Financial reports

Generate income statement, balance sheet, cash flow statement and share with collaborators on-demand.

Try Pocket for Free

Book a Demo

Interactive financial statement; on-demand sharing

Real-time financial statement read-for-review

Real-time updated financial statement upon any data ingestion update

Cell-data-driven commenting and updating

Commenting and updating at any cell level

On-demand downloading and sharing

On-demand downloading and sharing with collaborators

Real-time financial statements

Financial statements refreshed daily

Financial statement ready-for-review upon data ingestion

Book a demo

Cell-level commenting & on-demand sharing

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.

Book a demo

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.