# Financist for accountants and finance managers

> Financist helps accountants, finance managers and consultants run management accounting for several clients: each company has its own workspace, roles limit access, an audit log records changes, and bank statements are imported through Claude MCP with a preview first. It is management accounting, not a replacement for tax reporting.

Run management accounting for several clients in separate workspaces, give each person the right access level and keep the change history at hand.

## Who it is for

Financist fits if you help business owners see their money: you collect statements every month, sort them into categories, prepare a cash flow and profit and loss report, and watch debts and the payment calendar. It helps to have one tool the owner can also open and see the same figures.

The main boundary: Financist does **management accounting**. It does not file tax returns, does not replace your bookkeeping software and does not produce statutory source documents. The difference between the two approaches is explained in the [guide to management versus financial accounting](https://findir.rozum.one/en/guides/management-vs-financial-accounting/).

## What matters when you serve several clients

- **One workspace per company** — Client data is never mixed: every company has its own workspace with its own accounts, categories and transactions. You switch between them without logging in again.
- **Roles and visibility** — There are four system roles — owner, administrator, observer and responsible employee — plus custom roles. Access can be limited to specific accounts and projects.
- **Audit log** — Changes to roles, employees, invitations, settings, automation rules and budgets are recorded. Tool calls made through Claude MCP are audited as well.
- **Statement import via Claude MCP** — Drop a statement into a Claude chat; it parses the rows and prepares an import with duplicate detection and category suggestions.
- **Documents and approvals** — Documents are linked to payments, and payment requests go through approval chains.
- **Export** — Cash flow, profit and loss, balance sheet, debt and payment calendar reports export to CSV that opens in Excel. A JSON backup of the workspace is available too.

## What a statement import through Claude MCP looks like

1. **Connect the connector** — Add Financist as a custom connector in Claude, sign in and choose the client’s workspace. Turn on read-only mode if you need it.
2. **Send the statement** — Give Claude a PDF, CSV, screenshot or text. It extracts the rows and looks at the workspace’s accounts and categories.
3. **Review the preview** — Before anything is written you see how many transactions are new, how many are duplicates or transfers between your own accounts, plus warnings about mismatched totals or balances.
4. **Confirm the write** — The import runs only after you confirm. For seven days it can be undone with a token, as long as the transactions are not yet reconciled.

## What Financist does and does not do

| Does | Does not |
| --- | --- |
| Tracks accounts, transactions, debts, assets and stock | File tax returns or statutory reports with authorities |
| Builds cash flow, profit and loss and balance sheet reports | Replace bookkeeping software with journal entries |
| Imports statements via Claude MCP and CSV | Sync with banks or accounting programs |
| Roles, visibility and an audit log | Give legal opinions on compliance |

## Access security for Claude

The Claude connection uses OAuth 2.1 with PKCE. Claude’s effective permissions are the overlap of what you allowed on the consent screen and your role’s current permissions: if a role is downgraded, the change applies immediately. In read-only mode write tools are not available. Connections can be revoked in the web interface. See the [security page](https://findir.rozum.one/en/security/) for more. The product is in early access.

## Check it on demo data

**Check it on demo data** Try a workspace with sample data, and write to us if you would like a pilot with your clients. [Try the demo](https://findir.rozum.one/app/)

## Frequently asked questions

### Can I manage several clients under one account?

Yes. Each company gets its own workspace, data is not mixed between workspaces, and you switch between them from one login. Employee permissions are set separately in every workspace.

### Does Financist replace tax reporting?

No. It is management accounting: money, profitability, debts and plans. Tax returns, statutory documents and journal entries stay in your bookkeeping software, and Financist complements them with reports the owner can understand.

### Is it safe to give Claude access to a client’s books?

Access is granted through OAuth on a consent screen, can be limited to read-only mode and revoked at any time. Claude’s permissions never exceed those of your role, and tool calls are recorded in the audit log.

### How do I export data?

Cash flow, profit and loss, balance sheet, debt and payment calendar reports export to CSV, as do budgets and transaction lists. A JSON backup of the whole workspace can be created by a user with the right permission.

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Source: https://findir.rozum.one/en/solutions/accountants/