For owner-led companies

See what your numbers are telling you before the month gets away.

Pocket-CFO connects to your accounting system, keeps the figures honest, and writes you a plain-English brief each month: what moved, what to watch, and what to ask your CPA before you close.

Start free See how it works

Set up in about five minutes. Connects to QuickBooks and Xero.

Owner brief

June, for Acme SaaS Co.

Sample

Revenue is up 8.2% on new annual plans. Three things to look at before you close the month.

Two invoices, $18,900 in all, are past 45 days.
Payroll lands on the 15th and cash dips to $61k that week.
Margin held at 61.3% despite the hosting increase.

Runway: 14.7 months
Gross margin: 61.3%
Net burn: $82,400 a month

How it works

A finance control surface, not another spreadsheet.

Connect your books once. Pocket-CFO keeps the numbers honest, then tells you where to look before the month closes.

1. Connect

Your ledgers, in one place

Connect QuickBooks or Xero. Sage Intacct, Zoho Books, FreshBooks, and Wave are next. Pocket-CFO pulls every account, journal, and balance into one normalized layer, mapped the same way this month, next month, and the month after.

2. Measure

Numbers computed, not guessed

Revenue, gross margin, net burn, and runway are calculated in backend code, in cents and basis points. No fragile spreadsheet formulas, no copy-paste at midnight. The same audited math, every close.

For your CPA, before the close

Two invoices, $18,900, are past 45 days. Do we chase them now or write them down this quarter?
Hosting grew faster than revenue this month. Is the new margin the baseline from here?
Payroll on the 15th takes cash to $61k. Do we hold a larger buffer, or move the date?

3. Decide

Know what to review before you sign off

Every month Pocket-CFO writes a plain-English brief: what moved, what to watch, and the exact questions worth taking to your CPA or fractional CFO before the close.

Your books, handled with care

Built for data you would not hand to just anyone.

Pocket-CFO reads your ledger. These are the rules it keeps, and the pages that spell them out.

Computed on the server, shown as computed: Revenue, margin, burn and runway are calculated in backend code, in cents and basis points. Nothing is estimated in the browser or reworded by a model.
Your ledger is not training data: Briefings and Ask Pocket-CFO send derived fact packets to OpenAI for inference only. Privacy policy
Two-factor sign-in on every account: A second factor is set up when you register and required before any company data is shown.
Deletion on request: Disconnect a provider at any time, and ask for your workspace to be removed when you leave. Data deletion policy

Simple monthly service

Pocket-CFO Monthly

One operating finance workspace for CEO-led businesses that need timely numbers, clean mapping, and clearer monthly decisions.

An accountant, bookkeeper or fractional CFO looking after several companies? Pocket-Advisor is priced per practice, and every client you bring lowers it.

Connected QuickBooks and Xero finance dashboard
Revenue, margin, burn, runway, and growth metrics
Account mapping review and dashboard confidence warnings
Custom ratios, KPI widgets, and MRR configuration options
Monthly CEO Financial Brief and scenario planning tools
MEC estimate workspace with tax/insurance-sensitive disclaimers

Pocket-CFO Monthly

$129.99/month

$99.99/month while a Pocket-Advisor keeps your books. Cancel anytime, with a 30-day money-back guarantee on your first payment.

Provider connection availability depends on your accounting system and enabled beta entitlements.

Open checkout

Ready when your books are.

Connect QuickBooks or Xero, map your accounts once, and the first brief follows.

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