Pocket CFO's That Fits Your Budget




  • Essential Financial Management: Access core accounting tools to manage your finances effectively.
  • Daily/Weekly Message Limit: Interact with the GPT AI Assistant for financial updates and report generation with a set number of messages per day/week, ensuring quality over quantity
  • Automated Expense Tracking: Simplify expense recording and categorization with automation.
  • Basic Reporting: Generate standard financial reports such as profit and loss statements and balance sheets.
  • Tax Compliance Tools: Stay compliant with tax regulations with tools designed to streamline the tax preparation process..




  • Cloud-Based Document Storage: Keep your financial documents organized and accessible in the cloud.
  • Comprehensive Accounting Suite: Leverage a full suite of accounting features for in-depth financial management.
  • Cash Flow Insights: Get detailed insights into your cash flow to better manage and predict financial needs.
  • Unlimited AI Messages: Enjoy unrestricted interactions with the GPT AI Assistant for on-demand financial record updates and bespoke report generation.
  • Priority AI Learning: Benefit from a system that learns from your business patterns for more personalized assistance.




  • Multi-User Collaboration: Allow your team to work together with multi-user access to the accounting platform.
  • Advanced Permissions: Control what each team member can see and do with advanced user permissions.
  • Team-Oriented AI Interaction: Enable your team to collectively interact with the GPT AI Assistant for collaborative financial management.
  • Custom Report Builder: Create custom reports with a drag-and-drop builder to meet the specific needs of your business.
  • Dedicated Support: Receive dedicated support from financial experts for both the platform and tax-related inquiries.