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Automate your business finances.
PocketCFO™ is a financial insights platform that automates your cash flow forecasts, so you don’t have to deal with spreadsheets.
Get full control of your runway and cash flow.
An all-in-one platform that centralizes your financial data.
Integrate with your bank, QuickBooks, Stripe, and many more to come.
Save 200 hours per year on
calculating your business finances.
PocketCFO™ automates your cash flow inputs so no manual entry is required. The less time
you spend fumbling with spreadsheets the more time you will have to grow your business.
Spend more time growing
your business.
Our transaction categorization feature and personalized Pocket Insights™ will help you extend your cash runway and navigate through cash flow peaks and valleys.
Real-time financial visibility,
in the palm of your hand.
Understand your business’ cash flow position with our runway algorithm and make data-informed decisions.
coming soon
Strategically plan for your future.
Ditch your outdated spreadsheet and dynamically plan for future scenarios with our Scenario Forecasting tool to prepare your business for any cash crunch.
Integrate
Integrate with your company’s
existing financial stack.
Analyze
Get an analysis of your spending trends and receive actionable business insights.
Automate
Sit back and relax while PocketCFO™ does the
heavy lifting.
Work smarter, not harder.
Startup Founders
Optimize your cash and runway.
Better understand your startups’ cash position. You don’t need to be a financial guru to manage your cash flow.
Business Owners
Avoid time-consuming tasks.
PocketCFO™ is simple to use and takes less than 5 minutes to set up. Let our data-driven insights inform your business decisions.
coming soon
Financial Advisors
Manage your companies with ease.
Have financial visibility into your portfolio of companies. Optimize your business practices and standardize reporting practices.
Community Program
If you identify as a woman, BIPOC, or neurodiverse founder or business owner, we have special community pricing for your business.
Contact us to see if you are eligible.
Security
SSL
Stored and “in transit” data is encrypted via SSL.
Encryption
Keys
All stored business data is encrypted with encryption keys kept inside AWS KMS.
Our application allows users to use BioMetric recognition. Users will be prompted to enable BioMetric recognition after 30 minutes of no activity.
BioMetric
Recognition
All bank transactions are prompted with an MFA integration.