Pocket Accountant
Less scattered paperwork. More clarity.
Bring your everyday records together, then use Pro when you need connected bank activity, deeper reports, and a helping hand.
Keep the essentials together
Record income and expenses, organize your chart of accounts, and track journal entries. Your dashboard brings the numbers into one workspace.
- Review and filter transactions
- Keep customer invoices and vendor bills organized
- Log business trips and mileage
Turn bank activity into clear records
Connect supported accounts through Plaid, review imported activity, and choose how each transaction belongs in your books.
- Review coding and possible duplicates
- Choose the financial activity and account
- Use the Reconciliation Center to investigate differences
Understand how your business is doing
Review Profit & Loss, Balance Sheet, and Cash Flow reports. Compare results with your budget and prepare exports for your next accounting conversation.
- Choose the reporting period
- Review money owed to you and bills you owe
- Export supported reports to CSV or PDF
Get help with the repetitive work
Pocket Assistant offers guidance and suggestions on supported pages. Review the details before completing a transaction or saving a trip.
- Receipt and bill scan autofill
- Mileage route planning with Google Maps
- Budget and tax-planning assistance
Can I start without connecting a bank?
Yes. Starter includes manual transactions, invoices, bills, and mileage records. Connect supported bank accounts when you choose Pro.
Does Pocket Assistant make decisions for me?
Pocket Assistant provides guidance and suggestions. Review classifications, extracted receipt details, route estimates, and other suggestions before using them.