It updates itself
Connected balances update every day and refresh in seconds. Your net worth recalculates on its own.
One statement. Every lender.
Your complete financial picture, always lender-ready.
Updates itself every day, and in seconds whenever a lender 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
One PFS, every lender
Send the same statement to every lender — a clean PDF or a secure, revocable link.
Read-only, encrypted
LivePFS sees balances; it can never move money. Your data is encrypted and never sold.
How it works
A lender-ready PFS in minutes
Connect once
Link your bank, brokerage, and loans through secure read-only connections.
It stays current
Balances update every day and refresh in seconds. Nothing to maintain, nothing to retype.
Download any time
A lender-ready PDF or Excel, one click away whenever a lender asks.
Be lender-ready before anyone asks.
Create it once. It updates itself every day, and in seconds whenever a lender 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