For business owners on a budget who want to do their own books with AI support and guidance.
/mo
Your own AI Copilot that answers finance questions and provides insights throughout the month.
Real-time transaction ingestion and auto categorization.
Real-time generation of income statement and balance sheet.
One-click reconciliation.
In-app commenting and access to support.
In-app commenting and access to a CPA.
CPA monthly book review and confirm reconciliation of the book.
In-app commenting and access to a CFO.
Up to 1 hour 1on1 time with CFO monthly.
Most Popular
For business owners who want to keep their books squeaky clean and who need a CPA-reviewed and reconciled book every month.
/mo
Your own AI Copilot that answers finance questions and provides insights throughout the month.
Real-time data ingestion and auto categorization.
Real-time generation of income statement and balance sheet.
One-click reconciliation.
In-app commenting and access to support.
In-app commenting and access to a CPA.
CPA monthly book review and confirm reconciliation.
In-app commenting and access to a CFO.
Up to 1 hour 1on1 time with CFO monthly.
For business owners who need CFO-level guidance as they ramp growth, prepare for loans or other funding, and navigate their business finances.
/mo
Your own AI Copilot that answers finance questions and provides insights throughout the month.
Real-time data ingestion and auto categorization.
Real-time generation of income statement and balance sheet.
One-click reconciliation.
In-app commenting and access to support.
In-app commenting and access to a CPA.
CPA monthly book review and confirm reconciliation.
In-app commenting and access to a CFO.
Up to 1 hour 1on1 time with CFO monthly.
Account receivable (invoices) payment matching.
Account payable (bills) payout management.
Cash Flow forecasting.
PnL forecast modeling.
Fundraising support.
Board communication support.
1099 filing.
Annual tax filing.
Fractional Controller/CFO by hourly rate.
Real-time transaction ingestion and auto categorization.
Real-time generation of income statement and balance sheet.
One-click reconciliation.
In-app commenting and access to support.
In-app commenting and access to a CPA.
CPA monthly book review and confirm reconciliation of the book.
In-app commenting and access to a CFO.
CFO monthly book review with notes.
For companies who need a CPA reviewed and reconciled book.
/mo
Real-time data ingestion and auto categorization.
Real-time generation of income statement and balance sheet.
One-click reconciliation.
In-app commenting and access to support.
In-app commenting and access to a CPA.
CPA monthly book review and confirm reconciliation of the book.
In-app commenting and access to a CFO.
CFO monthly book review with notes.
For companies who need a CFO reviewed book, especially for lenders and investors.
/mo
Real-time data ingestion and auto categorization.
Real-time generation of income statement and balance sheet.
One-click reconciliation.
In-app commenting and access to support.
In-app commenting and access to a CPA.
CPA monthly book review and confirm reconciliation of the book.
In-app commenting and access to a CFO.
CFO monthly book review with notes.
Account receivable (invoices) management.
Account payable (bills) management.
Unit economics / profitability analysis.
Forecast modeling.
Fundraising support.
Board communication support.
1099 filing.
Annual tax filing.
Business owners with services, CPG, retail, e-commerce and other small businesses trust myPocketCFO.
The platform gave me what I needed in a simple and straightforward way. I trust Pocket as my partner when I continue to grow!
I love the comments feature. Once I got a hang of using myPocketCFO, things began coming together really smoothly. Definitely money-well-spent!
myPocketCFO is game changing for me, a solo-preneur, to manage my finances from bookkeeping to fundraising.
Their UX is so simple, and easy to use, just what I needed, no more, no less. It also feels their team cares more about my business than I do, which is great for any startup entrepreneur!
