How accurate is the auto-categorization?

Most teams see 90%+ accuracy from the first batch. The AI learns from your corrections, so accuracy improves over time. Uncertain transactions are flagged for review rather than guessed.

Can this help with tax prep?

Yes. Cole surfaces deductible expenses, organizes transactions by tax category, and generates reports your accountant can use directly - saving hours of back-and-forth at tax time.

Does it support multiple currencies?

Yes. Multi-currency transactions are tracked at the original rate and converted using daily exchange rates for consolidated reporting.

Which accounting tools does it integrate with?

Pocodot connects with QuickBooks, Xero, Google Sheets, and CSV imports. We're adding more integrations regularly based on user requests.

Is my financial data secure?

Absolutely. All data is encrypted in transit and at rest. We never share your financial data with third parties, and you can delete your data at any time.

Can I customize the chart of accounts?

Yes. Import your existing chart of accounts or let Cole auto-detect categories from your data. You can add, merge, or rename categories at any time.

How long does setup take?

Most founders connect their first account and see categorized transactions within 15 minutes. Full month-end reporting is typically running within an hour.

AI-powered bookkeeping, zero spreadsheets

Books that balance themselves.

AI agents categorize expenses, reconcile accounts, prep monthly P&L summaries, and flag anomalies - so you skip the spreadsheet grind.

Chat with Cole on

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Cole · Pocodot

online

Cole, categorize this month's transactions and flag anything unusual.

9:00 AM

342 transactions categorized ✅ 97% auto-matched. 3 flagged: duplicate $1,200 charge from AWS, $800 uncategorized vendor, and a ₹45K payment with no invoice match.

9:03 AM

The AWS duplicate is a mistake. Categorize the $800 as 'Software'. Pull this month's P&L.

9:04 AM

Updated. P&L summary: Revenue $82K, COGS $24K, OpEx $41K, Net $17K. Burn rate stable. Full report attached.

9:05 AM

90% of expenses auto-categorized

Month-end close in hours, not days

Zero missed deductions

Google★★★★★4.9

Trustpilot★★★★★4.9

The daily grind

Sound familiar?

You're manually categorizing hundreds of transactions every month in a spreadsheet

Finance teams spend 10+ hours/month on manual categorization

Month-end close takes days of reconciling bank feeds, invoices, and receipts

Average month-end close takes 6-8 business days

You're missing tax deductions because receipts get lost and categories slip through the cracks

Small businesses miss $5,000-$20,000 in deductions annually

No real-time visibility into cash flow - you find out about problems weeks after they start

60% of startup failures cite cash flow issues

What Cole does for you

Six superpowers, one chat thread.

90%+ accuracy

Auto-categorization

AI learns your patterns and categorizes expenses automatically. Gets smarter every month.

Instant flags

Anomaly detection

Duplicate charges, missing invoices, and unusual spikes surfaced before they compound.

One click

Monthly P&L summaries

Revenue, expenses, and margins formatted and ready for your accountant or investors.

Real-time

Cash flow visibility

Live burn rate, runway projections, and expense breakdowns - always current.

Zero missed

Tax-ready categorization

Every deductible expense surfaced and properly categorized for tax time.

Global

Multi-currency support

Transactions tracked at original rates with daily conversion for consolidated reporting.

How it works

Connect your accounts

Link bank feeds, invoices, and expense tools. Cole syncs transactions in real-time and applies your chart of accounts - or creates one from your data.

AI auto-categorizes everything

Each transaction is classified using learned patterns. Cole gets smarter over time - flagging uncertain items for your review instead of guessing.

Monthly summaries & anomaly alerts

At month-end, Cole generates P&L summaries, cash flow snapshots, and expense breakdowns. Anomalies - duplicate charges, unusual spikes, missed invoices - surface automatically.

The numbers speak

90%+

auto-categorized

from day one

Hours

not days for month-end

close cycle

$5-20K

in found deductions

annually

100+

languages supported

globally

What people are saying

"Month-end close went from 6 days to 4 hours. My accountant thinks I hired a bookkeeper."

Maya Patel

Founder, E-commerce

"Cole found $8K in deductions I was missing. It literally pays for itself 100× over."

Jason Li

Freelance Consultant

"The anomaly detection caught a vendor double-billing us $4,200. That one catch covered a year of Pocodot."

Anna Svensson

CFO, Startup

Frequently asked questions

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