Pocket Accountant

Pocket Accountant helps freelancers, independent contractors, and small business owners keep income, expenses, invoices, and bills in one place. When your records are scattered across spreadsheets, receipt photos, and bank statements, catching up takes time away from your business.

Pocket Accountant brings those everyday tasks into one workspace so you can see what you earned, what you spent, and what needs attention.

Start with the essentials:

• Record income and expenses and organize transactions by category.
• Create invoices and track due dates and recorded payments.
• Keep customer details, vendor bills, and business mileage organized.
• Review your dashboard to keep up with your records.

Pro adds tools for the repetitive work:

• Connect supported bank accounts through Plaid and review imported activity.
• Review suggested transaction categories and investigate differences with reconciliation tools.
• Scan receipts and bills to help fill in details.
• View Profit & Loss, Balance Sheet, and Cash Flow reports.
• Use budgets, comparisons, supported exports, and mileage route planning.
• Ask Pocket Assistant for help understanding expenses, reviewing transactions, or reading reports.

Getting started is straightforward: add your business details, choose your money categories, and enter your first records. Start manually with Starter, or choose Pro for connected tools. You review suggestions and scanned details before applying them, keeping the final decisions in your hands.

Starter is free and includes core manual bookkeeping, invoices, bills, and mileage records. Pro is $20/month or $198/year.

Less time sorting records. A clearer view of the business behind your work.

Operated by V Investment Capital LLC.