PFS Keeper
Keeps your personal financial statement current for the bank, tracking assets, debts, income and net worth from linked accounts. Read-only.
Our review
3/5our rating
Useful for loan paperwork and it never moves money. It reads sensitive accounts, so link carefully.
Our rating and review are written from the public description only. We have not run this bot.
Template description
Keeps your personal financial statement current and ready for the bank. It tracks assets, debts, income and net worth from your linked accounts and updates, refreshes the statement on a schedule, and flags big changes. It's read-only, never moves money, and isn't financial advice.
From the public template page at x.ai/bot/bUsw0RZ4CoDRZxK0Er8Nx.
Details
- Shared by
- @JeremyBrokate on X, Nov 11, 2026
- Listed
- Nov 12, 2026
- Popularity
- 0 on the source post (likes + 2×reposts + 2×quotes + replies + bookmarks, counted Nov 14, 2026)