Get started

Start with your workflow.

Tell us what you want your agents to do. We’ll help you work out the connection, the controls and the right first use case.

Let’s talk.

For agencies, consulting firms and accounting software teams building on Footing.

Get in touch
  1. Describe the work.

    Share your company, the workflow you’re building and the agent or software you use. A short description is enough to start. Keep client records and credentials out of email.

  2. Agree the access and controls.

    We’ll discuss your integration, expected volume and commercial terms, including client-facing use. Establish who can authorize changes, which company policies apply and who reviews the results.

  3. Connect your agent.

    Once your account is ready, use Connections in the FinStat console to connect your agent through MCP. Follow the account-specific instructions there; credentials stay in your approved agent environment.

  4. Prove the workflow.

    Start with an authorized sample. Follow it from document admission through the financial results and review. Check the controls and sign-off process before expanding to client work.

Before you connect

Understand the foundation.

Read about security