Pocket Accountant

From your first entry to a clearer picture.

Start with the records you have. Build a simple rhythm for keeping your books up to date.

Start with Starter

Create your workspace

Create your account, confirm your email, and follow the business setup steps. Add your business details and choose the accounts that fit the work you do.

  • Start on the $0 Starter plan
  • Add your business information
  • Review your chart of accounts

Bring in the day-to-day details

Record transactions, create invoices, enter bills, and log business trips. With Pro, connect supported bank accounts and use receipt or bill autofill.

  • Keep income and expenses organized
  • Track customers, vendors, and due dates
  • Attach supporting records where available

Review before you finish

Check dates, amounts, accounts, and supporting details. Pro adds Pocket Assistant suggestions and reconciliation tools to help you find items that need attention.

  • Review suggested coding
  • Investigate possible duplicates
  • Confirm a route estimate against the trip you drove

Use your numbers

Visit your dashboard to see your business at a glance. With Pro, explore financial reports, compare actual results with budgets, and share supported exports with your accountant.

  • Check the period before reading totals
  • Review unpaid invoices and bills
  • Plan the next month with more context

Do I need to enter everything at once?

No. You can begin with current activity and add records as you go. Review the dates and accounts so reports reflect the records you intended to include.

Can I use Pocket Accountant on my phone?

The web interface adapts to smaller screens. The Android app uses the same Pocket Accountant account; native subscription purchases use Google Play.