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myPocketCFO

Develop by Shopify
Free plan available

Track and plan for your financials.

Performance optimization
Real-time accrual books
Financial analysis
Cpa/cfo advice
Daily transaction processing
Alternative capital sourcing
Fundraising insights
Pnl compilation
Subject matter experts
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About myPocketCFO

Launched Jul 28, 2021

Categories

Accounting Financial report

Built by Shopify

Address

15 Monte Vista Rd, Orinda, CA, 94563, US

Website Support Portal Privacy policy Tutorial FAQ Document

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Description

Easy CPG finance with real-time accrual books, financial analysis, & CPA/CFO advice all in one place

myPocketCFO processes your daily transaction data to automatically produce accrual books and financial insights. Founders can instantly leverage this information for performance optimization, alternative capital sourcing, or fundraising— without breaking your backs or banks.

myPocketCFO processes your daily transaction data to automatically produce accrual books and financial insights. Founders can instantly leverage this information for performance optimization, alternative capital sourcing, or fundraising— without breaking your backs or banks. more
  • Founder friendly. No accounting knowledge needed
  • Save weeks of time by compiling your own PnL
  • Save money so you can invest into business growth
  • In-app access to subject matter experts, i.e. CPA, CFO

Pros

  • Automates production of accrual books and financial insights
  • Helps in performance optimization and alternative capital sourcing
  • Facilitates fundraising
  • No accounting knowledge needed for founders
  • Saves time by compiling PnL automatically
  • Cost-effective, allowing investment into business growth
  • In-app access to subject matter experts like CPAs and CFOs

Cons

  • May contain bugs or technical issues impacting usability
  • Limited customization options for tailored financial insights
  • Potential data privacy concerns with financial information processing
  • Dependence on app accuracy for critical financial decisions
  • Requires continuous input of daily transaction data for optimal performance

Key Features

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