Your Personal Financial Statement: Lender-Ready and Done in 8 Minutes
Connect your banks. See your net worth update automatically. Export the exact PDF format lenders accept.
Finally—A Personal Financial Statement That Doesn't Take All Day.
You have properties. Investments. Multiple accounts. Getting them onto one accurate document shouldn't require 4 hours and a spreadsheet PhD.
StatementsReady Does the Heavy Lifting
Connect your banks once. Your balances sync automatically. Your net worth calculates instantly. Export a clean PDF lenders actually want to receive.
Set It and Forget It
Next year, roll over your statement, refresh balances, and submit in 8 minutes flat.
AES-256 Encrypted • Bank-level encryption • No Credit Card Required
Net Worth
$2,450,000
Chase Business
Synced just now
Real Estate
4 Properties
Your Financial Statement Is Your First Impression With Every Lender
Here's what nobody talks about: before a loan officer ever takes your call, before they run your credit, before they consider your deal—they look at your personal financial statement.
"And in that moment, they're making a judgment call."
The "Headache" Borrower
A hand-typed spreadsheet with inconsistent formatting, manual calculations, and obvious copy-paste errors says: "This person might be a headache to work with."
The "Serious" Borrower
A polished, professional, bank-formatted statement that matches their internal requirements says: "This is someone who has their act together. This is a serious borrower."
Top Benefits
Everything you need to manage your personal financials like a pro.
Create Professional Statements in Minutes
What used to take 3-5 hours with spreadsheets or paper forms now takes under 8 minutes. Automate the tedious work so you can focus on growing your business.
Bank-Ready PDF Formats
Stop guessing what format your lender wants. Generate templates that match exact requirements from Chase, Bank of America, Wells Fargo, and thousands of others.
Auto-Sync Your Account Balances
Connect your bank accounts once, then pull real-time balances with one click. No more logging into 10 different accounts to manually update your statement.
Update Annual Statements in 8 Minutes
When loan renewal time comes, roll over last year's statement and update only what's changed. Your connected accounts refresh automatically.
Sign and Share Without Printing
Built-in e-signatures and secure sharing links eliminate the print-scan-email dance. Send bank-ready documents directly to lenders with download tracking.
Bank-Grade Security
Your financial data deserves serious protection. Enterprise-grade security infrastructure, field-level encryption, and secure authentication keep your information safe.
Save $500-2,000/Year vs. CPA Fees
Why pay your accountant for routine paperwork? Handle your own personal financial statements with professional results at a fraction of the cost.
Be Deal-Ready When Opportunity Knocks
That perfect property won't wait. With StatementsReady, your statement is always current and exportable in seconds—so you can submit to lenders the same day.
Stop the Annual Compliance Fire Drill
StatementsReady turns that annual nightmare into a 8-minute task with rollover statements and connected accounts that remember everything.
One Source of Truth
Maintain one master financial profile and generate the right template for each bank without re-entering data or risking inconsistencies.
See Your Wealth Growth Over Time
Statement versioning lets you compare year-over-year, track net worth growth, and actually see the wealth you're building across your portfolio.
Eliminate Errors That Delay Loans
Manual statements are riddled with math mistakes. Automated calculations and validation catch errors before they become problems.
Upload Your Bank's PFS
Have a specific PDF from your bank? Upload it and we'll automatically map your data to their exact format.
Keep Your Financial Details Private
Stop sharing your entire financial life with CPAs, bookkeepers, and assistants just to get a statement created. Generate bank-ready documents yourself without exposing account balances, property values, or debt details to anyone. Your finances stay between you and your lender—period.
Never Get Caught Without Updated Financials
Portfolio changed? Property sold? New acquisition? Unlike annual CPA-prepared statements that are outdated the day after they're created, StatementsReady reflects your current reality. Update in minutes when life changes—so you're never presenting stale numbers to lenders or partners.
Net Worth Growth
You Finally Know Your Real Number
Here's the uncomfortable truth: most business owners are guessing at their net worth. StatementsReady changes that. When your accounts are connected and your assets tracked, you're not just creating a document for your bank.
You're seeing yourself clearly, maybe for the first time.
- True Financial Position: Your actual net worth, real debt load, and true financial position. Updated. Accurate. Undeniable.
- Better Decisions: Clarity changes how you make decisions. Know which deals to pursue and when to be aggressive.
From "Mess" to "Yes" in 3 Steps
Sync Your Accounts
Connect bank accounts, mortgages, and brokerages securely via Plaid. We pull the balances automatically.
Review & Adjust
Add manual assets (like your business value or art). Our wizard ensures you don't miss contingent liabilities.
Export & Sign
Generate a signed, SBA-compliant PDF or send a secure link directly to your loan officer.
Trusted by "Acquisition Alex" and "Portfolio Pam"
"I was trying to buy a manufacturing business and the broker needed a PFS in 24 hours. My Excel sheet was a disaster. StatementsReady synced everything and I had a professional PDF in 8 minutes. It saved the deal."
Alex D.
Search Fund Entrepreneur
"Managing 12 rental properties used to mean hours of updating mortgage balances manually. Now it updates automatically. My commercial lender actually complimented me on how clean the REO schedule was."
Pam R.
Real Estate Investor
"I'm a stickler for privacy. I love that I can revoke the link access after the underwriter views it. Way better than leaving a PDF in someone's inbox forever."
Dan K.
Small Business Owner
Choose the Plan That Fits Your Portfolio
Whether you need a one-time statement or ongoing compliance tracking.
Single
Best for one-time needs
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Get Started- 1 Professional PFS
- 10 Connected Accounts
- Unlimited Manual Accounts
- Bank connections: 25 days
Pro
For active investors
Or $290/year (Save $58)
Start Free Trial- Unlimited Statements
- 20 Connected Accounts
- Advanced AI Assistant
- Year-Over-Year Tracking
- One-Click Annual Rollover
- Upload Bank PFS
- Priority Support
Pro Plus
For power users
Or $490/year (Save $98)
Start Free Trial- 40 Connected Accounts
- Upload Bank PFS
- Premium Support (2hr)
- Advanced Analytics
- Bulk Annual Rollover
- Custom Export Templates
- API Access
Detailed Feature Comparison
| Feature | Single | Pro | Pro Plus |
|---|---|---|---|
| Statements | 1 | Unlimited | Unlimited |
| Connected Accounts | 10 | 20 | 40 |
| Bank Connection Period | 25 Days | Always Active | Always Active |
| Advanced AI Assistant | |||
| Upload Bank PFS | |||
| Year-Over-Year Tracking | |||
| Annual Rollover | |||
| Deadline Management | |||
| Bulk Rollover | |||
| API Access |
Why Single?
Perfect for one-time statement needs. No recurring charges. Try the platform risk-free before committing.
Why Pro?
The smart choice for active investors. Save $58/year. One-click rollover saves you hours of manual data entry every year.
Why Pro Plus?
For power users with complex portfolios. Double the connections, API access for automation, and premium 2-hour support.