Built by finance professionals.
A system that is
myPFS has been developed by finance professionals that understand the importance of personal finance. myPFS helps you create, store, & share your Personal Financial Statement (PFS).
Web based
Secure
Share PFS files securely
Easy to use
Don't stress about
your PFS.
myPFS is easy to use & walks you through step by step to help you create your PFS.
Data is always saved online
Your PFS can be accessed from anywhere from any device. You don't have to keep filling out PFS templates, spreadsheets or PDF files!
Multiple Banks
Currently you can specify for whom you are preparing the PFS, and their name will populate on the PFS. In the future, our system will allow you to populate PFS files from different banks. If you have a specific bank you want added, let us know, and we'll work on it!
Stay focused on your business.
Let us help you with your PFS.
We understand running a business can get overwhelming, and staying on top of your finances is very important to you. Our system will help you prepare your PFS when applying for loans, or for annual PFS requests from your banker(s).
Fair, simple pricing for all.
A 3 day risk-free trial is included.
Create & share unlimited PFS'
Create individual or joint PFS'
Update your PFS anytime
Share with 3rd parties
Create custom PFS files for different banks
How secure is my data?
We take data security very seriously. Your information and data is protected using the latest & best security features. Your data is yours, and that is why even we can not see it! We do not have access to any of our subscriber's data.
How does myPFS help me?
We help you simplify the task of creating & keeping your PFS updated. With myPFS your data is always saved online, and can be retrieved or updated at anytime. The system also helps you easily share your PFS' with any third parties directly through the system.
My bank wants a PFS on their provided form, can I still use myPFS?
Yes, you can enter all the details (assets, liabilities, etc.) into myPFS and note on each PFS for whom you are preparing it. In the future users will be able to populate PFS forms from different banks. If you'd like to see a specific bank added, then send us a message and we'll get it added for you!
Can I cancel at anytime?
You can cancel your subscription at anytime, however to prevent any misuse of the system we don't offer refunds. In the event you cancel, your subscription would remain fully active until your next renewal date. By the way, we do offer a 3 day risk-free trial!
Contact us
Let us know how we can help you!
Contact us