Founder-friendly accounting, analytics, and tax solution

The smart way for busy CPG founders to get accrual books reconciled and clarity on financial health all in one place.

Try Pocket for free

One-stop shop from automated bookkeeping to financial insights

Auto data ingestion

All financial transactions get ingested daily.


AI-powered copilot categorizes 100% of your transactions, while you are at sleep.

Real-time accrual-based financials

Review and update your accrual books, while sipping a coffee.

Data-driven collaboration

Collaborate with a CPA, or CFO, on key performance metrics, via in-app chat.


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
myPocketCFO app
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Integrated with


Your extended finance ninja team

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

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

Perspectives from Thought Leaders