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
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
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
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
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
Democratising financial access for small and medium businesses.
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