One monthly service
$129.99/month includes the Pocket-CFO dashboard, provider connection workflow, account mapping review, reports, and planning workspaces.
Product
Pricing
Pocket-CFO Monthly is $129.99 per month for CEO-led businesses that need a practical finance operating layer.
The Pocket-Advisor rate
$99.99/month while a Pocket-Advisor keeps your books. A Pocket-Advisor is a fractional accountant, bookkeeper, or CFO on Pocket-Advisor. Invite your advisor from Settings; once they accept, the rate is applied to your subscription automatically, and it ends when you end their access.
Pocket-Advisor, for practices
Pocket-Advisor is $129.99/month per practice: every client, every seat, every board pack, no per-client charges. Every referral takes $10/month off: a referral is a client you bring to Pocket-CFO who keeps you as their advisor and keeps their own subscription. 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 bring the price to $39.99/month, and it stays there for as long as they stay. Full details on the Pocket-Advisor page at /advisors.
Included features
Review revenue, margin, burn, runway, growth, custom ratios, KPI widgets, MRR setup, scenarios, MEC estimates, and Monthly CEO Financial Briefs.
Checkout
Start checkout from the Billing page using Paddle. Pocket-CFO still controls feature access through app-owned entitlements.
No hidden finance math
Financial calculations stay deterministic and auditable in the backend. The app does not use AI to calculate or validate numbers.
Testing
Need to test the product now?
Open the demo dashboard with mock data and review the current Pocket-CFO workflows.