A month's card statement is missing. The receipts still get booked.
Give your AI your Housecall Pro payouts, checking and Visa statements, client invoices, and supply bills. Receipts are tied to card lines even when a statement is missing, and card payments aren't counted twice.
Account first · 1,000,000 free tokens · no credit card
The documents in this sample case.
The parts that eat your evening.
- Housecall Pro batches all 28 biweekly clients into weekly ACH payouts, so individual client revenue is buried in lump deposits
- Only a couple of the 28 recurring client invoices are ever in the folder
- A full month's Visa statement is missing from the folder, so the books have to reconcile from the receipts and the payment on hand
It books the $418.22 Supply Central receipt and ties it to the SUPPLY CENTRAL PRO line on the May Visa even though April's card statement is missing entirely — and recognizes the $948.40 April Visa payment as the prior March balance, not an expense double-count.
Reconciled to the bank. Then ask your AI anything about your books.
Figures from the Tidyfern Home Cleaning 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 →