Product

Making It Easier to Assess Your Financial Health

Real-time Transaction Ingestion
Set up once, auto-ingest eCommerce orders, bank transactions, invoices & bills.
Auto Bookkeeping with Built-in CPG Logic
Accrual-based autonomous bookkeeping on sales, cost of goods sold, and inventory.
Reconciliation and Review Workflow
One click monthly reconciliation and review.
In-app Financial Vitals Overview
Real-time Financial Vitals Overview with sales, expenses, cash and loan levels.
In-app Reports Interpretation
Ask co-pilot to interpret your financial reports or calculate key metrics.
In-app Collaboration
Comment on any financial data to chat with your finance team.

Auto Data Ingestion

Our advanced connection APIs ingest 360 degrees of your financial data.  

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eCommerce
Bank and Credit Card
Invoices
Bills
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Auto Bookkeeping

Our AI analyzes your chart of accounts and rules to map the best possible category.
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Industry-specific chart of accounts
Customizable rules
AI categorization
Retroactive update
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Data Driven Collaboration

Our interactive system enables users to comment or chat at any time

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Comment on any data
Ask copilot to interpret
Save a copy to share
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Customizable chart of accounts

Choose your template, then customize to your own needs

Choose template by industry or segment, then customize your chart of accounts easily
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AI categorization

Review your categorization via search or filtered view

Easily review your categorization via search or filtered view
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Consolidated sales, expenses, and cash views

Instant view of all transactions organized and consolidated

Search and filter your transactions over vendor name, time period, amount, and many other parameters all at your fingertips.
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Comment, chat, or share

Make a comment at any cell and share with CFOs, lenders, and investors

Leave a comment on your financial statements and collaborate with CFOs, lenders, and investors. Download and share your reports on-demand.
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Integrated with

Testimonials

Loved by many CPG Brands

Ashley
Founder of B.T.R Nation
myPocketCFO is game changing for me, a solo-preneur, to manage my finances from bookkeeping to fundraising
Stephanie
Founder of YTTOFOODS
I gave 10 out of 10 for myPocketCFO's overall service. I love the educational videos, the quick and on-demand access to experts, and the tool is intuitive for me to manage all my finances!
Marilyn
Founder of Popadelics
The communication and response times have been excellent. Everyone has such a great helpful attitude.

They are professional and always make you feel like they want to help you. It is great having access to "live" people, something that is sorely missing in today's world of tech and e-commerce companies
Brandon
Co-founder of Hiatus
The customer service team is great and quick. I like them
Regina
Founder of Nemi Snacks
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!
Hillary
Founder of Sipwell
I love the comments feature. Once I got a hang of using myPocketCFO, things became really smoothly. Definitely money-well-spent!

Join the community of finance for startup CPG founders