AI Predictive Analytics for Accountants & Bookkeepers | Double your efficiency & offer SME clients real-time insights | White-label platform

We understand the challenge: too many finance professionals work with legacy systems and wonder why their system doesn't 'learn'. This leads to inefficiency and leaves no time to add value for your SME clients.

PocketCFO is the solution. Our platform offers real-time insight and predictive insights & alerts into the financial situation of SMB clients. We connect to over 2500 sources of your SMB clients' transactions via a very simple API. We connect all document flows via a very simple app (Apple/Google) and web app. In your brand. We train reconciliation between transactions and documents per administration using the very latest machine learning & LLM techniques.

We are happy to explore with you how your firm can become more efficient and proactive with relevant insights & alerts for your SME clients.

We can help you with:
✅ Real-time financial insight for your clients
✅ Automatic cash flow forecast with alerts
✅ Smart notifications & warnings
✅ Document collection & reconciliation between transactions and documents
✅ A partner portal where you can see the status of all your clients at once (performance, open items, Tax predictions, Forecasts)
✅ App in your brand (Apple & Google app stores)
✅ Web app in your brand
✅ Very simple onboarding for you and your clients
✅ We sell a solution, not just software

Our mission is to help accountants & bookkeepers work smarter and more efficiently with an AI platform. This enables them to work 2x more efficiently and proactively add value as financial advisors to their SME clients.

PocketCFO

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PocketCFO

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