The customer took 2% for paying early. Booked as a sales discount.
Give your AI your checking and Visa statements, customer invoices, inbound freight and vendor bills, and warehouse lease. Early-pay discounts are booked as sales discounts, and supplier payments with no bill are flagged.
Account first · 1,000,000 free tokens · no credit card
The documents in this sample case.
The parts that eat your evening.
- B2B sales are resale-exempt from WA sales tax, but WA B&O tax is paid monthly in arrears as a recurring ACH that has to be caught
- Customers like Pioneer Pacific take the 2% early-pay discount, so the deposit never matches the invoice and the difference has to be booked as a sales discount
- Primary supplier ACH payments hit the bank with no matching bill in the folder, and semi-monthly ADP payroll splits net wages from taxes
It catches Pioneer Pacific's $24,800.00 invoice landing as a $24,304.00 deposit — surfacing the exact $496 early-pay discount taken — and flags the $18,284.00 April supplier ACH to Cascade Valley Foods that has no bill behind it at all.
Reconciled to the bank. Then ask your AI anything about your books.
Figures from the Basalt Crest Supply Co 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 →