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Build your personal financial statement online, no spreadsheet.

Connect Chase, Bank of America, Wells Fargo, or any of 12,000+ financial institutions once, and the balances fill themselves in, read-only through Plaid. The totals add up as you go, and you export a signed, lender-ready PDF in about 8 minutes. The bank layout and SBA Form 413 come from the same statement.

• Live bank, brokerage, and loan balances through a read-only connection
• Assets, liabilities, and net worth calculate as you go
• Bank PDF and SBA Form 413 from one statement, whichever the lender asks for
• Sign in the app and send a link that expires when you say
• Free 7-day trial, no credit card