Pocket20’s dealer- and agent-facing platform is now live, offering 20 Group-level insights on a monthly basis by using financial statements to create a dollarized action plan with items ranked by their impact on the dealer’s bottom line.

Pocket20 allows users to upload monthly financials to a brand- and format-agnostic portal. Every line is benchmarked and analyzed, contributing data to a “full set” of operator-facing tools, including forecasting, statement grading, pay plans, trends and group rollups, according to a release.

“Every dealer I know is sitting on a monthly statement full of money they can’t see,” writes co-founder Korey Pulluaim. “A 20-group meets a few times a year. The statement comes every month. Pocket20 reads it the way the best operator you’ve ever worked for would read it — and it doesn’t quit until you’re standing on the root cause. That’s the difference between information and a plan.”

Executives say Pocket20 offers dealer agents a reporting and F&I tool that complements, rather than competes with, the systems they already use.

“Instead of showing up with the same numbers everyone else has, an agent can put a ranked, dollarized action plan in the dealer’s hands every month, become the person who helps them find money, and deepen the relationship that protects their book of business,” the release states.

Read more at Pocket20