How PocketCFO Works
The all-in-one digital financial advisor for startups and small businesses.
Easy and secure setup in no time
Enter in your accounting software and bank details and PocketCFO will securely and seamlessly integrate with your accounts.
Real-time Finances at Your Fingertips
Our intuitive dashboard and graphs easily display your financial positions in
real-time, so no need to guess when your out-of-cash date is.
Plan your next steps with data-driven insights
We provide insights to help you survive a cash crunch, plan for fundraising, or simply save money on expenses.
Make informed decisions with visibility into the future
Know your runway length and how your business decisions would impact your runway with our intuitive forecast.
Financial Health Tracker
Maintain good financial hygiene and long-term health
We monitor your financial health and notify you when there are large spendings or runway changes that you should know.
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 best known security practices for sensitive accounting information by complying with SOC2 and PCI and implementing other personal data regulations as well.
The security of your data lies at the heart of what we do.