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Pocket CFO for small businesses

A clearer business read before small problems get expensive.

Pocketchief turns key business inputs into a plain-English operating readout for small business owners. See where cash, margin, and customer signals are creating pressure, then leave with a clearer next area to review.

  • No credit card required for the first read
  • Built for small-business owners
  • Informational, not professional advice
Accounting ecosystem

Built around the accounting tools small businesses already use.

Pocketchief currently supports QuickBooks connectivity. Additional accounting-platform connections are on the product roadmap.

Logos represent widely used small-business accounting platforms. Pocketchief is not affiliated with or endorsed by these providers.

The idea

An operating briefing for owners, not another dashboard.

The readout is designed to help you understand the current picture quickly, spot the main source of pressure, and decide what deserves a closer look next.

01

Pressure

Where pressure is building — across cash, margin, or customer signals.

02

Priority

Which signal matters first, so attention doesn't spread too thin.

03

Next review

What deserves action next — a practical focus, not a vague conclusion.

Sample report

See the readout before you start.

The sample report shows how Pocketchief frames the business picture: where pressure is building, which signal deserves attention first, and what an owner should review next.

Northstar Coffee Co.
April 2026
72/100
Revenue trendUp 14%
Gross margin58%
Cash runway4.2 months
Receivables timingWatch
What you receive

A concise operating briefing.

Readable and decision-oriented, not a wall of accounting output or a crowded dashboard.

  • A plain-English read on the current business picture
  • The areas where drag or imbalance may be building
  • A clearer sense of what deserves review next
How it works

Three steps to a clearer read.

1

Enter the key business inputs.

Revenue, costs, cash, margin, and customer signals — the practical inputs that reflect how the business is performing.

2

Pocketchief reads the business picture.

The system interprets the numbers to identify what's supporting the business and what's creating pressure.

3

Leave with a practical next focus.

A structured report delivered by email — the overall picture, the key risks, and the next step worth focusing on.

See how it works in detail
Trust and boundaries

Grounded in business judgment, not generic software language.

Owner-facing language, practical financial signals, and responsible boundaries — with a sample available before you ever start a read.

Who's behind it

Built around finance, operations, and judgment.

Meet the full team
Pricing

Start free. Grow into a steadier rhythm.

Contact-based

Core

$29 / month

A steadier reporting rhythm — track periods, save reports, compare over time.

Discuss Core
Contact-based

Core+

$99 / month

Deeper reporting and higher-touch review for businesses with more moving parts.

Discuss Core+
Common questions

Before you start.

Is this a substitute for an accountant?

No. Pocketchief is informational and directional — not a substitute for professional financial, tax, accounting, legal, or investment advice.

How do I receive the report?

As a structured PDF, delivered by email, after you submit your business inputs.

What can I use right now?

The free first business read is available today. Core and Core+ are visible for planning but currently contact-based rather than self-serve.

See all FAQs
Get started

Start with a clearer business read.