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
Sign up
Step 1Expected Cash Balance1020.00EUR0+1.80%1M2M3M4M5M6M1YSee more
Salaries17,387.55Taxes6,487.09Cloud Costs6,322.01
ABN AMROConnect
INGConnect
RabobankConnect
RevolutConnect
StripeConnectFull namePaul BoersmaEmail addresspaul.boersma@accountant123.nlContinue
Connect your data
Securely share your bank transactions from 2500 banks across Europe
Select a bank
Step 2Expected Cash Balance1020.00EUR0+1.80%1M2M3M4M5M6M1YSee more
Salaries17,387.55Taxes6,487.09Cloud Costs6,322.01
ABN AMROConnect
INGConnect
RabobankConnect
RevolutConnect
StripeConnectFull namePaul BoersmaEmail addresspaul.boersma@accountant123.nlContinue
Analysis & insights
Pocket CFO agregates and analyses them to give you better insights about your business
Select a bank
Step 2Expected Cash Balance1020.00EUR0+1.80%1M2M3M4M5M6M1YSee more
Salaries17,387.55Taxes6,487.09Cloud Costs6,322.01
ABN AMROConnect
INGConnect
RabobankConnect
RevolutConnect
StripeConnectFull namePaul BoersmaEmail addresspaul.boersma@accountant123.nlContinue
Trends
Congrats! You will now receive insights and alerts about revenues, costs, cash and trends
Sign up
Step 1Expected Cash Balance1020.00EUR0+1.80%1M2M3M4M5M6M1YSee more
Salaries17,387.55Taxes6,487.09Cloud Costs6,322.01
ABN AMROConnect
INGConnect
RabobankConnect
RevolutConnect
StripeConnectFull namePaul BoersmaEmail addresspaul.boersma@accountant123.nlContinue
Connect your data
Securely share your bank transactions from 2500 banks across Europe
Select a bank
Step 2Expected Cash Balance1020.00EUR0+1.80%1M2M3M4M5M6M1YSee more
Salaries17,387.55Taxes6,487.09Cloud Costs6,322.01
ABN AMROConnect
INGConnect
RabobankConnect
RevolutConnect
StripeConnectFull namePaul BoersmaEmail addresspaul.boersma@accountant123.nlContinue
Analysis & insights
Pocket CFO agregates and analyses them to give you better insights about your business
Select a bank
Step 2Expected Cash Balance1020.00EUR0+1.80%1M2M3M4M5M6M1YSee more
Salaries17,387.55Taxes6,487.09Cloud Costs6,322.01
ABN AMROConnect
INGConnect
RabobankConnect
RevolutConnect
StripeConnectFull namePaul BoersmaEmail addresspaul.boersma@accountant123.nlContinue
Trends
Congrats! You will now receive insights and alerts about revenues, costs, cash and trends
Sign up
Step 1Expected Cash Balance1020.00EUR0+1.80%1M2M3M4M5M6M1YSee more
Salaries17,387.55Taxes6,487.09Cloud Costs6,322.01
ABN AMROConnect
INGConnect
RabobankConnect
RevolutConnect
StripeConnectFull namePaul BoersmaEmail addresspaul.boersma@accountant123.nlContinue
Connect your data
Securely share your bank transactions from 2500 banks across Europe
Select a bank
Step 2Expected Cash Balance1020.00EUR0+1.80%1M2M3M4M5M6M1YSee more
Salaries17,387.55Taxes6,487.09Cloud Costs6,322.01
ABN AMROConnect
INGConnect
RabobankConnect
RevolutConnect
StripeConnectFull namePaul BoersmaEmail addresspaul.boersma@accountant123.nlContinue
Analysis & insights
Pocket CFO agregates and analyses them to give you better insights about your business
Select a bank
Step 2Expected Cash Balance1020.00EUR0+1.80%1M2M3M4M5M6M1YSee more
Salaries17,387.55Taxes6,487.09Cloud Costs6,322.01
ABN AMROConnect
INGConnect
RabobankConnect
RevolutConnect
StripeConnectFull namePaul BoersmaEmail addresspaul.boersma@accountant123.nlContinue
Trends
Congrats! You will now receive insights and alerts about revenues, costs, cash and trends
Sign up
Step 1Expected Cash Balance1020.00EUR0+1.80%1M2M3M4M5M6M1YSee more
Salaries17,387.55Taxes6,487.09Cloud Costs6,322.01
ABN AMROConnect
INGConnect
RabobankConnect
RevolutConnect
StripeConnectFull namePaul BoersmaEmail addresspaul.boersma@accountant123.nlContinue
Connect your data
Securely share your bank transactions from 2500 banks across Europe
Select a bank
Step 2Expected Cash Balance1020.00EUR0+1.80%1M2M3M4M5M6M1YSee more
Salaries17,387.55Taxes6,487.09Cloud Costs6,322.01
ABN AMROConnect
INGConnect
RabobankConnect
RevolutConnect
StripeConnectFull namePaul BoersmaEmail addresspaul.boersma@accountant123.nlContinue
Analysis & insights
Pocket CFO agregates and analyses them to give you better insights about your business
Select a bank
Step 2Expected Cash Balance1020.00EUR0+1.80%1M2M3M4M5M6M1YSee more
Salaries17,387.55Taxes6,487.09Cloud Costs6,322.01
ABN AMROConnect
INGConnect
RabobankConnect
RevolutConnect
StripeConnectFull namePaul BoersmaEmail addresspaul.boersma@accountant123.nlContinue
Trends
Congrats! You will now receive insights and alerts about revenues, costs, cash 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