Get FREE Financial Coaching
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 operating businesses.
Business owners spend up to 4 weeks a year inputting data into spreadsheets.
Happiness is Positive Cashflow
Small & Medium Business Owners
Financial Advisors & CFO's
See what others are saying about us...
Integrate with existing financial management systems to eliminate manual data entries.
We analyze spending trends to provide actionable Pocket Insights that extend your runway.
Automate financial projections and dynamically plan and predict future scenarios.
I think our founders could really benefit from the real-time cash position and runway predictor.... that is something that (as you know) is super important for founders to have a grasp on.
Partner, Maven Ventures
This is cool! The most important thing for founders is the categorization of expenses, not needing to manually enter it and quickly get into that. It's similar to Mint, but adding an extra insight layer. I would personally use it if it is 'Mint for founders'.
The security of your data lies at the heart of what we do.
Security comes first.
We understand that your company’s financial information is extremely important. PocketCFO is being built with the highest level of security in mind. Your data will be encrypted at every stage. We are following the best known security practices for sensitive accounting information by complying with SOC2 and PCI while implementing other personal data regulations.