$1-for-your-first-month with bookkeeping and access to a CFO

Auto-data-ingestion

Daily ingest of all your sales, expenses, cash, invoice, and bill transactions.

Consolidate all your financial transactions daily

Connect your systems
Connect your commerce, banking, and invoicing systems so we can produce a draft financial book.
View consolidated sales and expenses daily
Understand your daily sales, expenses, and inflow and outflow of cash instantly.
Slice and dice your transactions at your fingertip
Search and filter transactions over time period, sources, amount, and many parameters.
Transaction ingestion

Connect with your transaction system of record

Connect myPocketCFO to your system of record of sales, expenses, invoices, and bills. Set it up and forget about it.
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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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