Finance & Capital← The Database
StatementsReady
AI-powered personal financial statement (PFS) generator that syncs with 12,000+ banks via Plaid to automatically pull balances and produce lender-ready PDFs in minutes. Auto-fills SBA Form 413 and bank-specific templates from Chase, Wells Fargo, Bank of America, and others. Built for real estate investors managing complex portfolios across multiple entities and lenders.
When to use it
Use when a CRE investor needs to produce a personal financial statement for a lender, new acquisition, annual compliance, or SBA loan. Instead of spending 3–5 hours manually pulling balances from 10+ accounts and reformatting for each lender's PDF template, connect your banks once and export a clean, lender-ready PFS in under 8 minutes.
