Your personal CFO.
On WhatsApp.
Every morning.
Connect your QuickBooks once. Ask it anything at any hour — and get automatic alerts when an invoice is about to be due, when a client is more than 15 days past due, or when your cash is about to run low.
Your accountant crunches the numbers.
But no one warns you in time.
You work 12-hour days. You don't have time to open QuickBooks. You trust your accountant, but the report shows up after the fact. And a real CFO costs $8,000+ a month.
Friday rolls in and there's no money for payroll.
By the time you notice, it's too late to collect open invoices.
The IRS wants taxes you never set aside.
Nobody told you how much to save each quarter.
You don't know if Project A is profitable or losing.
You keep pouring time into jobs that aren't paying off.
Clients owing you for 60+ days.
Without a system to remind you, receivables slip through the cracks.
Three steps. Zero spreadsheets.
Connect QuickBooks
Click 'Connect', authorize read-only access. Done in 2 minutes. Your info stays encrypted.
Get your Daily Pulse
Every morning at 8am on WhatsApp: cash, collections, payments, alerts and profitability per project.
Ask anything
'How much should I save for taxes?' 'Is Project Riverside on track?' Your CFO answers in seconds, in your language.
"For the first time I know exactly where my money is before payroll hits. It's like having a financial partner in my pocket."
Don't wait to open the app.
Your CFO tells you first.
PocketCFO.chat monitors your QuickBooks day and night. When something important happens, you get a WhatsApp message — before it becomes a problem.
- 📅Payment about to be due
“Riverside invoice #1042 is due in 3 days — want me to draft the reminder?”
- 🚨Client +15 days past due
“Oakland Builders is 18 days late on $4,200. Message ready to send.”
- 💸Cash below the safe threshold
“Your projected cash for Friday is $2,100. Payroll is $12,300 — act today.”
- 🧾Taxes and payroll coming up
“7 days until the IRS quarterly payment — set aside $4,820 this week.”
Any data from your QuickBooks, in seconds.
Answers like a CFO with 20 years of experience — no waiting until Monday, no bothering the accountant.
Live cash flow
What's coming in, what's going out, what's left. Today, this week, this month.
Accounts receivable
Who owes you, for how long, and messages ready to collect.
Profit per project
Know which project is profitable and which is costing you.
Payroll & tax alerts
We tell you ahead — not on payment day.
Less than one hour of your accountant.
A real CFO costs $8,000+ a month. PocketCFO.chat works 24/7 for a fraction.
- Daily pulse on WhatsApp (in Spanish or English)
- Secure QuickBooks Online connection
- Unlimited questions to your CFO-Bot
- Payroll, tax and due-date alerts
- Weekly profitability report per project
- No contract — cancel anytime
No card. No risk.
Tomorrow, instead of opening QuickBooks,
open WhatsApp.
Connect your account today. Tomorrow at 8am you'll get your first financial pulse — clear, in your language, where you already spend your day.
We'll send the link to connect QuickBooks. No spam, ever.