Sales tax collected on each repair, kept out of income.
Give your AI your checking and Visa statements, parts receipts, and flat-rate service invoices. Parts receipts are tied to the job and the card, and the sales tax you collect stays out of income.
Account first · 1,000,000 free tokens · no credit card
The documents in this sample case.
The parts that eat your evening.
- WA retail sales tax applies to the whole repair charge — parts and labor alike, under WAC 458-20-173 — at Spokane's combined state-plus-local rate, and what you collect is a liability to remit, not income
- Merchant parts receipts, retail hardware slips, and fuel receipts all need to be matched back to the right job and the Visa card
- Flat-rate service invoices are AR that may not hit the bank the same month they're billed
On the April Visa it reconciles a $1,284.20 balance that's paid in full, then charged back up to the same $1,284.20, and it ties the $284.20 Republic Parts compressor receipt — parts for unit 14820 — straight to the Martinez refrigerator job, so job cost and the sales tax collected on it stay separate.
Reconciled to the bank. Then ask your AI anything about your books.
Figures from the Coppervane Appliance Repair 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 →