Ten new kayaks aren't a repair bill — they're booked as equipment.
Give your AI your Square settlements, group rental invoices, equipment receipts, and bank and card statements. Fleet purchases are booked as equipment, and payouts with no settlement detail are flagged.
Account first · 1,000,000 free tokens · no credit card
The documents in this sample case.
The parts that eat your evening.
- Square pays out net of fees, with tips folded in, in two batches a month, but only the larger settlement statement gets saved
- Capitalizable fleet purchases (10 new kayaks) sit right next to ordinary repair and permit expenses and need separate treatment
- Cash walk-in rental deposits land in checking with no itemized receipts behind them
It ties the $1,319.94 April and $2,914.17 May Square payouts to their deposits, books the $4,800 ten-kayak purchase as capitalizable equipment, and flags the $684 and $840 payouts with no settlement detail plus a possible duplicate $1,200 group-rental invoice.
Reconciled to the bank. Then ask your AI anything about your books.
Figures from the Bluefin Kayak & Bike Rentals 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 →