For Insurance Agencies

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

Add the FinStat connector to Claude Code, Codex, Cursor, Grok Build, or Claude Desktop with Cowork. Then drop in 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.

Connect FinStat →1M tokens free · no credit card

Point your AI at a folder like this 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.

Pick your setup. Books in minutes.

FinStat needs an AI that can open files or folders on your computer — not just a connector in Settings. Seeing FinStat’s tools is not the same as FinStat being able to access the files you want it to.

Your computer

Setups that can reach your files

Claude Code

verified on Windows

Reads the folder you launch it in

Run thisclaude mcp add --transport http finstat https://mcp.finstat.ai/mcp

Open Claude Code in the folder that holds your documents.
Run the command above — it installs FinStat directly, no prompting needed.
Sign in when the browser opens — your free 1M tokens load automatically.
Ask it to run your books on the files in that folder.

You don’t need real statements or documents to learn FinStat. Say “Run FinStat Tutorial” or “Get Started” — your AI can make sample documents and walk you through all of it.

Working in a browser tab?

To run books, use a desktop AI that can reach your files. Browser chat alone isn’t enough for FinStat — even if FinStat appears under your connectors.

Claude Desktop Cursor

We only list setups we’ve run books on ourselves. Verified as of 2026-07-20.

No API keys
No credit card
1M tokens free

It really is that easy.

What is MCP?

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.

Connect once.

Paste the FinStat connector into your AI host (Claude, Cursor, etc.). Sign in — your free tokens load. No card. 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, or on a setup that reads folders, point it at one: run my books on the files in this folder.

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.

Built by the BadBank.ai team — the same people who have been turning financial PDFs into accounting data since 2024.

Patents pending