PocketCFO is an AI-powered tool designed for small and mid-size enterprises that need financial clarity—without the cost of a full-time CFO. In this post, I’ll show you how PocketCFO works and how it can help you make smarter business decisions.
1. Introduction to PocketCFO (00:00)
Simply drop your company’s financial statement PDF into the tool. PocketCFO automatically recognizes and processes your financial data.
2. Annual Report Analysis (02:00)
Within seconds, you’ll receive a clear analysis of your company’s financials:
- Income Statement: See your revenues and expenses at a glance.
- Cash Flow: Understand how money moves through your business.
- Balance Sheet: Get a complete picture of your assets and liabilities.
3. Estimating Future Growth (04:00)
PocketCFO also provides forecasts for the coming years:
- Compare revenue growth with your strategic goals.
- See how cost optimization can improve your bottom line.
4. Understanding Financial Health (06:00)
Use the tool to:
- Review your company’s financial health.
- Identify opportunities for cost optimization and better results.
Book a Strategy Session
Want to review your numbers and strategy with an expert? Book a meeting with Axel: https://calendly.com/80x20
Try PocketCFO and share your feedback! The tool is built to make financial analysis easy for SMEs—give it a try and let us know how it works for you.