Auto-data-ingestion

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

Try Pocket for Free

Book a Demo

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.

Book a demo

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.

Learn More

Integrated with

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.