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Available Accounting Software Integrations

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Coming soon
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QuickBooks Desktop logo
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Zoho Books logo
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FreeAgent logo
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Available Commerce Software Integrations

Stripe logo
Coming soon
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PayPal logo
Clover logo
Woocommerce logo
Amazon Seller Central logo
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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.

Online education and books



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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

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.