PocketCFO was founded on the principle that business success

comes from a basic understanding of financial literacy.

At PocketCFO we’re revolutionizing the way startups and small businesses access their financial data and make data-informed decisions.

We are a financial insights platform that provides business owners & startup founders with real-time cash flow visibility to help them manage their cash runway.

By making financials intuitive, we are giving back our customers four weeks of their time so they can focus on growing their business.

Funancially Savvy

Empower & Inspire

User Centric

Who said finances can’t be fun? By using simple and intuitive graphs, our goal is to make your financial position so easy to understand that you look forward to checking your PocketCFO account everyday.

Who said finances can’t be fun? By using simple and intuitive graphs, our goal is to make your financial position so easy to understand that you look forward to checking your PocketCFO account everyday.

We not only strive to create an inspiring and inclusive work environment for our employees but our mission is to empower founders with the financial literacy skills necessary to run and grow their business.

We not only strive to create an inspiring and inclusive work environment for our employees but our mission is to empower founders with the financial literacy skills necessary to run and grow their business.

We have taken the "customer always comes first" mantra to heart. PocketCFO is built for founders, by founders. We cater the platform to the specific and researched needs of our customers. 

We have taken the "customer always comes first" mantra to heart. PocketCFO is built for founders, by founders. We cater the platform to the specific and researched needs of our customers. 

 

Public Benefit Corporation

We are for profit. For the benefit of the public.

Our mission is to make financials intuitive while building an empowering workplace.

The Impact We Seek to Create

is Woven into Who We are as a Company

At PocketCFO, we acknowledge that historical trends have minimized women, BIPOC and neurodiverse individuals in business and tech. PocketCFO is dedicated to creating an inclusive workforce that celebrates the diversity of our employees, customers, and users. Our employees and customers thrive when we get this right. 

We’re committed to building a company that empowers individuals from cultural, gender and neurodiverse backgrounds. In fact, we’ve established ourselves as a Public Benefit Corporation (PBC), which enables us to measure and report on more than our financial results.  We’ll report on what matters and that includes promoting our blended team’s backgrounds, cultures, heritage and business successes. 

Are you an organization or community that benefits women, BIPOC or neurodiverse individuals?

As a Public Benefit Corporation, our goal is to create a diverse and inclusive user base. By partnering with us, PocketCFO will curate a financial education curriculum for the companies you support as well as provide special pricing options.

PocketCFO™, PBC © 2021

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