For Manufacturer Reps & Sales Agents

Your AI can run your rep firm's books. Really.

Connect FinStat from Grok, ChatGPT, Claude, Cowork, Work, Cursor, Codex, Agent, Grok Bot, or Perplexity on your computer. Hand over your commission invoices, trade show bills, hotel and meal receipts, 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.”

Commission invoice — Hartland HVAC, $8,400

Commission invoice — Hartland, April orders

Trade show booth bill — paid 30 days late

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

Hartland commission · Apr

$8,400.00

Hartland commission · May

$9,200.00

AirFlow commission · Apr

$4,200.00

Checking close · May

$38,162.60

Figures from the Cardinal Sales 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

Revenue is 100% commission paid by three principals, so deposits have to be matched back to the right rep agreement and order period

PAIN_02

Some commissions get collected before the invoice is issued — cash lands with no matching AR document in the folder

PAIN_03

Override bonuses arrive folded into supplemental wires with no separate invoice

The catch other tools miss

It flags the AirFlow $3,840 and Meridian $3,200 April commissions that landed in May checking with no invoices issued yet, plus the $1,840 Hartland Q1 override bonus that came in as part of a supplemental wire with nothing to match.

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.