For Insurance Agencies

Your AI can run your insurance agency's books. Really.

Connect FinStat from Grok, ChatGPT, Claude, Cowork, Work, Cursor, Codex, Agent, Grok Bot, or Perplexity on your computer. Hand over your carrier commission statements, consulting invoices, E&O bills, and bank statements, 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.”

Carrier commission settlement — 10 policies, $820 chargeback

Carrier commission settlement — May, no chargeback

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

Apr commission net

$7,420.00

May commission net

$8,184.00

Consulting invoice · Hargrove

$2,400.00

Checking close · May

$19,120.60

Figures from the Lighthouse Insurance Group 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

Carrier commission settlements read like a closing statement — gross commissions, chargebacks, and advances all net into one deposit you have to unwind

PAIN_02

One carrier sends a paper statement and the other (Alpha Lloyds) just wires commissions with no document, so deposits float with nothing to match

PAIN_03

Late regulatory fees and CE renewals get paid months after the bill date, breaking the paper trail

The catch other tools miss

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.

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.