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Available Accounting Software Integrations

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Coming soon
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Available Commerce Software Integrations

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Coming soon
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Shopify
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Financial peace of mind for small business owners

Are you a small business owner looking to improve your business financial health and become financially savvy as you go? PocketCFO can help!

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Start 34-day free trial

No credit card required. Available on iOS and Android.

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All of your financial accounts and expenses in one place

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.

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16,000+ banks and credit unions connections

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8 accounting software (QuickBooks, Xero, FreshBooks, and more) integrations

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10 commerce software (Stripe, Square, Clover, and more) integrations

Make confident financial decisions backed by data

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.

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Save 200 hours with automated cash flow tracking

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.

Learn small business finance from pros as you go

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.

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PocketCFO Replaces Your Cash Flow Spreadsheet

Eliminate manual data inputs

Eliminate manual data inputs

PocketCFO gets your cash flow data directly from the sources. Our technology does the heavy lifting of aggregating and analyzing.

More than numbers

More than numbers

The meaning behind cells and numbers matters the most to your business, so don’t waste time just inputting numbers.

Personalized financial advice

Personalized financial advice

Your cash flow spreadsheet tells you how you are doing. Our actionable advice tells you how to improve what you are doing.

Always up-to-date

Always up-to-date

Your spreadsheet gets outdated the second you turn away. PocketCFO automatically refreshes your data while you sleep.

Easy to use

Easy to use

No more confusing terms or complicated spreadsheet formulas. We make things intuitive. You can ask a five-year-old to try it ;)

Cash flow monitoring

Cash flow monitoring

We track key cash flow metrics to inform you of your business's financial health so you can easily stay on top of it.

Financial visibility anytime

Financial visibility anytime

Monitoring your business financials weekly is the first step to good financial hygiene. Simply open our app anytime, anywhere.

Automated categorization

Automated categorization

Our machine-learning algorithm saves you time and energy that you would otherwise spend sorting through everything manually.

Visualize your cash flow

Visualize your cash flow

"A picture is worth a thousand words," or should I say, "A graph is worth a thousand cells of numbers."

Cash flow visibility is key to your success

Cash flow visibility is key to your success

Maintaining a healthy cash flow is the most important thing you can do for your business. Even the most profitable businesses can quickly find themselves in trouble if they don't have enough cash on hand to meet their obligations and growth. With PocketCFO, you can make informed decisions about how to best use your resources to succeed.

Transaction level visibility

It can be difficult to keep track of all your transactions and categorize them correctly. That's where our machine-learning categorization engine does the heavy lifting. It automatically categorizes your transactions and saves you time. You'll be able to see exactly what's happening with your transactions.

Transaction level visibility
Plan for your future with connected live data

Plan for your future with connected live data

Real-time cash flow is essential to keeping your business running. But what happens when unexpected expenses come up or sales slump? A solid cash flow plan can help you navigate these storms. We keep your plan up-to-date with live data from your connected accounts, so you can spend more time preparing for what's coming and less time maintaining it.

A closer look at your daily cash flow forecast

By tracking your historical data, the Cash Calendar can predict when recurring payments will go out and when invoice payments will be received.  It gives you a close view of your daily cash balances and provides early warning of any potential cash flow gaps and corrective actions to prevent them.

A closer look at your daily cash flow forecast
Financial knowledge and resources curated for small businesses

Financial knowledge and resources curated for small businesses

Access to funding is one of the most important factors in the success of a small business. Yet, finding the right funding and securing it can be a challenge. PocketCFO’s financial courses help you navigate the world of small business financing with topics like active cash flow management, P&L statement, funding for your business, etc.

Pricing

$29

/month

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Easy and fast onboarding

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Unlimited software integrations

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Access to all features

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iOS, Android, and desktop

Get financial peace of mind for less than $1 a day

Your submission has been received!
We'll email you right away when the app is ready :)
Oops! Something went wrong while submitting the form.
Justin Park in the kitchen of Drunken Tiger
"

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

We protect your info as if it’s our own
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Stored and “in transit” data is encrypted via SSL (secure Sockets Layer) encryption protocol to protect your personal and financial data.

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Stored data and encryption keys are kept inside AWS KMS so that you can rest easy knowing your most valuable information is safe.

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We protect your account with MFA (multi-factor authentication), a security system that requires more than just your password to access an account.

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We use biometric recognition after 30 minutes of no activity to protect the privacy of your business financial data.