PocketCFO: Cash Flow Tool

Ditch your outdated spreadsheets and automate your cash flow forecasts with PocketCFO. PocketCFO is a data-driven financial insights platform that helps you make informed business decisions. Integrate with your existing financial stack for real-time financial visibility. Your finances should never be a guessing game. Know your burn rate, how much money you’re owed, and how much cash you have in the bank at the tip of your fingers. Hate spending hours manually updating expenses in spreadsheets? PocketCFO automatically categorizes your expenses and analyzes your spending trends. Spend less time doing tedious financial tasks and more time growing your business.

Pricing plan (offered for free): $37 - Base plan $10 - Integrations
Free access: unlimited
Annual savings (in $): $804
Client type:
(B2B): Business pilot clients
(B2C): Consumer early adopters
Platform:
Web
Android App
iOS App
Industry: B2B, SaaS, FinTech
Stage: Full Launch
Additional benefits: GET FULL CONTROL OF YOUR RUNWAY AND CASH FLOW Make data-informed decisions with our Pocket Insights, which offer actionable and personalized tips to extend your cash runway.   SAVE 200 HOURS PER YEAR Hate spending hours manually updating financial spreadsheets? PocketCFO™ directly integrates with your existing financial stack so no manual input is required.  The less time you spend fumbling with spreadsheets the more time you will have to grow your business.   REAL-TIME FINANCIAL VISIBILITY, IN THE PALM OF YOUR HAND Your financials should never be a guessing game. Know your burn rate, how much money you’re owed, and how much cash you have in the bank at the tip of your fingers. STRATEGICALLY PLAN FOR YOUR FUTURE (coming soon) Dynamically plan for future scenarios to prepare your business for any cash crunch with our intuitive forecasting tool. EASY SETUP UNDER 5 MINUTES Setup is quick and easy. Create your profile and integrate with your bank, QuickBooks, Stripe, and many more to come.
Requirements: You need to have a business and a bank account.

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