Automate PocketSmith with AI agents
PocketSmith is a personal finance platform for tracking accounts and transactions, managing budgets, and forecasting financial outcomes.
AccountingYour own API key
What you can ask your agent
- “Every Monday, gather what's new in PocketSmith and email me a short summary.”
- “When something important happens in PocketSmith, notify my team on Slack.”
- “Ask my agent in plain words to do anything PocketSmith allows, once or on schedule.”
Your agent connects PocketSmith with your own API key, entered on a secure page, only for the agent you choose, and asks before sending, posting or deleting anything.
Automate PocketSmith free for 7 daysHow it works
- STEP 1Tell your agent what to do with PocketSmith, in plain words.
- STEP 2Connect PocketSmith (and any other app it needs) in a click.
- STEP 3Approve the routine: it runs on schedule, with a history of every run.