Pocket CFO
Financial intelligence for freelancers and small businesses
A mobile-first platform that simplifies tax preparation, expense tracking, and financial management—built for people who run their own business but aren't accountants.
The Challenge
Freelancers and small business owners struggle with financial management. They juggle multiple bank accounts, miss tax deductions, and spend hours on spreadsheets instead of their actual work.
- Manual expense categorization is time-consuming and error-prone
- Tax season means scrambling through receipts and statements
- No clear picture of cash flow until it's too late
- Existing tools are built for enterprises, not individuals
The Solution
Pocket CFO connects directly to bank accounts via Plaid, automatically categorizes transactions, and provides real-time financial insights. The app handles the complexity so users can focus on their business.
- Automatic bank sync and transaction categorization
- Tax-ready reports aligned with IRS categories
- Cash flow forecasting and spending insights
- Secure document storage for receipts and statements
Key Capabilities
Smart Transaction Sync
Connects to 12,000+ financial institutions via Plaid. Transactions are automatically imported and categorized using ML-powered classification.
Tax-Ready Reporting
Generates Schedule C-aligned reports. Export-ready for accountants or direct filing. Quarterly estimated tax calculations included.
Cash Flow Intelligence
Real-time dashboards showing income vs. expenses, monthly trends, and projected runway. Alerts for unusual spending patterns.
Secure Document Vault
Upload and organize receipts, invoices, and statements. OCR extracts key data automatically. Everything encrypted at rest.
Security & Compliance
Results
Services Delivered
- Mobile App Development
- Backend Systems
- Cloud Infrastructure
- Security & Compliance
- Admin Dashboard
Tech Stack
Platforms
Ready to Start Your Project?
Let's discuss how we can deliver similar results for your business.