The most engaging finance app for CPG founders  

We power-up modern CPG brands - with annual revenue up to $15M - to plan PnL, automate bookkeeping, and analyze financials.

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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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1

Step 1: customize your P&L and Balance Sheet

Plan and personalize accounts on your reports with a real CFO, on your app.

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An illustration of the product feature described in this section
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Step 2: review categorization and your financial reports

Review categorizations and the PnL in real-time, generated by your AI-copilot.

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Step 3: collaborate for data-driven growth, cash & capital

Dialogue with your dedicated CPA and CFO, and advisors on insights and decisions, on your app.

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PRODUCT

A smart software that simplifies CPG bookkeeping & analytics

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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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