FAQs

What is PocketCFO?
Why do I need PocketCFO?
How does PocketCFO app work?
How is PocketCFO different from Quickbooks, Sage or Xero?
What do I need to set up an account?
Can I disconnect my software integrations?
Can I add multiple businesses?
Can I connect multiple bank accounts for one business?
Are you mobile-friendly?
Do you offer a desktop version?
Can I import a budget from Excel?
How can I delete my account?
Do you offer training?
How is my data secured?
What is Plaid?
What does PocketCFO cost?
Do you offer a free trial?
Do you have a free version?
Do you have special pricing for neurodiverse, BIPOC or female-owned businesses?
Do I need to input my payment information to start my trial?
Can I add an integration after my trial has ended?
Do I need to have a QuickBooks and Stripe account to use PocketCFO?
Can I get a refund if I cancel my subscription?

Got More Questions?

Don’t hesitate to reach out - we're here for you.

Email us at hello@pocketcfoapp.com