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Your Pocket CFO

Coming soon

We're Building Software for Fractional CFO Firms

Built by a working firm. Replacing the patchwork of reporting tools, business operating systems, and spreadsheets fractional CFOs use today.

The gap we're filling

The tools fractional CFOs use weren't built for the way they work.

Fractional CFO firms today stitch together a dozen tools to do the work. ReachReporting and its peers handle financial reporting, but stop there. Business operating platforms like Ninety handle team operations, but don't touch the numbers. Spreadsheets fill every gap between them. Nothing combines the financial side and the operational side the way a fractional CFO engagement actually runs.

We're building the platform we wish existed when we started our firm. Financial reporting that's actually client-ready out of the box. Financial analysis tools that handle the kind of modeling fractional CFOs do every week. And business management features (the day-to-day operating rhythm of a CFO firm) built into the same platform.

If you're running a fractional CFO firm and you've felt the same gap, we'd love to have you on the waitlist.

What we're building

A single platform for the work fractional CFO firms actually do

Financial Reporting

Client-ready reports, dashboards, and packages, designed by CFOs for CFO firms. No more hand-assembled PowerPoint decks.

Financial Analysis

Scenario modeling, profitability analysis, and forecasting tools built for the analysis CFOs actually do, not a general BI platform retrofitted.

Business Management

Firm operations (client engagements, workflows, deliverables) in the same place as the financial work.

Built by a working firm

Every feature tested in a real fractional CFO engagement before it ships. Built for practitioners, by practitioners.

Built by Your Pocket CFO

Every feature lives in a real CFO engagement first.

We run a working fractional CFO firm. That’s where the platform gets designed, tested, and proven before anyone else sees it.

About the firm

Join the waitlist

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One email when we’re ready. No spam, ever.