Both plans update every connected account every day and give you the same lender-ready statement. Pro adds Analytics and more on-demand refreshes.
Standard
$190/year
Everything you need, updated every day.
Every connected account updates every day
Connect every bank, brokerage and loan you have
Add all your properties, businesses and other assets — no per-item fees
A lender-ready PDF with a QR verification certificate
A fresh copy emailed to you each month
Read-only, encrypted connections
2 “Refresh now” a month, then $9 each
Pro
$290/year
Standard, plus Analytics and more refreshes.
Everything in Standard
Analytics (net-worth history, growth and a forecast, plus past net worth)
“Refresh now” up to 3 times a day
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.
Both plans also include
Formula-driven Excel exports alongside the PDF
Secure, revocable share links for every lender
Encryption at rest — your data is never sold
Questions, answered
One tap of Refresh now updates every connected account on your statement at once — that’s one refresh, however many accounts you have. The automatic daily update never counts. Standard includes 2 refreshes each calendar month, and they reset on the 1st. Pro includes up to 3 a day.
Buy an extra refresh for $9, a one-time payment right from the app; it runs as soon as it’s paid. Or switch to Pro, where Refresh now is available up to 3 times a day, along with Analytics.
Every day, on both plans. Each connected account updates automatically, and Refresh now updates them in seconds whenever a lender asks.
Your balances update every day on either plan. If you subscribe to LivePFS Daily, it’s now called Pro, and nothing else changes. If you subscribe to LivePFS Individual, nothing changes before your renewal. About 30 days before you renew, we’ll email you about both plans. At renewal you move to Standard at your current price, with 2 “Refresh now” a month, unless you choose Pro.
Yes. Move from Standard to Pro any time in the app; you pay only the prorated difference for the rest of your billing year.
Eligible new subscribers get a 7-day free trial on either plan — card required, no charge if you cancel during the trial. Both plans cover connected or manual statements.
Be lender-ready before anyone asks.
Connect your accounts and reach a lender-ready statement in minutes. Choose your plan when you start.
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.