Pricing
Plans that fit the job.
Just need a bank-ready PFS? Pay once. Working on a full loan package or running a business? The subscription unlocks every form plus AI drafting.
One-time · 90 days
PFS · 90-day Pass
$49/ 90 days
Perfect for a single lender application or personal loan.
- Bank-ready Personal Financial Statement
- 90 days of unlimited edits + re-downloads
- All 50 U.S. states
- Save multiple versions (per spouse / per lender)
- One-time $49 — no recurring charges
Monthly Plan
$39.00/month
Every form unlocked — ideal for active loan work.
- Every form: PFS, P&L, Balance Sheet, Invoices
- Lender-grade Business Plan with AI drafting
- Lease, POA, Bill of Sale & more
- Unlimited PDF downloads and saved documents
- Cancel anytime, no questions
Best value
Yearly Plan
$199.00/year
Save $269 vs paying monthly
Best for small-business owners and mortgage brokers.
- Everything in Monthly
- Save $269 vs paying monthly
- Priority support
- Locked-in pricing for 12 months
- Best for small-business owners and brokers
Compare plans
What's in each plan.
| Feature | PFS · $49/90d | Monthly | Yearly |
|---|---|---|---|
| Personal Financial Statement (PFS) | |||
| Unlimited PFS downloads | |||
| All 50 states | |||
| Profit & Loss statement | |||
| Balance Sheet | |||
| Invoice builder with auto-numbering | |||
| Lender-grade Business Plan | |||
| AI section drafting (Business Plan) | |||
| Lease, POA, Bill of Sale | |||
| Email PDFs via Gmail / Outlook | |||
| Priority support | |||
| Save $269 vs monthly |
Every plan starts with a 7-day free trial — no credit card required.