For IT & Managed Service Providers

Your AI can run your IT shop's books. Really.

Connect FinStat from Grok, ChatGPT, Claude, Cowork, Work, Cursor, Codex, Agent, Grok Bot, or Perplexity on your computer. Hand over your Stripe settlements, checking and Visa statements, retainer invoices, and cloud/SaaS receipts, 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.”

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

Stripe net payout · Apr 21–27

$8,173.32

Stripe net payout · May 12–18

$8,420.40

Hartford Medical retainer

$2,800.00

Checking close · May

$29,464.52

Figures from the Cobalt Harbor IT 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

Stripe pays out weekly net of fees but only two of eight-plus settlement reports are in the folder — the rest are unexplained deposits

PAIN_02

Recurring MRR retainers and one-off project work have to be split into separate income streams

PAIN_03

Project deposits and balance payments hit the bank with no project invoice — only the monthly retainers are on hand

The catch other tools miss

It reconciles the Apr 21–27 Stripe settlement to its exact $8,173.32 checking deposit and matches the $2,800 Hartford Medical and $1,850 Ridgewater retainer invoices to their Stripe charges, then flags the $4,800-plus-$8,400 Hartford network-upgrade project payments that have no invoice in the folder at all.

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.