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The AI-powered CFO for every business owner
Configure your financial books and get management insights to grow your small business with confidence.
“myPocketCFO is game-changing for me, a solopreneur, to manage my finances from bookkeeping to fundraising.”
Ashley
Founder @ BTR Nation
Your AI Copilot is right there with you to provide guidance
Integrated with
Key Features
Expert knowledge, guidance, and processes are built right in. We take care of the financials, so you can get back to business.
AI Copilot
Your own AI Copilot that answers finance questions and provides insights throughout the month.
Real-time transactions
Real-time transaction ingestion and auto categorization.
Real-time reporting
Real-time generation of income statement and balance sheet.
Account reconciliation
One-click reconciliation keeps your accounts in sync.
In-app commenting
In-app commenting keeps everything in one place.
Phenomenal support
Our support and expert guidance is there when you need it.
Learn more in two minutes
Recent Articles
5 Stories You Can Tell with Your P&L Statement
For many founders, financials feel like a postscript — something to be dealt with at tax time, pulled together for a pitch deck, or handed off to a bookkeeper. But when used correctly, your profit and loss statement (P&L, also referred to as your…
5 Stories You Can Tell with Your P&L Statement
For many founders, financials feel like a postscript — something to be dealt with at tax time,…
Filing Taxes Late? What Small Business Owners Should Do Now
Missed the April 15 tax deadline for your business? You’re not alone.
How to Loan My Business Money Safely: A 5-Step Playbook for Main Street Entrepreneurs
Are you wondering “can I loan my business money?” The answer is yes — and you should do it the…