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Take Back Control Of Your Time.

PocketCFO is a financial insights platform that automates your

cash flow forecasts so you don't have to deal with spreadsheets.

PocketCFO Dashboard

PocketCFO Forecast

FREE FINANCIAL COACHING

COVID-19 OFFER

Dealing with the residual impacts from COVID-19 can feel like you are navigating through muddy waters.

Whether you need help brainstorming cash flow solutions for your business or would like to receive coaching on your unique financial position, we want to help.

Schedule a free 20-minute financial coaching session with our CEO who has over 30 years experience running businesses.

Did you know?

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3 years

The average lifespan of a startup is only 3 years.

82%

82% of businesses fail due to a poor understanding of cash flow management.

3 weeks

Founders spend up to 3-4 weeks a year calculating their cash flow in spreadsheets.

The vitals for your financial success

PocketCFO is here to help!

Financial Integrations

Easy and secure setup in no time

Mobile First in Real-Time

Finances at your fingertips

Intuitive Graphs

Understand your finances
at a glance

Actionable Insights

Plan your next steps with
data-driven insights

Scenario Planning

Forecast your future
in a heartbeat

Financial Health Tracker

Maintain good financial hygiene and long-term health

Our Customers

Happiness is positive cash flow.

Startup Founders

Small Business Owners

Freelancers

Financial Advisors

Cash is King

Despite the fact that cash is the lifeblood of a business – the fuel that keeps the engine running – most business owners don't truly have a handle on their cash flow, poor cash-flow management is causing more business failures today than ever before.

PocketCFO Philip Campbel

Philip Campbell

Author of Never Run Out of Cash