Your portfolio
Tuesday, 14 clients
- Harbor Dental GroupCash covers six weeks. Two invoices past 60 days.4.1 mo
- Northline LogisticsMargin down 3.2 points on fuel. Brief drafted.11.8 mo
- Acme SaaS Co.On plan. Pack sent June 3.14.7 mo
For accountants, bookkeepers and fractional CFOs
Every client, every ledger, one portfolio.
Pocket-Advisor is the practice side of Pocket-CFO: one portfolio that ranks every client by what needs you today, the same deterministic numbers each owner sees, and white-label board packs whose every figure ties back to a source record.
$129.99 a month for your whole practice. Every client you refer takes $10.00 off, down to $39.99.
3 to review
How it works
Your clients share their books once. The rest is ranked for you.
Pocket-Advisor ranks the whole book by what needs you today, and every figure you hand back ties to a source record.
What moves a client to the top
- Runway
- Under 3 months, or down 2 months since last close.
- Receivables
- Any invoice past 60 days, weighted by its share of monthly revenue.
- Margin
- Gross margin moved more than 2 points month on month.
- Board pack
- Due in the next 7 days and not yet sent.
The same deterministic rules run every owner's dashboard.
1. See the whole book
Ranked by who needs you today
One portfolio, every client, ranked by urgency from the same deterministic rules that run each owner's dashboard. Open any client and you are in their full Pocket-CFO workspace: the same numbers they see, not a copy.
2. Hand back numbers you can sign
Board packs under your name
White-label packs, built from the engine's facts and held to them by a number-integrity gate: a figure that cannot be traced to a source record does not make it onto the page. Your brand on the cover, our audit trail behind every line.
3. Access the client controls
Nothing to copy, nothing to re-key
A client invites you from their own Settings and chooses which company and how much access. You accept once; the books stay theirs, your seat is scoped, and they can end it any time. Partners and analysts on your team see only the clients you assign them.
One price per practice
Pocket-Advisor
$129.99 a month for your whole practice: every client, every seat, every board pack. No per-client charges.
Every referral takes $10.00 off. A referral is a client you bring to Pocket-CFO who keeps you as their advisor. A client who works with several practices counts once, for the one it invited first: you, when it shares its books as it signs up through your referral link. Nine referrals and you pay $39.99 a month, and it stays there for as long as they stay.
Your clients get something too: while you keep their books, Pocket-CFO bills them $99.99 instead of $129.99, the Pocket-Advisor rate.
| Referrals on Pocket-CFO | You pay each month |
|---|---|
| 0 | $129.99 |
| 1 | $119.99 |
| 2 | $109.99 |
| 3 | $99.99 |
| 4 | $89.99 |
| 5 | $79.99 |
| 6 | $69.99 |
| 7 | $59.99 |
| 8 | $49.99 |
| 9+ | $39.99 |
Pocket-Advisor
$129.99/month
Down to $39.99/month with nine referrals. Cancel anytime, with a 30-day money-back guarantee on your first payment.
- Every client in one portfolio, ranked by what needs attention
- The same deterministic numbers each client's owner sees
- White-label board packs whose every figure ties back to source records
- Partner and analyst seats with per-client assignment
- Client-controlled, revocable access: nothing to copy, nothing to re-key
- Unlimited clients, unlimited seats, unlimited packs
Set your practice up in a few minutes.
Looking after your own company's books? Pocket-CFO for business owners.