For Independent Sales Reps

Your AI can run your sales agency's books. Really.

Connect FinStat from Grok, ChatGPT, Claude, Cowork, Work, Cursor, Codex, Agent, Grok Bot, or Perplexity on your computer. Hand over your checking and Visa statements, commission invoices, your 1099-NEC, and fuel and meal receipts, and it hands you a review-ready P&L, every transaction tied to its source.

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Hand these documents to your AI and say “run my books.”

May commission invoice to TexStar, $7,240

April commission invoice to TexStar, $6,840

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

TexStar 1099-NEC · FY25

$72,480.00

Commission income · Apr

$11,324.00

May commission invoice

$7,240.00

Checking close · May

$26,810.20

Figures from the DK Ramos Sales Agency 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

Mixed-use Visa: SaaS subscriptions (Microsoft 365, Zoom, Dropbox) land alongside fuel and prospect meals and all need categorizing

PAIN_02

Solo sole-prop with 1099 income and no W-2 — every dollar is SE-taxable and flows through Schedule C

PAIN_03

Commissions arrive on different cadences (TexStar monthly, BorderLine quarterly), creating timing differences between invoice and deposit

The catch other tools miss

It ties the $6,840.00 March commission invoice to the April deposit and the $7,240.00 April invoice to the May deposit — to the penny — and cross-checks them against the $72,480.00 TexStar 1099-NEC so nothing slips past Schedule C.

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.