Finance reference library
Practical references for understanding the deterministic metrics and workflows inside Pocket-CFO.
- Reference
Ratios
Learn how Pocket-CFO calculates financial ratios, what each ratio means, and when to use it.
- Reference
Modified Endowment Contract (MEC)
Learn how MEC planning tracks supplied 7-pay limits, premium utilization, required source data, and advisor-review limits.
- Free tool
Cash runway calculator
Estimate how many months of runway you have left at your current burn rate.
- Free tool
MEC 7-pay estimator
Check whether a level premium stays inside your policy’s 7-pay limit.
- Comparison
Compare Pocket-CFO
See how Pocket-CFO compares with Clockwork, Fathom, and Pilot.
- Writing
Blog
Plain-English guides on fractional CFOs, cash flow, and reading your numbers.