You ask
“Show me last quarter by location.”
The management view, for the period you name, from the same reconciled transactions.
For small businesses
One set of books. As many views as your business needs.
Keep QuickBooks, Xero or no system at all. Your AI hands FinStat your statements and receipts, and FinStat builds accurate books. Then it gives you a tax view, a management view and a lender’s view, all from the same facts. Using Claude, ChatGPT or Grok? Connect FinStat and tell your AI what you need.
1,000,000 free tokens · no credit card · no monthly subscription
01 / One set of facts, several charts
The chart is a view, not the books.
FinStat records what happened first: each payment, each bill, each obligation, who it was with and which document shows it. The chart of accounts comes after, as a way of arranging those facts. So one workspace can carry several charts at once.
Because every view is drawn from the same transactions, the views stay in agreement with each other. Change a chart and nothing is re-keyed; the year is not reclassified by hand.
| View | Who reads it | How it is arranged |
|---|---|---|
| Tax view | Your tax preparer | Accounts arranged to the Schedule C or 1120-S lines, so the preparer works from categories that match the return. |
| Management view | You, running the business | How you actually run it: by location, by service line, payroll rolled up into one line if that is how you think about it. |
| Lender or investor view | A bank, a lender, an investor | A clean, conservative presentation for a loan application or an investor update. |
| Board view | Partners or a board | The few lines the people you report to want to see, at the level of detail they ask for. |
All four are drawn from the same reconciled transactions in one workspace. Add a view when you need one; the others are unchanged.
02 / From the documents you already have
Statements and receipts in. Accurate books out.
There is no new system to set up. Your AI hands FinStat what you already keep, and FinStat does the bookkeeping work.
- What you hand overBank and card statements, digital or scanned.What FinStat does
Reads them and reconciles each period to the bank’s own printed balances, or tells you why a period does not reconcile.
- What you hand overReceipts, invoices and bills.What FinStat does
Fourteen document types in three forms. Each is checked against the law of its form and sealed: clear text anyone can read, tamper-evident, kept on your own machine as well as in the workspace.
- What you hand overYour QuickBooks Online export, if you keep one.What FinStat does
Works from it beside your file. Counterparties are identified, with an EIN where public records carry one. Import files come back for QuickBooks, Xero or Sage (QBO, OFX, CSV) when you want them.
- What comes back to youQuestions, with the page attached.What you do
What the documents cannot settle goes back to your AI with the source page. Your AI clears what it can and asks you about the rest.
03 / What you can ask for
Talk in goals. Your AI handles the details.
You ask
“Give my tax preparer the Schedule C view.”
The tax view for the year, with the documents behind each figure available to them.
You ask
“Build the lender’s view for the loan application.”
A new chart over the same facts. Nothing is re-keyed and the other views are unchanged.
You ask
“What doesn’t tie?”
The open questions, each with its source page, so you answer only what the documents cannot settle.
1,000,000free tokens to start, no credit card
$30per million tokens after that: you pay for the work FinStat does
No seatsand no per-user fee
No subscriptionand no monthly fee: pay only for work done
Usage-based pricing · full pricing
04 / Questions owners ask
Straight answers.
- Do I have to leave QuickBooks?
- No. FinStat can work beside QuickBooks or Xero, from your export and your statements, and hand back import files when you want them. Or FinStat can be your system of record.
- Do I still need an accountant?
- FinStat keeps accurate books. Your preparer still prepares and signs the return; the tax view is there for them, with the documents behind it.
- Which AI does it work with?
- Claude, ChatGPT, Grok, Cursor, Codex, Perplexity and others that connect to tools. Use the one you already have.
No setup, no migration
Start with one month.
Hand the AI you already use last month’s statements and receipts with FinStat connected. Ask for the books, then ask for the view you need.