01
Follow the money that landed
See business income from deposits that actually cleared, with the payer identified when the bank provides it.
For entrepreneurs
Work for yourself.
Plan for your life.
Client payments, business expenses, and life at home all draw on your money. Follow what comes in, organize what goes out, and keep both sides in view.
No credit card needed. Start where you are.
Work. Life. Connected.Make room for your next idea.
One place for both sides of your life
Business and personal.
Connected, with a clear distinction.
Your income and expenses live in the same financial picture. Business and client tags give each transaction the context it needs.
02
Put each transaction in context
Use business and client tags to distinguish the work activity inside your everyday finances.
03
Keep deductions in view
Track business spending by deduction type as the year unfolds, instead of piecing it together later.
For founders and operators
One ledger.
Two labels.
Pockit Book does not keep a separate set of books for each company you own. Personal and business live in one canonical record, separated by a tag on the transaction.
That is the point, not a compromise. Your own money and your business’s money move through the same accounts and the same decisions. A distribution is a business outflow and a personal inflow on the same afternoon. Two sets of books have to be reconciled to each other before anyone can answer a question. One set with tags on it never disagrees with itself.
Business tagClient tagDeduction typeConfirm queue
One canonical ledger41,208transactions
- Tagged business612Revenue, deductions and the quarterly estimate read these rows.
- Personal40,596The household budget, goals and net worth read these.
Know what came in, and where it came from
Client payments.
A clearer view of your work.
Get perspective on your business deposits and the clients behind them. When a transaction needs clarification, review it before deciding how it should count.
- Income recognized from cleared deposits
- Client context from bank descriptions
- A review queue for transactions that need a decision
For freelancers, contractors, and independent businesses
Your income has a rhythm.
Your plan should understand it.
Keep the payments, paperwork, and quieter months in view, alongside the household your work supports. See how client payments fit around everyday costs and savings commitments.
Invoices & client details
Organize invoice records, due dates, payment status, and the clients behind the work. See what is outstanding or overdue.
Reports you can work with
Export transaction, budget, profit-and-loss, and deduction data by period for your own records or a conversation with your accountant.
The whole picture, through the year
Know what you earned.
Plan for what you owe.
Business profit and a paycheck aren’t the same thing. Keep wages, self-employment income, and deductible expenses in context when you explore your tax estimates.
- Business and personal activity in one record
- Deductible spending organized as it happens
- Quarterly estimates based on your financial inputs
Tax estimates are planning tools and depend on complete, accurate inputs.
The quarterly calendar
Four dates a year.
Never a surprise.
If some of your income arrives without withholding, these are the days that matter. Pockit Book works out the liability as it accrues and tells you what is due, and when.
- Q1Settled
April 15
January to March earnings
$8,140Paid in full - Q2Settled
June 15
April to May earnings
$8,905Paid in full - Q3Due next
September 15
June to August earnings
$9,523$7,047 reserved - Q4Ahead
January 15
September to December earnings
Not yet setEstimated as the quarter fills
Pockit Book reminds you 30, 14 and 7 days out, with the estimate attached. Where a deadline falls on a weekend or a federal holiday it moves to the next business day.
Estimates are planning tools built from the inputs you provide. They are not a substitute for filing a return or for advice about your own situation.
Capabilities
Your work, in focus.
Your next step, clearer.
See what came in
Follow cleared payments and the clients behind them.
Keep work spending clear
Organize transactions with business tags and track deductions as you go.
Look ahead to tax time
Bring income and deductions into your quarterly estimates.
Separate company books, company-level runway, equity tracking, and entity-level statements aren’t included.
Built for the way you work
Clear answers.
Before you get started.
How does it recognize business income?
Business income is identified from deposits in your connected accounts. Payer information comes from bank descriptions, and transactions that need clarification can be reviewed before they are classified.
Can it help with quarterly tax planning?
Pro includes tax planning and estimates using financial inputs such as wages, self-employment profit, and deductible expenses. Estimates help with planning; they are not a substitute for filing a tax return or getting advice for your specific situation.
Can I use it for household spending, too?
Yes. Your household spending, budget, savings goals, and business activity live in the same financial picture, with tags that help distinguish them.
A clearer picture starts here
See what your hard work makes possible.
Bring the client payments, the everyday spending, and your next big goal into one place.
Start freeFree plan. No credit card needed.
