Description
POCKET CFO - YOUR PERSONAL FINANCIAL INTELLIGENCE PLATFORM
Take control of your business finances with Pocket CFO, the all-in-one financial management app designed specifically for freelancers, solopreneurs, and small business owners. Say goodbye to tax season stress and hello to organized, IRS-ready financial records.
SMART BANK INTEGRATION
• Securely connect unlimited bank accounts and credit cards
• Auto-sync transactions in real-time with bank-level encryption
• Track income and expenses across all your accounts in one place
• Powered by Plaid for secure, reliable bank connections
INTELLIGENT EXPENSE TRACKING
• Automatic transaction categorization with AI-powered suggestions
• Assign IRS Schedule C categories for tax-ready reporting
• Mark expenses as business or personal with one tap
• Add custom notes and tags to any transaction
• Manual transaction entry for cash payments
RECEIPT MANAGEMENT MADE EASY
• Snap photos of receipts and attach to transactions instantly
• Military-grade encryption protects all your documents
• Never lose a receipt again - 7-year secure cloud storage
• Search and retrieve receipts in seconds
MILEAGE TRACKING
• Log business trips with start and end locations
• Automatic distance calculation using Google Maps
• Track multiple vehicles with odometer readings
• Generate IRS-compliant mileage logs
• Calculate deductions at current IRS standard mileage rate
POWERFUL FINANCIAL REPORTS
• Real-time profit & loss statements
• Expense reports by category and time period
• Income vs. expenses analysis
• Year-end tax summaries
• Schedule C-ready reports for easy tax filing
• Export reports in multiple formats
BUSINESS PROFILE MANAGEMENT
• Set up your business information once
• Track income from multiple sources
• Configure business hours and settings
• Manage vehicles for mileage tracking
• Industry-specific expense categories
DESIGNED FOR YOU
Perfect for:
• Freelancers and independent contractors
• Gig economy workers (Uber, DoorDash, Upwork)
• Self-employed professionals
• Sole proprietors
• Small business owners
• Consultants and service providers
KEY FEATURES AT A GLANCE
Unlimited bank account connections
Automatic transaction categorization
Receipt capture and encrypted storage
GPS mileage tracking
Manual transaction and account entry
Custom categories and tags
Business vs. personal expense sorting
Real-time financial dashboards
Tax-ready reports (Schedule C)
Multi-year data retention
Data export and portability
Secure cloud backup
TAX SEASON MADE SIMPLE
Stop scrambling at tax time. Pocket CFO organizes your financial data throughout the year, making tax preparation a breeze. Generate Schedule C reports instantly, track deductible expenses automatically, and have all your receipts in one secure place.
SEAMLESS EXPERIENCE
• Clean, intuitive interface
• Fast, responsive performance
• Works offline - sync when connected
• Regular updates and improvements
• Responsive customer support
PRIVACY YOU CAN TRUST
Your financial data is yours. We use enterprise-grade encryption, never sell your information, and give you complete control over your data. Export or delete your information anytime with just a few taps.
SUBSCRIPTION TERMS:
Pocket CFO offers Core and Premium subscription plans with auto-renewal. Payment will be charged to your iTunes Account at confirmation of purchase.
Subscriptions automatically renew unless auto-renew is turned off at least 24 hours before the end of the current period. You can manage your
subscriptions and turn off auto-renewal by going to your Account Settings after purchase.
Terms of Use: Apple's Standard EULA applies to all subscriptions and purchases: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/
Privacy Policy: https://genesysfi.com/privacy-policy