StatementsReady
Builds a lender-ready personal financial statement from synced bank balances in about 8 minutes.
StatementsReady connects to over 12,000 institutions through Plaid, read-only, and pulls balances into a personal financial statement you can export as three PDF layouts, SBA Form 413, a Chase-specific form, or editable Word and Excel — with live formulas that recalculate net worth when you change a number. Properties, a rent roll or last year's statement can be uploaded and auto-filled through Smart Import, though you check every line before it saves. The first pass takes about 8 minutes, and later updates are faster since you just roll the statement forward and refresh balances.
What holds up
- +Connects to over 12,000 institutions via Plaid, read-only — your bank login never touches their servers.
- +Exports to 7 formats from one entry: 3 PDF layouts, SBA Form 413, a Chase-specific form, Word and Excel.
- +Excel export has live formulas — change one balance and net worth recalculates across every schedule.
- +Share links for lenders expire on a schedule you set and can be revoked anytime, with e-signatures built in.
Mind the limits
- −Free trial runs 7 days — you need a plan on file before the lender actually needs the statement.
- −Built specifically for US lender paperwork like SBA Form 413 — less useful outside that use case.
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