AI at a folder like this 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.

Pick your setup. Books in minutes.

FinStat needs an AI that can open files or folders on your computer — not just a connector in Settings. Seeing FinStat’s tools is not the same as FinStat being able to access the files you want it to.

Your computer

Setups that can reach your files

Claude Code

verified on Windows

Reads the folder you launch it in

Run thisclaude mcp add --transport http finstat https://mcp.finstat.ai/mcp

Open Claude Code in the folder that holds your documents.
Run the command above — it installs FinStat directly, no prompting needed.
Sign in when the browser opens — your free 1M tokens load automatically.
Ask it to run your books on the files in that folder.

You don’t need real statements or documents to learn FinStat. Say “Run FinStat Tutorial” or “Get Started” — your AI can make sample documents and walk you through all of it.

Working in a browser tab?

To run books, use a desktop AI that can reach your files. Browser chat alone isn’t enough for FinStat — even if FinStat appears under your connectors.

Claude Desktop Cursor

We only list setups we’ve run books on ourselves. Verified as of 2026-07-20.

No API keys
No credit card
1M tokens free

It really is that easy.

What is MCP?

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.

Connect once.

Paste the FinStat connector into your AI host (Claude, Cursor, etc.). Sign in — your free tokens load. No card. 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, or on a setup that reads folders, point it at one: run my books on the files in this folder.

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.

Built by the BadBank.ai team — the same people who have been turning financial PDFs into accounting data since 2024.

Patents pending