LivePFS · About
About LivePFS
LivePFS keeps one personal financial statement always up to date. You build the statement once — connecting bank, brokerage, and loan accounts read-only, adding real estate and business interests yourself — and balances refresh daily, so a lender-ready PDF is a click away whenever anyone asks.
Why it exists
LivePFS was built by a real-estate and business owner who was asked for a personal financial statement several times a year — every new loan, every renewal, every annual review — and got tired of rebuilding the same document on a different bank's blank form each time. The product is the fix he wanted as a borrower: create the statement once, keep it current automatically, and hand every lender the same honest document.
That borrower's-eye view shows in the choices: connections are read-only, so the software structurally cannot move money or place trades; figures synced from an institution are locked against editing; and anything entered by hand is labeled as manual — never dressed up as verified. Every exported PDF carries a QR verification certificate a lender can scan to confirm the document is genuine and download the original exactly as issued.
Who operates it
LivePFS is operated by TGM Ventures, Inc., a US company, and runs on Google Cloud in the United States. Your data is encrypted at rest, never sold, and yours to delete. Questions — about the product, security, or a statement you've received — reach a human at contact@livepfs.com.
Where to go next
See it with your own accounts
Connect read-only and keep one lender-ready statement current.
7-day free trial, then $19/month or $190/year. Manual entry is always free.