Common-area bills paid as agent, tied to the owner recharge.
Give your AI your owner-statement invoices, utility and tax bills, vendor receipts, and bank and card statements. Common-area bills are tied to owner recharges, and fee deposits 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.
- Management fees plus pass-through utility, tax, and vendor recharges all flow through one account and have to be untangled per HOA
- Common-area bills you pay as agent (water, electric, landscaping, property tax) get recharged to owners on a delayed cycle
- A semi-annual property-tax bill dated January but paid in April creates a multi-month timing gap
It chains the $184.40 Office Depot receipt to a Visa charge posted ten days before the receipt date, ties the $4,284 Collin County property tax and March utility bills into the Lakewood owner recharge, and flags Creekside, Grandview, and Briarwood fee deposits with no invoices.
Reconciled to the bank. Then ask your AI anything about your books.
Figures from the Larkmoor Property Management 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 →