Pocket Finance

The Pocket-Sized CFO

Pockt Finance gives founders real-time cash flow visibility, automated bookkeeping, and smarter spending controls — all in one place.

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How Pockt Works

Go from sign-up to full financial visibility in three simple steps. No spreadsheets, no accounting degree required.

1. Connect your accounts

Connect your existing bank accounts, payment processors, and accounting tools in minutes. Pockt syncs everything automatically.

2. See your numbers instantly

Your complete financial picture appears in real time — balances, cash flow, expenses, and upcoming obligations all in one view.

3. Make smarter decisions

Pockt surfaces insights and alerts so you can make confident decisions about hiring, spending, and growth — without guessing.

4. Set up automated alerts

Get notified about unusual spending, low balances, and upcoming bills before they become problems. Stay proactive, not reactive.

5. Manage team spending

Issue virtual and physical cards to your team with custom spending limits and merchant restrictions. Full visibility, zero surprises.

6. Scale with confidence

With real-time data and automated controls, you can focus on building your business instead of wrangling spreadsheets.

Our Services

Everything you need to run, grow, and protect your business finances from one powerful dashboard.

50,000+

Active Users

6

Years of Service

United States of America Born

Services for United States Business, In the United States!

$242.4M+

Transactions Processed

Why Pockt

Built for founders who want clear answers without the complexity of legacy banking tools.

Sarah Phillips

Co Founder & CTO, Pockt Finance

Marcus Williams

Founder & CEO, Pockt Finance

Jason Walker

CFO, Pockt Finance

Alex Grifton

VP of Risk, Pockt Finance

What Founders Say

Hear from founders and finance leaders who use Pockt Finance to stay on top of their numbers every day.

Latest Updates

Industry insights, product news, and tips to help you manage your business finances smarter.

When you can see your cash position update in real time, everything changes. You stop making decisions based on last month's numbers and start responding to what's actually happening in your business...

Business spending has a way of creeping up when nobody's watching. A subscription here, an unplanned purchase there — it adds up fast. The solution isn't to slow your team down with approval chains an...

Too many founders wait until tax season or a board meeting to really look at their numbers. By then, opportunities have been missed and problems have compounded. Building financial clarity from day on...