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FinStat

Reads bank statements and QuickBooks exports, rebuilds the books, reconciles them and fills tax forms for an AI agent.

From $30 per use

FinanceFree tierUsage-based pricingSmall business
finstat.ai ↗LinkedInXYouTube
Open finstat.aiAlternativesSet it up for my teamIs FinStat yours? Claim the card →
At a glanceswept Oct 21, 2026

≈ 43visits/mo

Little sign of use · estimate, read Oct 13, 2026

For
CPA firms, tax preparers and bookkeepers who want their AI assistant to do client accounting work
Price
From $30 per usepricing page, read Oct 19, 2026
Company
FinStat Inc. · since 2024site footer · per their About page
Used for
  • reconcile bank statements against a QuickBooks export
  • draft Schedule C and Schedule E from the books
  • build board and management reports from balanced books
read off finstat.ai on Oct 19, 2026
Worth knowingcomputed from what we read · each with its source
  • On the web since 2024, older than 66% of its shelfINITE Atlas
  • Has an MCP server (1 in the registry)public registry →
  • Publishes llms.txt, a file written for AI assistantsfinstat.ai ↗
Pricingpricing page, read Oct 19, 2026

From $30 per use

pricing page

The companyeach fact with its source · read Oct 19, 2026
Your datawhat they publish, each line with its page · read Oct 19, 2026

“Under those providers' published business API terms, API inputs and outputs are not used to train their models by default.”

privacy policy ↗

These are FinStat's own statements, read from its pages. We did not audit them. A line that is missing was not found on the pages we read; it does not mean the practice is absent.

How a program reaches itfound, not claimed · read Oct 19, 2026
  • MCP serverai.finstat/finstatverified in the MCP registry
  • Stateanswers, requires sign-inchecked 2026-10-19
  • Address to connectmcp.finstat.ai/mcp
  • MCP docsfinstat.ai/mcp/accounting-bookkeepingthe vendor's page ↗

MCP server details →

This card as JSON, for your agent →

Each line is something a program found when it went looking: the registry entry, the server's own answer, a spec that parses. A missing line means we did not find it, not that it does not exist.

Alternatives in Financeby use, among tools still maintained

Figure and bar: visits/mo, estimate · year: online since

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beta

Three tools from the Atlas for the job you describe, each with what fits and what does not.

From people who use itnot part of the reading

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Questions this page answers
  • What is FinStat?

    Reads bank statements and QuickBooks exports, rebuilds the books, reconciles them and fills tax forms for an AI agent. It is listed in the Atlas under Finance and made by FinStat Inc.

  • Who is FinStat for?

    CPA firms, tax preparers and bookkeepers who want their AI assistant to do client accounting work

  • How much does FinStat cost?

    Paid plans start at $30 per use, per FinStat's pricing page on 2026-10-19.

  • Do people use FinStat?

    Little sign of use: ≈ 43 visits/mo · estimate, 2026-10.

  • Who owns FinStat?

    FinStat is run by FinStat Inc., per its site footer (2026-10-19).

  • Does FinStat train AI on your data?

    Its privacy policy speaks for its AI providers rather than for FinStat itself (2026-10-19): “Under those providers' published business API terms, API inputs and outputs are not used to train their models by default.”

  • Is FinStat safe?

    We do not audit vendors. What FinStat publishes, read 2026-10-19: SOC 2 Type II, GDPR, CCPA stated on its privacy policy.

  • Does FinStat give refunds?

    In its own words (terms of service, 2026-10-19): “All fees — including usage-based fees for usage already incurred — are non-refundable, except as expressly provided in Section 8.4 (Limited Refund) or as required by applicable law.”

  • What are alternatives to FinStat?

    In Finance, by use: Holdings, Digits, TaxGPT (AI Tax Co-Pilot), doola, Zeni, Basis.

How we read a tool

No votes, no reviews, no vendor claims. Every week a crawler reads each tool's own site and a few public registries, and the words on the card are bands over what it read.

  • Use: visits to the site (estimated), installs from npm and PyPI, presence in Chrome's usage report.
  • Activity: the newest release on GitHub, npm or PyPI; the newest dated page on the site; open roles on a public jobs board.
  • Price: the vendor's own pricing page, read with the date. A figure is printed only when it is on that page.
  • The line and the use cases are written by us from the homepage, one tool at a time, and refused when they repeat the vendor's marketing.

How AI assistants read each site — the reading vendors ask us about — is on each tool's own visibility page.

How we read every tool → · By INITE Atlas Desk