Commissions, chargebacks, and advances netted into one deposit — unwound.
Give your AI your carrier commission statements, consulting invoices, E&O bills, and bank statements. Chargebacks are netted against commissions to match each deposit, and wires with no statement are flagged.
Account first · 1,000,000 free tokens · no credit card
The documents in this sample case.
The parts that eat your evening.
- Carrier commission settlements read like a closing statement — gross commissions, chargebacks, and advances all net into one deposit you have to unwind
- One carrier sends a paper statement and the other (Alpha Lloyds) just wires commissions with no document, so deposits float with nothing to match
- Late regulatory fees and CE renewals get paid months after the bill date, breaking the paper trail
On the April producer statement it nets $8,240 of gross commissions against an $820 Wilkins-policy chargeback to land the exact $7,420 deposit — then flags the $2,840 and $1,840 Alpha Lloyds commission wires that arrived with no carrier statement anywhere in the folder.
Reconciled to the bank. Then ask your AI anything about your books.
Figures from the Bayhollow Insurance Group 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 →