Pocket-CFO

Finance clarity for owner-led companies

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

Pocket-CFO is a $129.99/month finance operating service that connects to your accounting system, organizes the data, and turns it into plain-English finance checks your team can act on.

Start free — set up in 5 minutesView integrations
Runway
14.7mo
Gross margin
61.3%
Net burn
$82.4k/mo

Sample workspace — your live numbers appear once you connect your books.

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.

Pocket-CFO Monthly

$129.99/month

$99.99/month while a Pocket-Advisor keeps your books. Cancel anytime. Provider connection availability depends on your accounting system and enabled beta entitlements.

  • 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
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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.

QuickBooksXeroSage IntacctsoonZoho BookssoonFreshBookssoonWavesoonPocket-CFOnormalized ledger

01 — Connect

Your ledgers, in one place

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

This monthsampleRunway14.7 moGross margin61.3%Net burn$82,400/mo

02 — 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.

Owner brief · JuneRevenue up 8.2% on new annual plans.Watch: two invoices, $18,900, past 45 daysPayroll lands the 15th — cash dips to $61kMargin held at 61.3% despite hosting spend3 questions for your CPA

03 — 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.

QuickBooksXeroSage IntacctComing soonZoho BooksComing soonFreshBooksComing soonWaveComing soon