For Wholesale Distributors

Your AI can run your distribution company'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, customer invoices, inbound freight and vendor bills, and warehouse lease, and it hands you a review-ready P&L, every transaction tied to its source.

Start free →Sign inAccount first · 1M tokens free · no credit card

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

Pioneer Pacific invoice, $24,800 (2/10 NET 30)

West Coast Restaurant Supply invoice, $18,400

Inbound LCL freight, drayage & customs, $1,884.40

Packaging — pallets, film, boxes, $2,484

Staples office supply, $184.20 (partial on card)

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

Pioneer Pacific invoice

$24,800.00

Pioneer Pacific deposit

$24,304.00

Checking close · Apr

$33,546.20

Checking close · May

$23,636.40

Figures from the Cascade Supply Co LLC 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

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

PAIN_02

Customers like Pioneer Pacific take the 2% early-pay discount, so the deposit never matches the invoice and a write-off is needed

PAIN_03

Primary supplier ACH payments hit the bank with no matching bill in the folder, and semi-monthly ADP payroll splits net wages from taxes

The catch other tools miss

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.

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.