Broker remittances by the load, matched to each deposit.
Give your AI your checking and Visa statements, truck loan statements, broker remittance invoices, and IFTA fuel receipts. Remittances are matched to deposits, and mixed personal and business truck-stop charges are flagged.
Account first · 1,000,000 free tokens · no credit card
The documents in this sample case.
The parts that eat your evening.
- The Freightliner truck loan needs interest (8.5% APR) split from principal every month — straight amortization tracking
- IFTA fuel is purchased across WY and CO and has to be tracked by state for the quarterly fuel-tax filing
- Owner-operator revenue all arrives as broker ACH remittances per load, with high fixed costs (loan, insurance, IRP plates) to match against
It matches the $4,840.00 April broker remittance (Loads 1841 + 1844) to its deposit and the $5,240.00 May remittance (Loads 1852 + 1856) to its deposit, while flagging the mixed personal/business DEF and truck-stop charges on the April Visa that are easy to let slide.
Reconciled to the bank. Then ask your AI anything about your books.
Figures from the Iron Pine Hauling 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 →