Are you a small business owner looking to improve your business financial health and become financially savvy as you go? PocketCFO can help!
No credit card required. Available on iOS and Android.
Imagine being able to see all of your financial information in one place. No more logging into multiple platforms or bugging your accountant for answers. PocketCFO makes this a reality so that you can easily track your business's financial activities.
16,000+ banks and credit unions connections
8 accounting software (QuickBooks, Xero, FreshBooks, and more) integrations
10 commerce software (Stripe, Square, Clover, and more) integrations
Making confident financial decisions is key to success. With our platform, you'll have real-time visibility of your business cash flow, and actionable insights that help you make informed decisions to improve your bottom line.
It can be tough to keep track of where your money is going - let alone make sense of it all. That's why we've developed a platform that automatically categorize your transactions - saving you time and avoiding human errors.
You don't have time to learn all there is about finance. But with our PocketChange Academy, you can focus on what really matters for your business. We'll teach you everything you need to know about small business finance, and how to use it to your advantage.
Easy and fast onboarding
Unlimited software integrations
Access to all features
iOS, Android, and desktop
Within minutes of installing the app on my phone, I was able to get a good understanding for how much money is coming in and going out. PocketCFO has helped me get a better grasp of my business’s financial position and how to improve it."
Justin Park | Owner of Drunken Tiger
Stored and “in transit” data is encrypted via SSL (secure Sockets Layer) encryption protocol to protect your personal and financial data.
Stored data and encryption keys are kept inside AWS KMS so that you can rest easy knowing your most valuable information is safe.
We protect your account with MFA (multi-factor authentication), a security system that requires more than just your password to access an account.
We use biometric recognition after 30 minutes of no activity to protect the privacy of your business financial data.