Features

Pricing

For Finance professionals

For Investors and Lenders

For Entrepreneurs

English

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English

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Speak the same language as your customers

Speak the same language as your customers

Speak the same language as your customers

PocketCFO is an AI-driven financial platform that connects to all the data sources of your customers. They have real time insights in language they understand. You spend less chasing invoices. You have more time to give advice.

Try it now

Try it now

Try it now

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

It takes 5 minutes to set up your account

It takes less than a minute
to set up

It takes 5 minutes to set up your account

Try it

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

Make an account

It takes 5 minutes

Connect transaction and document sources

3000 sources

Alerts, notifications, insights

Congrats! You now get insights and alerts about revenues, costs, cash 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

Make an account

It takes 5 minutes

Connect transaction and document sources

3000 sources

Alerts, notifications, insights

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

Faster decisions

We help you and your customers to be alert on the current and future of their businesses

Propels your accounting business to the future

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 per customer, and understand where there is room to invest, or not

Pro-active advice

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

Pro-active advice

See real time cashflow 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

Talk to your data

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

Talk to your data

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

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

Keep track of all your businesses in one place

With PocketCFO, you can see performance of your customers in one place.

Try it now

Try it now

Try it now

Simple pricing

Monthly

Yearly

Save 25%

Light

Talk to Sales

Talk to Sales

Talk to Sales

For customers with 1 bank account

Choose 1 from 2500 banks in Europe

Revenue trends

Shows historical revenue up to today, per stream

Expense trends

Shows historical expenses up to today, per expense bucket

Cash profit trend

Indicates profit

Runway

Calculates how much months before your customer runs out of cash

Business

Talk to Sales

Talk to Sales

Talk to Sales

For customers with several bank accounts

Choose out of 2500 banks in Europe

Revenue trends

Shows historical revenue up to today, per stream

Expense trends

Shows historical expenses up to today, per expense bucket

Cash profit trend

Indicates profit

Monthly cash burn

Shows historic cash burn per month

Runway

Calculates how much months before business runs out of cash

Top Customers

Coming Soon

Shows their biggest revenue generators

Top Expenses

Coming Soon

Shows on what they spend money

Cash flow forecast

Coming Soon

Predicts where their cash will be in the future

VAT and Income / Corporate tax projections

Coming Soon

Real time predictions of what their next tax payment will be and how much to set aside

Talk to your data, interactively, in simple terms

Coming Soon

Ask their data questions via Quinn, your virtual CFO and get answers. Real time. Pull in your customer in the conversation

Adjust cash flow forecast based on future events - by talking to your customer and the data

Coming Soon

Not everything is known in data (future investments, hires, sale of assets) - improve their forecast by talking to it

Carbon footprint development

Coming Soon

Gain insights into their carbon footprint and implement strategies to reduce their environmental footprint.

Simple pricing

Monthly

Yearly

Save 25%

Light

Talk to Sales

Talk to Sales

Talk to Sales

For customers with 1 bank account

Choose 1 from 2500 banks in Europe

Revenue trends

Shows historical revenue up to today, per stream

Expense trends

Shows historical expenses up to today, per expense bucket

Cash profit trend

Indicates profit

Runway

Calculates how much months before your customer runs out of cash

Business

Talk to Sales

Talk to Sales

Talk to Sales

For customers with several bank accounts

Choose out of 2500 banks in Europe

Revenue trends

Shows historical revenue up to today, per stream

Expense trends

Shows historical expenses up to today, per expense bucket

Cash profit trend

Indicates profit

Monthly cash burn

Shows historic cash burn per month

Runway

Calculates how much months before business runs out of cash

Top Customers

Coming Soon

Shows their biggest revenue generators

Top Expenses

Coming Soon

Shows on what they spend money

Cash flow forecast

Coming Soon

Predicts where their cash will be in the future

VAT and Income / Corporate tax projections

Coming Soon

Real time predictions of what their next tax payment will be and how much to set aside

Talk to your data, interactively, in simple terms

Coming Soon

Ask their data questions via Quinn, your virtual CFO and get answers. Real time. Pull in your customer in the conversation

Adjust cash flow forecast based on future events - by talking to your customer and the data

Coming Soon

Not everything is known in data (future investments, hires, sale of assets) - improve their forecast by talking to it

Carbon footprint development

Coming Soon

Gain insights into their carbon footprint and implement strategies to reduce their environmental footprint.

Simple pricing

Monthly

Yearly

Save 25%

Light

Talk to Sales

Talk to Sales

Talk to Sales

For customers with 1 bank account

Choose 1 from 2500 banks in Europe

Revenue trends

Shows historical revenue up to today, per stream

Expense trends

Shows historical expenses up to today, per expense bucket

Cash profit trend

Indicates profit

Runway

Calculates how much months before your customer runs out of cash

Business

Talk to Sales

Talk to Sales

Talk to Sales

For customers with several bank accounts

Choose out of 2500 banks in Europe

Revenue trends

Shows historical revenue up to today, per stream

Expense trends

Shows historical expenses up to today, per expense bucket

Cash profit trend

Indicates profit

Monthly cash burn

Shows historic cash burn per month

Runway

Calculates how much months before business runs out of cash

Top Customers

Coming Soon

Shows their biggest revenue generators

Top Expenses

Coming Soon

Shows on what they spend money

Cash flow forecast

Coming Soon

Predicts where their cash will be in the future

VAT and Income / Corporate tax projections

Coming Soon

Real time predictions of what their next tax payment will be and how much to set aside

Talk to your data, interactively, in simple terms

Coming Soon

Ask their data questions via Quinn, your virtual CFO and get answers. Real time. Pull in your customer in the conversation

Adjust cash flow forecast based on future events - by talking to your customer and the data

Coming Soon

Not everything is known in data (future investments, hires, sale of assets) - improve their forecast by talking to it

Carbon footprint development

Coming Soon

Gain insights into their carbon footprint and implement strategies to reduce their environmental footprint.

Frequently asked questions

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

Traditional accounting often involves waiting for year-end reports or manually compiling data. Our AI analyzes daily bank transactions, providing real-time insights like sales trends and cost, optimization opportunities. It’s like having a CFO constantly monitoring your finances, at a fraction of the cost

Speak the same language as your customers

Company

About Us

LinkedIn

Legal

Privacy Policy

General Terms & Conditions

Contact

hello@pocketcfo.io

085-2129442

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

Company

About Us

LinkedIn

Legal

Privacy Policy

General Terms & Conditions

Contact

hello@pocketcfo.io

085-2129442

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

Company

About Us

LinkedIn

Legal

Privacy Policy

General Terms & Conditions

Contact

hello@pocketcfo.io

085-2129442

Europalaan 93
3526 KP Utrecht, The Netherlands

Bank Accounts:
NL49SWNB3784164310
NL37RABO0319227553

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