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.

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One-stop shop from automated bookkeeping to financial insights

Auto data ingestion

All financial transactions get ingested daily.

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Auto-bookkeeping

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

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Real-time accrual-based financials

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

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Data-driven collaboration

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

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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

Alternative tool #1

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Integrated with

Alice Zhang

CFO

ex-CFO / VP of finance / head of FP&A @ Premise @ Xerox @McKinsey

Eric Sonsino

CPA

ex-controller & CPA @ Google @ Accenture

Finance

Fundamentals of CPG Financial Statements explained

Many startup founders and entrepreneurs find accounting and finance to be the least enjoyable part of managing and scaling their..

Cash Flow

Cash Forecasting and Cash Runway Management for CPG Startups

Cash flow management is one of the most critical areas of financial planning for startups as they are often lightly capitalised and do..

Accounting

Accrual vs Cash Accounting

Understanding the differences between cash and accrual-based accounting seems like a daunting task for many small business owners..

Loved by many CPG brands

Ashley

Founder @ BTR Nation

"myPocketCFO is game changing for me, a solo-preneur, to manage my finances from bookkeeping to fundraising."

Hillary

Founder @Sipwell

"I love the to-dos assigned with a deadline. Once I get a hang of using myPocketCFO, things go really smoothly. Definitely money-well-spent!"

Marilyn

Founder @fungalsnacks

"The communication and response times have been excellent. Everyone has such a great helpful attitude; they are professional and always make you feel like they want to help you. It is great having access to "live" people, something that is sorely missing in today's world of tech and e-commerce companies."

Brandon

Cofounder @hiatus

"The customer service team is great and quick."

Regina

Founder @Nemi Snacks

"Their UX is so simple, and easy to use, just what I needed, no more, no less. It also feels their team cares more about my business than I do, which is great for any startup entrepreneur!"

Stephanie

Founder @TUYYOFOODS

"I gave 10 out of 10 for myPocketCFO's overall service. I love the educational videos, the quick and on-demand access to experts, and the tool is intuitive for me to manage all my finances!"

Founder-friendly accounting, analytics, and tax solution

One-stop shop from automated bookkeeping to financial insights

Auto data ingestion

Auto-bookkeeping

Real-time accrual-based financials

Data-driven collaboration

A smart software that simplifies CPG bookkeeping, reporting & analysis

Integrated with

Your extended finance ninja team

Perspectives from Thought Leaders

Founder-friendly accounting, analytics, and tax solution

One-stop shop from automated bookkeeping to financial insights

Auto data ingestion

Auto-bookkeeping

Real-time accrual-based financials

Data-driven collaboration

A smart software that simplifies CPG bookkeeping, reporting & analysis

Integrated with

Your extended finance ninja team

Perspectives from Thought Leaders

Join the community of finance for startup CPG founders