Net-30 deposits, matched to the purchase order behind them.
Give your AI your PO-based customer invoices, raw material and utility bills, freight invoices, and bank statements. PO invoices are tied to their deposits, and customer payments with no invoice are flagged.
Account first · 1,000,000 free tokens · no credit card
The documents in this sample case.
The parts that eat your evening.
- PO-based customer invoices pay Net 30, so large deposits have to be tied back to the right job and purchase order
- Raw material, electricity demand charges, freight, and tooling bills all hit by ACH and must be matched to vendor bills
- Several customers pay by deposit only — Meridian, Lakeside, Cascade — with no invoices in the folder
It ties the $24,800 Apex Hydraulics PO invoice and $18,400 Butler Precision invoice to their exact April deposits, then flags the Meridian $12,840, Lakeside $9,200, and Cascade $18,200 customer deposits that arrived with no invoices anywhere in the folder.
Reconciled to the bank. Then ask your AI anything about your books.
Figures from the Anvilbrook Metalworks 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 →