For Professional Consultants

Your AI can run your consulting practice's books. Really.

Connect FinStat from Grok, ChatGPT, Claude, Cowork, Work, Cursor, Codex, Agent, Grok Bot, or Perplexity on your computer. Hand over your retainer and milestone invoices, travel receipts, and bank and card 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.”

Pennington Group milestone #2 invoice ($12,000)

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

Checking close · Apr

$54,205.00

Checking close · May

$60,006.80

Pennington milestone #2

$12,000.00

Hartwell retainer · monthly

$8,500.00

Figures from the Meridian North Consulting 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

Monthly retainers and project milestones from different clients all land in one checking account and need to be split by engagement

PAIN_02

Client travel — airfare, hotel, team dinners — shows up on both Visa and checking, raising duplicate-entry questions

PAIN_03

Deposits arrive with no matching invoice, and a reimbursement that exactly equals an office fee invites a closer look

The catch other tools miss

It flags the $1,284.00 Hartwell expense reimbursement that exactly matches 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 reconciliation gap.

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.