Keep your accounting system. Give your AI an accounting engine.

FinStat

Works for your agent. Whatever your workflow or system of record.

FinStat is the essential accounting assistant for your AI. Keep QuickBooks, Xero or NetSuite — or no system at all — and keep working the way you do. Your AI hands FinStat the work it should not do alone: reading and reconciling statements, checking the books, identifying counterparties, making the hard accounting calls. FinStat does it accurately and fast, and returns only what needs your AI’s judgment, with the evidence. You tell your AI the goal; you pay only for the work.

Works with Claude · ChatGPT · Grok · Cursor · Codex · Perplexity.

Start free →How FinStat compares
Create your account first · 1M free tokens · no credit card
Inputs
Digital or scanned PDFs, QuickBooks Online exports
Document types
14, each checked and sealed
Free start
1M tokens
Then
$30 / 1M tokens
01 / Alongside

Keep your system of record. FinStat lets your AI do the accounting work around it.

A system of record reports what was posted to it. Can it check itself, keep the bank’s descriptions once a row is matched, read a statement no feed reaches, reclassify without a re-key, hand another system its import files, fill in a tax form from the books, or draw you a chart? FinStat is the MCP your AI needs to do those things and more. How FinStat compares →

With FinStat, your AI can

Check the books.

Hand it a QuickBooks Online export and the bank statements. FinStat rebuilds the books from the evidence and shows where they differ.

With FinStat, your AI can

Draft the tax forms.

With the books and FinStat’s reports to work from, your AI can pull the official IRS form PDFs and fill in what the books support — Schedule C, Schedule E, the business lines of a 1065, 1120 or 1120-S — for a preparer to review. The tax preparer’s page →

With FinStat, your AI can

Build reports and graphs.

Board packs, dashboards, trend charts, drawn by your AI from books that already balance.

With FinStat, your AI can

Reclassify without re-keying.

Board view, management view, tax view: one set of facts, as many charts of accounts as you need.

With FinStat, your AI can

Move between systems.

Decode a QuickBooks Online export and produce import files for the next system: bank activity as QBO, OFX or CSV. Open invoices, fixed assets and payroll history move through the new system’s own import tools.

With FinStat, your AI can

Keep the evidence.

Every number stays tied to the document it came from, and every document is sealed so a later change is detectable.

02 / Start

Create your account. Continue in the console.

03 / Proof

Try it on a made-up company. Then say “now do my client’s.”

You don’t need client data to see FinStat work. Ask your AI to invent a small company and run its books. Ask for the books two different ways. Then hand it a real client’s export from the system of record and question anything.

  1. 1
    Invent a company

    Say: Create an example for 2025 — two credit cards, a checking account, and the usual small-business spend. Run the books.

  2. 2
    Ask for the books two ways

    Say: Show me a board view and then a management view, with payroll rolled up to one line. Two different charts of accounts over one set of transactions; every difference between them traces to a rule you set.

  3. 3
    Then run a real client

    Export one client from QuickBooks Online, hand your AI the zip, and say: OK, now do my client’s books. Then question anything.

04 / Industries

Pick your client’s industry. Watch those books run.

Every industry page walks through a complete sample set of books for that kind of business. Each client is its own workspace, with no per-client fee. Owners running their own books are welcome too.

Accounting & bookkeepingAdvertising & PR agenciesAgriculture & ranchingArtists & photographersAuto repair shopsChurches & religious nonprofitsGeneral contractorsPlumbing & construction tradesArchitecture & designEquestrian boardingFinancial advisors & RIAsProduct & maker businessesCleaning & home servicesHair & beauty salonsIT & managed servicesInsurance agenciesLawn care & landscapingLaw firmsInns & lodgingManufacturer rep firmsManufacturersMedical & dental practicesNonprofitsProfessional consultantsProperty managementReal estate brokeragesRental businessesAppliance & repair shopsRestaurants & barsRetail & eCommerceIndependent sales agentsTrucking & owner-operatorsWholesale distribution

One bank account for household and business? →

05 / Engine

What goes on inside. Submit. Ask. Ask again.

Your AI does not make up the numbers. FinStat keeps them. You submit your existing books or documents, and they are sealed as facts. You ask for a report, and the books are a view projected from those facts. You ask again, in different words — same facts, new view. That is why one client can have a cash view, a tax view, and a management view built from the same transactions. How that changes a firm’s month-end →

1 · You submit documents or books

Statements become a ledger.

Transactions — including those from accounts with no feed — every one connected to its related events and sources. Date mismatches and split deposits get matched. The math holds: balanced journals.

2 · You ask for information

FinStat hands your AI the data.

You say Show me a P&L. The engine already has the books. Your AI writes the report — not by re-reading PDFs, but from numbers that already balance.

3 · You ask for any variation you can think of

Again. In different words.

Board pack. Tax view. Roll payroll up. Compare to last year. Same ledger, new words. No re-sending last month’s PDFs to the model.