Introducing myPocketCFO’s AI Copilot: Instant Financial Insights at Your Fingertips

Running a business means constantly juggling financial data, making critical decisions, and staying ahead of key financial trends. But what if you had an AI-powered Copilot ready to provide instant insights whenever you needed them?

Today, we’re excited to introduce a powerful new feature in myPocketCFO: direct AI Copilot access available across your financial statements. With just a click, entrepreneurs can unlock real-time financial intelligence, making it easier than ever to understand their numbers and drive smart decision-making.

Turn Your Financial Data into Actionable Insights

For many small business owners, financial statements can feel like a black box — numbers without enough clarity to tell the story of your business. With our AI Copilot, that changes.

For example, every line item in reports like your your Income Statement now has a direct link to open the AI Copilot, where you can:

• Get instant answers to financial questions. Curious about a specific line item? Simply ask the Copilot questions like, “What is Unapplied Cash Payment Income?” and get clear, concise explanations.
• Discover key financial trends. The Copilot can analyze patterns and answer questions like, “How has my Cost of Goods Sold and Cash changed over the past few months?”
• Uncover the relationships between financial levers. Understand how different expenses impact your bottom line with insights like, “What impact does Advertising and Selling Expense have on my business?”
• Stay ahead of important changes. Instantly surface shifts in your business, such as “How has my advertising spend changed over the past few months, and what impact did it have?”

AI-Powered Clarity for Every Business Owner

Entrepreneurs don’t need to be financial experts to run a successful business, but they do need the right tools. myPocketCFO’s AI Copilot acts as a digital financial advisor, eliminating guesswork and bringing clarity to complex financial data.

Whether you’re trying to optimize your cash flow, track profitability, or make working capital decisions, the AI Copilot provides insights tailored to your business.

See It in Action

We’ve put together a quick video showcasing the AI Copilot in action. Check it out here to see how it can help you make smarter, faster financial decisions:

Try It Now by Starting Your Free Trial

This AI-driven feature is now available to all myPocketCFO users. If you’re already using myPocketCFO, log in and start exploring insights today. If you haven’t signed up yet, now’s the perfect time to take control of your finances with a smarter, AI-powered approach.

Start your free trial now and experience the future of financial management.