Pocket CFO

Genesys FI

About this app

POCKET CFO - YOUR PERSONAL FINANCIAL INTELLIGENCE PLATFORM

Take control of your business finances with Pocket CFO, the all-in-one financial management app designed specifically for freelancers, solopreneurs, and small business owners. Say goodbye to tax season stress and hello to organized, IRS-ready financial records.

🏦 SMART BANK INTEGRATION
• Securely connect unlimited bank accounts and credit cards
• Auto-sync transactions in real-time with bank-level encryption
• Track income and expenses across all your accounts in one place
• Powered by Plaid for secure, reliable bank connections

📊 INTELLIGENT EXPENSE TRACKING
• Automatic transaction categorization with AI-powered suggestions
• Assign IRS Schedule C categories for tax-ready reporting
• Mark expenses as business or personal with one tap
• Add custom notes and tags to any transaction
• Manual transaction entry for cash payments

📸 RECEIPT MANAGEMENT MADE EASY
• Snap photos of receipts and attach to transactions instantly
• Military-grade encryption protects all your documents
• Never lose a receipt again - 7-year secure cloud storage
• Search and retrieve receipts in seconds

🚗 MILEAGE TRACKING
• Log business trips with start and end locations
• Automatic distance calculation using Google Maps
• Track multiple vehicles with odometer readings
• Generate IRS-compliant mileage logs
• Calculate deductions at current IRS standard mileage rate

📈 POWERFUL FINANCIAL REPORTS
• Real-time profit & loss statements
• Expense reports by category and time period
• Income vs. expenses analysis
• Year-end tax summaries
• Schedule C-ready reports for easy tax filing
• Export reports in multiple formats

💼 BUSINESS PROFILE MANAGEMENT
• Set up your business information once
• Track income from multiple sources
• Configure business hours and settings
• Manage vehicles for mileage tracking
• Industry-specific expense categories

✨ DESIGNED FOR YOU
Perfect for:
• Freelancers and independent contractors
• Gig economy workers (Uber, DoorDash, Upwork)
• Self-employed professionals
• Sole proprietors
• Small business owners
• Consultants and service providers

💡 KEY FEATURES AT A GLANCE
✓ Unlimited bank account connections
✓ Automatic transaction categorization
✓ Receipt capture and encrypted storage
✓ GPS mileage tracking
✓ Manual transaction and account entry
✓ Custom categories and tags
✓ Business vs. personal expense sorting
✓ Real-time financial dashboards
✓ Tax-ready reports (Schedule C)
✓ Multi-year data retention
✓ Data export and portability
✓ Secure cloud backup

🎯 TAX SEASON MADE SIMPLE
Stop scrambling at tax time. Pocket CFO organizes your financial data throughout the year, making tax preparation a breeze. Generate Schedule C reports instantly, track deductible expenses automatically, and have all your receipts in one secure place.

📱 SEAMLESS EXPERIENCE
• Clean, intuitive interface
• Fast, responsive performance
• Works offline - sync when connected
• Regular updates and improvements
• Responsive customer support

🌍 PRIVACY YOU CAN TRUST
Your financial data is yours. We use enterprise-grade encryption, never sell your information, and give you complete control over your data. Export or delete your information anytime with just a few taps.

📞 WORLD-CLASS SUPPORT
Our team is here to help you succeed. Get answers to your questions quickly through in-app support, email, or our comprehensive help center.

What’s new

Simplify taxes for freelancers & small businesses. Auto-sync bank transactions, track mileage, organize receipts, and generate IRS-ready reports in seconds.