Ask your books anything — cash, revenue, expenses, overdue — and get a cited, numeric answer in seconds. No spreadsheets, no calls to your CPA, no dashboards to configure.
Included in every DuePilot plan. Connect QuickBooks in 60 seconds.
Pocket CFO
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Every question here runs live against your QuickBooks + DuePilot data.
Pocket CFO answers the 80% of questions that shouldn't need a $300/hour call — so your CPA can focus on the other 20%.
Grounded in your data
Every answer calls a live tool and cites exactly what it read. No fabricated numbers, ever.
Conversational, not configured
No dashboards to build, no reports to schedule. Ask a question, get an answer.
Yours alone
Strict org-scoped tools and row-level security. Nobody — us included — can see your books.
Seven live tools, every answer cited. Tap any answer to see the raw numbers behind it.
AR snapshot
Outstanding, overdue, average days-to-pay — right now.
Top debtors
Who owes the most, ranked by balance.
Collections this month
What you actually recovered since the 1st.
Cash on hand
Every bank + credit account, totaled, timestamped.
Revenue for period
This month, last month, YTD — with the delta.
Expenses for period
Biggest category, month over month.
Runway estimate
Cash divided by your real 90-day burn.
Pocket CFO is a calculator, not a CPA. Honest about its limits so every answer you do get is trustworthy.
Connect QuickBooks, sign in, and ask your first question in under two minutes.