statementsready.Personal Financial Statements. Simplified.
Start free trial

A net worth statement, generated from your balances.

A net worth statement generator builds the one-page document lenders ask for, assets minus liabilities with a signature, from balances it reads directly from your accounts. StatementsReady does that through Plaid, read-only, then exports the statement as a PDF, as SBA Form 413, or as the Chase form. The first one takes about 8 minutes. The next one is a click.

Generate my statement Free template instead

7 days free. No credit card.

How it
works.

Three steps. The totals and the layout are the generator's job.

  1. Connect or upload

    Link banks, brokerages, and loans read-only through Plaid. For the rest, upload a document and Smart Import fills it in, or type it in yourself. Real estate, vehicles, and business interests go in once.

  2. Review the totals

    Assets, liabilities, and net worth add up as you go. Add notes where a lender will want the method behind a number.

  3. Sign and export

    Sign in the app, invite a co-signer by link, and export a PDF, SBA Form 413, or the Chase form. Send a link that expires when you say.

What
you get.

The free trial covers one connected bank, one statement, and one watermarked export.

Generate my statement 7 days free. No credit card. See plans and pricing

Common questions.

Still have a question?
Get in touch

Is the generator safe?
Bank connections run through Plaid with read-only access, so the app never sees your bank password and cannot move money. Data is encrypted at rest and sensitive fields are encrypted again inside the database. Two-factor sign-in is available on every account.
Does it work for SBA loans?
Yes. The same statement exports as SBA Form 413 in the current edition, with the eight sections filled and overflow written to labelled attachments in one PDF.
Can I export to Excel?
Yes, on any paid plan. You get an Excel file with a tab for each schedule and live formulas, plus an editable Word copy. The free Excel template on the templates page is the no-account route.
How much does it cost?
Every account starts with a 7-day trial, no card, that includes one bank connection, one statement, and one watermarked export. After that, $79 once for a single statement or $29 a month for unlimited statements.
Do I have to connect my bank?
No. Every balance can be typed in and the generator works the same. Connecting is what makes the next update a click instead of a rebuild.

Start your statement.

Free for 7 days. No credit card.

Start free trial See every feature