Tools for your everyday books.
Keep records organized, stay on top of invoices, and make sense of your numbers. Start with the essentials; add connected tools with Pro.
Included with Starter
Keep records organized.
Give income, expenses, vendor bills and business trips a place to live. Review your dashboard instead of piecing the month together from separate lists.
- Record transactions and attach supporting records where available
- Organize money categories and manual journal entries
- Log business mileage; Pro adds route planning and scan autofill
Included with Starter
Create invoices. Track what is owed.
Choose an invoice template, add your customer and line items, and check the PDF preview. Keep due dates and recorded payments alongside the invoice.
- Customize the invoice’s template and colors
- Review customer details, totals and payment instructions
- Keep customer invoices and vendor bills organized
Available with Pro
Review your bank activity.
Connect supported accounts through Plaid, then review the activity before it goes into your books. Choose the matching accounts and investigate possible duplicates.
- Review suggested coding and financial activity
- Check the details before confirming an import
- Use reconciliation tools to investigate differences
Available with Pro
Understand your business results.
Look at income, expenses and cash flow over the period you choose. Compare results with your budget and prepare supported exports for your accountant.
- Read Profit & Loss, Balance Sheet and Cash Flow reports
- Compare actual results with budgets
- Export supported reports to CSV or PDF
A hand with the repetitive parts.
Pocket Assistant is included with Pro. Ask about your expenses, review a transaction, or get help reading a report. Receipt and bill scan autofill can help with data entry.
You review suggestions and extracted details before using them. Pocket Accountant is not a CPA firm, payroll provider, or a replacement for professional advice.
A few things to know
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.
Start with a few records.
Create your Starter account at $0. No credit card required.
Your business. Your records.
You make the final call.
Review suggestions and approve changes.
Your decisions stay in your hands.