Which supply payments have a bill behind them? Now you'll know.
Give your AI your insurance ACH batches, patient co-pay receipts, supply bills, and card statements. Card payments and supply ACHs are tied to their bills, and payments with no bill are flagged.
Account first · 1,000,000 free tokens · no credit card
The documents in this sample case.
The parts that eat your evening.
- Insurance carriers (Delta Dental, Cigna, Aetna) pay in commingled ACH batches weekly, so every deposit mixes multiple payers and patients
- Patient co-pays get batched into daily deposits — tying any one receipt back to a deposit is guesswork
- Rent and parking, supplies, payroll, and malpractice insurance all flow through one checking account and need to be split out
It ties the $1,484.20 ACH on the April checking to the exact Visa payment and prior balance, matches the $2,840.00 dental-supply ACH to its bill, then flags the $2,640.00 May supply payment and the second $684.00 maintenance run that have no bill in the folder.
Reconciled to the bank. Then ask your AI anything about your books.
Figures from the Pinewhistle Family Dental PLLC 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 →