BLOS™ Financial Forms — Statement Automation SaaS

Financial clarity,
fully automated.

Structured financial intake, automated statements, and branded packet exports — built for households and financial advisors alike.

🏠
For Individuals & Households
Personal Clarity
Track income, expenses, debts, and savings goals. Generate professional financial packets for your household.
✓
Budget tracking & debt payoff
✓
12-month financial forecast
✓
Printable financial packet
✓
Cloud sync & autosave
Start free 14-day trial →
No credit card required · $8/month after trial
💼
For Advisors & Organizations
Professional Platform
Multi-client workspace management, advisor hierarchy, organization controls, and white-label packet export.
✓
Up to 50 client workspaces
✓
Organization & advisor seats
✓
Branded PDF packet export
✓
Role-based access control
Start free — no card needed →
Free tier available · Pro from $29/month
🏢
For Investors & Lenders
RE Intelligence
Full-stack real estate underwriting — deal workspace, property analyzers, amortization engine, and investor package builder.
✓
Residential, MF & Hotel analyzers
✓
Advanced amortization engine
✓
Deal workspace & capital stack
✓
Lender-ready underwriting packages
Explore RE Intelligence →
Add-on for Pro & Enterprise · Standalone plans available
🔒Stripe-secured billing
☁Cloud-synced workspaces
📄Branded PDF packets
🏢Multi-client management
⚡No spreadsheets required
Platform capabilities

Everything financial clarity requires

From structured intake to professional packet export — one platform for your complete financial workflow.

📋
Structured intake forms
Guided forms for income, expenses, assets, debts, and savings goals. Monthly equivalents calculate automatically.
📊
Live financial dashboard
Real-time cash flow, expense ratios, debt payments, net worth, and goal progress — updated instantly as you enter data.
📈
12-month forecasting
Automated forward projections based on current income, expenses, debt payoff timelines, and savings velocity.
📉
Debt payoff calculator
Enter balances, monthly payments, and APR — see exact payoff timelines and total interest costs automatically calculated.
🗂
Branded packet export
Generate a complete multi-page financial packet — cover, statements, budget report, debt schedule, and forecast. Print or PDF.
☁
Cloud workspace sync
Workspaces save automatically every 60 seconds and restore instantly on any device. Your data is always exactly where you left it.
How it works

From zero to financial packet in minutes

1
Create your workspace
Sign up in 30 seconds. Choose personal or professional. Your workspace is ready immediately — no setup required.
2
Enter your financial data
Use guided intake forms to add income, expenses, assets, debts, and goals at your own pace. Everything saves automatically.
3
Review your dashboard
Watch your live dashboard populate with cash flow, net worth, debt timelines, goal progress, and a 12-month forward projection.
4
Export your packet
Generate a complete branded financial packet — ready to print, save as PDF, or share with your advisor. Professional quality every time.
Two audiences, one platform

Built for households and advisors

Whether you're managing your own finances or your clients', BLOS™ adapts to how you work.

🏠
Personal Clarity
For individuals and households who want real financial organization without hiring an accountant.
✓Household income & expense tracking
✓Debt payoff planning
✓Savings goal tracking
✓Printable financial packets for advisor meetings
✓Up to 3 household workspaces
From $8/month · 14-day free trial
Start free trial →
💼
Professional Platform
For financial advisors, credit counselors, and organizations managing multiple client financial profiles.
✓Up to 50 client workspaces (Pro)
✓Organization & advisor seat management
✓Role-based access (owner/admin/advisor/client)
✓Branded PDF packet export
✓Unlimited workspaces on Enterprise
Free tier available · Pro from $29/month
Get started free →

Start building financial clarity today.

No spreadsheets. No accountant required. Just structured forms, live dashboards, and professional financial packets.

Create your free account → Sign in to existing account