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Insights powered pre-accounting

Insights powered pre-accounting

Insights powered pre-accounting

PocketCFO is an AI-driven financial platform for accountants and their business customers. You double your productivity. Your customers have real time insights in language they understand. You have more time to give advice.

Expected Cash Balance
1020.00
EUR
0
+1.80%
1M
2M
3M
4M
5M
6M
1Y

See more

Salaries
17,387.55
Taxes
6,487.09
Cloud Costs
6,322.01
Expected Cash Balance
1020.00
EUR
0
+1.80%
1M
2M
3M
4M
5M
6M
1Y

See more

Salaries
17,387.55
Taxes
6,487.09
Cloud Costs
6,322.01
Expected Cash Balance
1020.00
EUR
0
+1.80%
1M
2M
3M
4M
5M
6M
1Y

See more

Salaries
17,387.55
Taxes
6,487.09
Cloud Costs
6,322.01

Faster decisions

You and your customers are always in control - together

Real time alerting on business events in your customer portfolio - past, present and future.

Your customer

Own app and webapp in your brand with real time business insights

Can connect all their transaction sources

Gets real time alerts

Can ask questions about their finance via chat

Sees and can share missing documents real time

You

Cockpit to manage all your clients

AI powered OCR

AI powered reconciliation engine

AI powered journal entries

Put AI in your accounting practice, connect to what you want to keep

It takes less than a minute
to set up

Put AI in your accounting practice, connect to what you want to keep

Easy set-up

Sign up

Step 1
Expected Cash Balance
1020.00
EUR
0
+1.80%
1M
2M
3M
4M
5M
6M
1Y

See more

Salaries
17,387.55
Taxes
6,487.09
Cloud Costs
6,322.01
ABN AMRO
Connect
ING
Connect
Rabobank
Connect
Revolut
Connect
Stripe
Connect
Full name
Paul Boersma
Email address
paul.boersma@accountant123.nl

Continue

Share your branding

You get a branded app & webapp

Invite your customers

10 minute onboarding, including bank & document connections

Alerts, notifications, insights

Congrats! You and your customers now get insights and alerts about revenues, costs, cash, tax and trends

Sign up

Step 1
Expected Cash Balance
1020.00
EUR
0
+1.80%
1M
2M
3M
4M
5M
6M
1Y

See more

Salaries
17,387.55
Taxes
6,487.09
Cloud Costs
6,322.01
ABN AMRO
Connect
ING
Connect
Rabobank
Connect
Revolut
Connect
Stripe
Connect
Full name
Paul Boersma
Email address
paul.boersma@accountant123.nl

Continue

Share your branding

You get a branded app & webapp

Invite your customers

10 minute onboarding, including bank & document connections

Alerts, notifications, insights

Congrats! You and your customers now get insights and alerts about revenues, costs, cash, tax and trends

Your accounting business runs better with PocketCFO

Alert

Keeps you and your team alert on events in your portfolio, without the wait

Alert

Keeps you and your team alert on events in your portfolio, without the wait

Alert

Keeps you and your team alert on events in your portfolio, without the wait

Pro-active advice

See real time cashflow and tax per customer, and understand where there is room to invest, or not

Pro-active advice

See real time cashflow and tax per customer, and understand where there is room to invest, or not

Pro-active advice

See real time cashflow and tax per customer, and understand where there is room to invest, or not

Talk to your data

Just ask PocketCFO to get your answer, real time search in all transactions and documents of your customers - expedites audits

Talk to your data

Just ask PocketCFO to get your answer, real time search in all transactions and documents of your customers - expedites audits

Talk to your data

Just ask PocketCFO to get your answer, real time search in all transactions and documents of your customers - expedites audits

Real time partner portal

See real time what is happening in your customer portfolio, know before they know, see where there is work to do

Real time partner portal

See real time what is happening in your customer portfolio, know before they know, see where there is work to do

Real time partner portal

See real time what is happening in your customer portfolio, know before they know, see where there is work to do

