Get bookkeeping, analysis, financing, and fundraising boosted all in one place.
Track sales and expenses across channels
Do bookkeeping accurategly
Generate reports & insights
Monitor cash flow
Apply for a cash advance or a business loan
Raise equity capital
Commerce, banking, and accounting systems are integrated all at once.
Setup rules once and get bookkeeping done at the click of a button.
Automate journal entry posting
Get bookkeeping done in seconds vs. hours
- Working Capital
Real-person CPA reviews and closes your monthly accounting book.
Reconcile with your bank statements
Reconcile with your credit card statements
Financial statements done with confidence
"This has been a game-changer for us. MyPocketCFO is an incredible technology to help founders with every aspect of their financials."
"MyPocketCFO is the home to take care of all my financial needs. I can tell the product+team is a finance wizard."
"This is so much more than just engaging with an hourly professional accountant!"
Absolutely. We use industry-grade IT solutions such as Plaid to securely access the information you authorize us to access, without knowing your login.
Definitely not. We do not share data without your explicit authorization.
We are currently developing our beta version of the product and customers are invite-only. Once we have a fully functioning beta product, we plan to charge a monthly subscription fee.
In order to activate auto-bookkeeping, you need to subscribe to QuickBooks Essential version or above.
We would love to help any post-revenue omnichannel eCommerce founders to boost financial strength and increase the chance to get capital.
Yes. After onboarding, you will be assigned to an account team with a CPA and a fractional CFO.
No. MyPocketCFO will take care of activities in your accounting system. As a matter of fact, we would ask you not to touch your accounting system to ensure complete streamlining of the processes.