Your money has a lot going on.
BASE sorts it out.
Pocket BASE brings your banking, admin, spending and earnings together in one place, so you always know where you stand.
- Encrypted in transit and at rest
- No lock-in contracts
- Cancel anytime
Good morning 👋
Here's your BASE snapshot.
Sorted by BASE
Need your help
3 just need your help.
Your Profiles
One person. Many ways of earning.
No matter how the money comes in, BASE keeps it separate and clear. A Profile isn't a bank account. One bank account can hold transactions belonging to several Profiles, and BASE sends each one to the right place.
Personal
Everyday life
Employee
PAYG income
Sole Trader
Business income
Side Hustle
Hobby income
Investment Property
Rental income
Your BASE
All in one place
How BASE works
Three steps. That's the whole job.
Money comes in
Upload a statement or bring your transactions in. Income, spending and transfers all land in one list.
1BASE sorts it
Each transaction is matched to a Profile and a category, and payments are linked back to bills, invoices and pay.
2You handle the exceptions
BASE only asks about the ones it isn't sure of. A couple of taps and you're done.
3The four questions your money should answer.
What's coming in?
$8,420this month
- Employee PAYG
- $4,200
- Sole Trader
- $2,950
- Side Hustle
- $780
- Investment Property
- $490
What's going out?
$4,070this month
- Personal
- $2,630
- Business
- $1,040
- Investments
- $400
What's coming up?
$1,286next 14 days
- Tax set-aside
- $620
- Bills
- $416
- Invoice due
- $250
You're on top of it.
Where do I stand?
You're looking good.- Business profit
- $2,110
- Tax set aside
- $620
- Goal progress
- 64%
Figures shown here are examples to demonstrate the product, not real customer data.
BASE sorted
BASE does the sorting.
You handle the exceptions.
BASE learns from your choices, so you spend less time sorting and more time living your life. When it isn't sure, it asks. That's it.
- 47 transactions came in.
- BASE sorted 44.
- You checked 3.
- Done.
Uber
-$34.80BASE thinks
Personal → Transport
Looks rightAdobe
-$32.99BASE thinks
Sole Trader → Software
Looks rightBunnings
-$147.20Where does this belong?
BASE noticed
BASE notices.
So you don't miss it.
Useful things surfaced from your own records, each one explained in plain English so you can see exactly why it came up.
Your subscriptions cost $186 this month.
Why BASE noticed this: 6 recurring payments in the last 30 days.
Your business spending is $420 higher than last month.
Why BASE noticed this: Compared against your Sole Trader Profile last month.
$630 in bills is coming up next week.
Why BASE noticed this: Three bills with due dates in the next 7 days.
Your side hustle income is growing.
Why BASE noticed this: Third month in a row that income has increased.
Ask BASE
Just ask BASE.
Ask questions about your actual money, without digging through spreadsheets or reports.
What did I spend on fuel this year?
You've spent $1,284 on fuel this financial year.
$980 sits in your Sole Trader Profile and $304 is personal.
View 23 transactionsSnap it. BASE matches it.
Receipt → bank transaction.
Invoices & quotes done simply.
Create → send → paid → BASE matches the payment.
Know what's coming up.
Bills and invoices before they're due.
Know what to put aside.
A simple estimated tax position.
Hand it to your accountant.
Clean financial information without the end of year scramble.
BASE notices.
Useful insights without searching through reports.
That's your BASE.
Banking
Know what's coming in and going out.
Admin
Invoices, bills, receipts and the financial admin you don't want to spend your day doing.
Spending
Business and personal spending, separated clearly.
Earnings
Employment, sole trader income, side hustles, property and other ways you earn.
Banking. Admin. Spending. Earnings.
Everything you need. Nothing you don't.
Accountant pack
Your accountant will thank you.
BASE keeps your financial information organised through the year, so handing it over is a single step rather than a weekend of hunting for receipts. BASE gives your accountant a clean starting point. It doesn't replace them.
Prepare accountant pack- Income
- Business expenses
- Tax information
- Receipts
- Transaction details
- Profile information
- Anything still uncategorised
Security
Built to be careful with your money information.
Encrypted
Your information is encrypted in transit and at rest.
Your data is yours
We never sell your financial information.
Two-factor available
Turn on 2FA in settings for an extra layer.
You approve changes
Nothing is saved to your records until you confirm it.
One product. One price.
Everything you need. Nothing you don't. No tiers to compare.
Pocket BASE
Your first 14 days are free.
- Up to 3 active Profiles
- Bank & Transactions
- Income and expenses
- Bills to Pay
- Tax estimates
- Reports and Accountant Pack
- Pay & Payslips for Employment Profiles
- Optional Work tools
- GST & BAS where applicable
- Goals where enabled
Need more Profiles?
Three Profiles are included because life doesn't always fit into one income stream. Need more? Add them when you need them.
- Additional Profile
- $3 / month
- 3 Profile Pack
- $7 / month
Archived Profiles do not count towards your active Profile limit, and their history stays available.
Got questions?
Pocket's got you.
Is BASE accounting software?
No. BASE is a financial home base for everyday people. It keeps your money organised in plain English, and it gives your accountant clean information when they need it.
Do I need to know anything about bookkeeping?
Not a thing. BASE sorts what it can and asks simple questions about the rest, like where a transaction belongs.
Can I use BASE for employment and business income?
Yes. Create a Profile for each way you earn: employment, sole trader, side hustle, property and personal. BASE keeps them separate and shows you the whole picture.
What if I use the same bank account for everything?
That's very common and BASE is built for it. One bank account can hold transactions belonging to several Profiles, and each line is allocated to the right one.
Can BASE help estimate my tax?
BASE gives you an estimated tax position based on the information you've recorded, so you know roughly what to put aside. It's an estimate, not tax advice or an official assessment.
Can my accountant use my BASE information?
Yes. The Accountant Pack brings your income, expenses, tax information and supporting details together in one place.
Is my financial information secure?
Your information is encrypted in transit and at rest, two-factor authentication is available, and we never sell your financial information.
Do I have to connect my bank?
No. Connecting a bank is the quickest way to bring transactions in, but it's optional.
Can I upload bank statements instead?
Yes. Upload a statement and BASE will sort it for you, then ask about anything it isn't sure of.
Can I have more than one business or income source?
Yes. Three active Profiles are included, and you can add more whenever you need them.
One person. Many ways of earning. One BASE.
Bring your money together and let BASE do the sorting.