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.
Invitation-only while we onboard new borrowers. $190/year once you’re in.
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 refresh daily, 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 up-to-date, ownership-aware PFS across all your entities.
Invitation-only while we onboard new borrowers. $190/year once you’re in.