Auto-bookkeeping

Real-time categorizing 100% of your ingested transactions.

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Accrual-book are built real-time upon data ingestion

Customizable chart of accounts

Choose your template and customize to your own needs.

AI categorization upon data ingestion.

100% categorization upon data ingestion.

Smart learning

Auto-create and remember customer specific bookkeeping rules.

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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Blog

Perspectives from Thought Leaders

Streamlining Your Financial Toolkit: A Comprehensive Guide for Early-Stage CPG Brands

Navigating the financial landscape as an early-stage Consumer Packaged Goods (CPG) brand can be daunting. With limited resources and the need for rapid growth, founders often struggle to find the right financial tools that are both effective and affordable. In a recent webinar hosted by Naturally New York, Alice Zhang, co-founder and CEO of MyPocketCFO, shared invaluable insights on how startups can streamline their financial operations without breaking the bank.

6 Critical Financial Challenges CPG Founders Must Overcome (and How to Solve Them)

The CPG industry is a whirlwind of excitement and challenges. You're passionate about your product, driven by your vision, and constantly innovating. But amidst the thrill of launching new products and securing retail partnerships, there's a critical element that can make or break your success: mastering your CPG finances. Long cash conversion cycles, fluctuating raw material costs, retailer payment terms, and the constant need to reinvest in inventory can feel like walking a financial tightrope. This isn't just about bookkeeping; it's about building a solid financial foundation that can support sustainable growth.