Same HOA amount every month? Each deposit lands on the right invoice.
Give your AI your HOA contract invoices, fuel and nursery receipts, card statements, and bank statements. Recurring contract deposits land on the right month, and install deposits and balances are tracked across months.
Account first · 1,000,000 free tokens · no credit card
The documents in this sample case.
The parts that eat your evening.
- Recurring HOA and commercial contracts bill the same amount every month, so identical deposits have to be tied to the right month's invoice
- Install jobs come in on deposit-then-balance splits that land in different months
- Residential clients pay in batch deposits and the nursery bills by ACH with no invoice in the folder, leaving income and material costs unmatched
It tracks the Morrison $8,400 install across two months — the one-third $2,800 deposit in April and the $5,600 balance in May — and even ties the $412.80 Bells Bend Nursery plant receipt to that exact job as a resale-exempt material pass-through.
Reconciled to the bank. Then ask your AI anything about your books.
Figures from the Mossgate Lawn & Landscape 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 →