Grants that arrive as bare deposits, booked to the right revenue line.
Give your AI your donation receipts, grant deposits, program supply receipts, and bank statements. Grants and gifts are booked to the right revenue line, and donor restrictions stay open until an award letter settles them.
Account first · 1,000,000 free tokens · no credit card
The documents in this sample case.
The parts that eat your evening.
- Major gifts, foundation grants, and a government grant all land in one checking account with no award letter to match against
- Net assets with and without donor restrictions (restricted vs. unrestricted) aren't visible from the bank statement alone
- Only a fraction of the donation receipts issued are kept on file — the rest are printed and mailed to donors
Most revenue here lands as bare deposits — the $12,000 CA Education and $8,000 CA Public Health grants arrive with no award letter. It books each to the right revenue line, leaves donor restrictions for review, and treats the two $2,000 reserve transfers as internal moves.
Reconciled to the bank. Then ask your AI anything about your books.
Figures from the Riverbend Youth Alliance Inc sample case — a fictional organization — 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 →