Pocket-CFO Reports and delivery
Every brief is kept on the Reports page, where you can review and approve it, download it as a PDF, keep your advisor contacts, and set briefs and alerts to arrive by email.
Your briefs
The Reports page has two tabs: KPI Briefs, the twice-weekly entries from your CFO diary, and Monthly CEO Briefs, a summary for a whole period.
Open a brief to move it through its life — draft, reviewed, approved, archived — and to Download PDF or Download markdown. PDF downloads are recorded in the audit trail.
The Monthly CEO Brief
Select Prepare monthly brief, choose a Period start and Period end, and select Refresh selected period. The monthly brief is assembled from your calculated figures for the period.
Advisor contacts
Advisor contacts is your address book for the people who help run your finances. Add each one with a Name, Email, and Role — CPA, fractional CFO, accountant, bookkeeper, loan officer, or other — and select Save contact. Saved contacts can be picked when you email a brief, and they are who scheduled briefs and alerts go to.
Delivery and alerts
Under Delivery & alerts, you can have briefs sent automatically and be warned when cash runs low. Scheduled briefs and alerts go to your advisor contacts — add yourself as a contact if you want them too. See Set up delivery and alerts.
Availability
Reports, PDFs, advisor contacts, and delivery are part of the CEO brief feature, which is switched on per account during the closed beta.