Pocket-CFO Pocket-CFO documentation
Pocket-CFO gives an owner-led business the monthly picture a CFO would — cash, margin, runway, and growth — straight from the accounting system you already use. Every figure is calculated by Pocket-CFO’s own engine, the same way every time; AI is used only to explain those figures in plain English.
Pocket-Advisor is the same platform for the accountants, bookkeepers, and fractional CFOs who look after several companies: one portfolio, ranked by what needs attention, with access each client controls.
Getting started
Create your account, set up two-factor authentication, add your company, and get numbers flowing in about five minutes.
Pocket-CFO
Connections, account mapping, the dashboard, KPI briefs, Ask Pocket-CFO, runway and hiring, tax, compliance, and reports.
Guides
Short, task-shaped walkthroughs: connect your accounting system, invite your team, set up delivery and alerts, and more.
Pocket-Advisor
For accountants, bookkeepers, and fractional CFOs: one portfolio for every client, staff and assignments, client grants, and board packs.
Security and trust
We only read your books, every sign-in needs two-factor authentication, tenants are isolated in the database, and the AI never does the maths.
Glossary
Every term Pocket-CFO and Pocket-Advisor show on screen, in plain English.