Actionable Insights

We pre-analyse, you give the context

Actionable Insights

We pre-analyse, you give the context

Actionable Insights

We pre-analyse, you give the context

Chat / App / Mail

You decide your preferred communication channel, we configure it for you

Chat / App / Mail

You decide your preferred communication channel, we configure it for you

Chat / App / Mail

You decide your preferred communication channel, we configure it for you

Become the trusted advisor that you always wanted to become

With PocketCFO, you propel your
accounting practice to the future

Features

Features for SMEs

Real time insights

Based on real time transactions from 2800 sources

Real time insights

Based on real time transactions from 2800 sources

Real time insights

Based on real time transactions from 2800 sources

Can share / connect document sources

Webapp, app, magic mail, API

Can share / connect document sources

Webapp, app, magic mail, API

Can share / connect document sources

Webapp, app, magic mail, API

Sees real time cash flow + forecast

Operational cash, finance cash, investment cash

Sees real time cash flow + forecast

Operational cash, finance cash, investment cash

Sees real time cash flow + forecast

Operational cash, finance cash, investment cash

Know what is missing

Real time oversight of docs still to be delivered to accountant

Know what is missing

Real time oversight of docs still to be delivered to accountant

Know what is missing

Real time oversight of docs still to be delivered to accountant

Tax insights

Know what you paid, know what you have to pay, get pro-active alerts when you are (nearly) to late

Tax insights

Know what you paid, know what you have to pay, get pro-active alerts when you are (nearly) to late

Tax insights

Know what you paid, know what you have to pay, get pro-active alerts when you are (nearly) to late

Get alerts in language you understand

In sentences you understand

Get alerts in language you understand

In sentences you understand

Get alerts in language you understand

In sentences you understand

Features for Accountants

Apps and webapp in your branding

Leverage the trust they have in you

Apps and webapp in your branding

Leverage the trust they have in you

Apps and webapp in your branding

Leverage the trust they have in you

All transactions complete

Let your customers connect to 2800 datasources, get rid of MT940 and CAMT

All transactions complete

Let your customers connect to 2800 datasources, get rid of MT940 and CAMT

All transactions complete

Let your customers connect to 2800 datasources, get rid of MT940 and CAMT

All documents complete

Real time missing document feature, complete your VAT and Annual work in a breeze

All documents complete

Real time missing document feature, complete your VAT and Annual work in a breeze

All documents complete

Real time missing document feature, complete your VAT and Annual work in a breeze

Best in class, mulitlingual OCR

Use the context of your customer to improve results

Best in class, mulitlingual OCR

Use the context of your customer to improve results

Best in class, mulitlingual OCR

Use the context of your customer to improve results

4x per day cash flow and forecast

Know before they know

4x per day cash flow and forecast

Know before they know

4x per day cash flow and forecast

Know before they know

Real time VAT declarations

Up to date VAT, 4x per day, included in forecast

Real time VAT declarations

Up to date VAT, 4x per day, included in forecast

Real time VAT declarations

Up to date VAT, 4x per day, included in forecast

Frequently asked questions

If you have anything else you want to ask, reach out to us.

Traditional accounting often involves waiting for all transactions and documents having arrived in an accounting system. Accountants have less and less time for this. Books & records may be up to date only once per month, more often once per quarter and sometimes even once per year. Our AI analyzes daily bank- and other transactions, providing real-time insights like sales trends and cost, optimization opportunities. It’s like having a CFO constantly monitoring the finances of your customers, at a fraction of the cost

Speak the same language as your customers

Contact

Europalaan 93
3526 KP Utrecht, The Netherlands

Bank Accounts:
NL49SWNB3784164310
NL37RABO0319227553

© 2025 The Financial Insights Company B.V. All rights reserved. | KVK: 94365849

Speak the same language as your customers

Contact

Europalaan 93
3526 KP Utrecht, The Netherlands

Bank Accounts:
NL49SWNB3784164310
NL37RABO0319227553

© 2025 The Financial Insights Company B.V. All rights reserved. | KVK: 94365849

Speak the same language as your customers

Contact

Europalaan 93
3526 KP Utrecht, The Netherlands

Bank Accounts:
NL49SWNB3784164310
NL37RABO0319227553

© 2025 The Financial Insights Company B.V. All rights reserved. | KVK: 94365849