NexGen Pocket
Your money. Clearer every day.
Included for clients with active access
NexGen PocketYour money. Clearer every day.
Upload a statement, organize your transactions, and understand how your money moves. Review activity by month, focus on personal spending, and ask the assistant about your finances.
A place for every expense
Organize spending into categories such as housing, shopping, or transportation. Keep personal activity, business activity, and transfers distinct.
Your month at a glance
See money in, money out, and net cash flow by month. Switch between all your activity and your personal view.
Your reports, ready
Export your filtered transactions to CSV. Download a PDF or CSV business report with confirmed income and expenses.
Ask about your money
Ask your assistant about personal spending, recurring payments, and transactions awaiting review, using your saved data.
How to access
Log in with the same email and password as the community. The team activates NexGen Pocket from your client account.
Request activationBefore you start
Import text-based Chase Business PDFs or CSV files using our template. Transactions must reconcile with the balances before they are saved. The included version supports up to 50 documents, 100 MB, and 10,000 transactions per account. Use the CSV template for other banks. The business report depends on the classifications you confirm.