For Home & Field Services

Your AI can run your cleaning service's books. Really.

Connect FinStat from Grok, ChatGPT, Claude, Cowork, Work, Cursor, Codex, Agent, Grok Bot, or Perplexity on your computer. Hand over your Housecall Pro payouts, checking and Visa statements, client invoices, and supply 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.”

Supply vendor account bill — Sparkle Pro

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

Housecall Pro deposits · April

$24,800.00

Payroll (2 runs) · April

$15,530.00

Sparkle Pro supply bill · May

$1,184.00

Checking close · May

$16,564.20

Figures from the FreshNest Home Cleaning 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

Housecall Pro batches all 28 biweekly clients into weekly ACH payouts, so individual client revenue is buried in lump deposits

PAIN_02

Only a couple of the 28 recurring client invoices are ever in the folder

PAIN_03

A full month's Visa statement is missing from the folder, testing whether the books still reconcile from the receipts and the payment on hand

The catch other tools miss

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.

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.