Travel on both the Visa and checking? Flagged as a possible duplicate.
Give your AI your retainer and milestone invoices, travel receipts, and bank and card statements. Deposits are matched to invoices where they exist, and travel on both card and checking is flagged as a possible duplicate.
Account first · 1,000,000 free tokens · no credit card
The documents in this sample case.
The parts that eat your evening.
- Monthly retainers and project milestones from different clients all land in one checking account and need to be split by engagement
- Client travel — airfare, hotel, team dinners — shows up on both Visa and checking, raising duplicate-entry questions
- Deposits arrive with no matching invoice, and a reimbursement that matches an office fee to the cent invites a closer look
It flags the $1,284.00 Hartwell expense reimbursement — the same amount as the Regus office fee — with no expense report behind it, and catches the April travel charges (Delta $484.20, Marriott $312.40, dinner $284.20) appearing on both Visa and checking as a possible duplicate entry.
Reconciled to the bank. Then ask your AI anything about your books.
Figures from the Northquill Consulting 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 →