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Ditch your outdated spreadsheet and dynamically plan for future scenarios with our Scenario Forecasting tool to prepare your business for any cash crunch.