Financial reporting made easy
for founders

We empower CPG startup founders, partners, and investors to access and make sense of financials in real-time

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An all-in-one place for the underdog entrepreneurs with up to $15M to manage their finances

For consumer brands with less than $15M annual revenue, have a one-stop place to manage your accounting book, interpret your financial data, and collaborate with your CPA, CFO, and funders for cash and capital.

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An easy 3-step process to run your finance

Let AI co-pilot do all the chore bookkeeping work; you just focus on the take-aways

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1

Step 1: customize your financial reports

Personalize how your reports look like, on your app.

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2

Step 2: review and refine reports, in real-time

Review, update, and refresh your financial reports, assisted by your AI-copilot.

3

Step 3: collaborate for growth, cash & capital

Dialogue with your dedicated CPA and CFO on personalized reports, for growth.

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PRODUCT

A smart software that simplifies CPG bookkeeping, reporting & analysis

Personalize it once, the rest of the work will be automated.

Customize chart of accounts
Customize categorization rules
Customize chargeback rules
Customize COGS rules
Auto categorization
Auto reconcile sales, COGS and inventory
Auto-apply chargebacks
Auto-match invoice payments
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EXPERT SUPPORT

Your extended finance ninja team

From a CPA to CFO, your engagement from accounting to strategic finance.

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Alice Zhang
CFO
ex-CFO / VP of finance / head of FP&A @ Premise @ Xerox @McKinsey
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Eric Sonsino
CPA
ex-controller & CPA @ Google @ Accenture

See first-hand what Pocket can do for you!

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Democratising financial access for small and medium businesses.
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