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LivePFS · Pricing

Two plans. One lender-ready statement.

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

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.