Every entity, one statement
LLCs, S-corps, partnerships — each ownership position on a single PFS.
For business owners
The loan is business. The financial statement is personal.
When you sign a guarantee, the bank wants your personal financial statement — you, across every entity you own. Create it once; it’s ready every time underwriting asks.
Eligible new subscribers: 7-day free trial, then $190/year for Standard or $290/year for Pro. Card required. Cancel anytime in the first 7 days and you won’t be charged. Compare plans
Business equity as a line item
Add each business interest with its value and your ownership share, beside your personal accounts.
Current at every renewal
Connected balances update every day and refresh in seconds, so you’re never rebuilding the statement before a renewal.
How it works
A lender-ready PFS in minutes
Connect and add
Link your bank, brokerage, and loans read-only. Add real estate and each business interest.
Review ownership
Confirm labels across entities, trusts, and joint accounts — one ownership-aware PFS.
Share when the bank asks
A password-protected PDF or a secure, revocable link — the same statement for every lender.
Create it once. Hand it to any bank.
Stop rewriting your net worth for every lender. One lender-ready, ownership-aware PFS across all your entities.
Eligible new subscribers: 7-day free trial, then $190/year for Standard or $290/year for Pro. Card required. Cancel anytime in the first 7 days and you won’t be charged. Compare plans