For Independent Sales Reps

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

Add the FinStat connector to Claude Code, Codex, Cursor, Grok Build, or Claude Desktop with Cowork. Then drop in 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.

Connect FinStat →1M tokens free · no credit card

Point your AI at a folder like this 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.

Pick your setup. Books in minutes.

FinStat needs an AI that can open files or folders on your computer — not just a connector in Settings. Seeing FinStat’s tools is not the same as FinStat being able to access the files you want it to.

Your computer

Setups that can reach your files

Claude Code

verified on Windows

Reads the folder you launch it in

Run thisclaude mcp add --transport http finstat https://mcp.finstat.ai/mcp

Open Claude Code in the folder that holds your documents.
Run the command above — it installs FinStat directly, no prompting needed.
Sign in when the browser opens — your free 1M tokens load automatically.
Ask it to run your books on the files in that folder.

You don’t need real statements or documents to learn FinStat. Say “Run FinStat Tutorial” or “Get Started” — your AI can make sample documents and walk you through all of it.

Working in a browser tab?

To run books, use a desktop AI that can reach your files. Browser chat alone isn’t enough for FinStat — even if FinStat appears under your connectors.

Claude Desktop Cursor

We only list setups we’ve run books on ourselves. Verified as of 2026-07-20.

No API keys
No credit card
1M tokens free

It really is that easy.

What is MCP?

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.

Connect once.

Paste the FinStat connector into your AI host (Claude, Cursor, etc.). Sign in — your free tokens load. No card. 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, or on a setup that reads folders, point it at one: run my books on the files in this folder.

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.

Built by the BadBank.ai team — the same people who have been turning financial PDFs into accounting data since 2024.

Patents pending