PocketSmith for your voice agent

PocketSmith is a personal finance platform for accounts, transactions, budgets, and cash-flow forecasts. Use it to understand spending, plan ahead, and make better money decisions.

Get startedAll integrations

Call 1800 570 693 to talk to the demo agent. Plans start at A$49 a month.

The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.

Integration record

Status
Available
Plan
Every plan, from Starter at A$49 a month
How it connects
With an API key. You create a key in PocketSmith and paste it on a secure page in Connected apps.
What it reads
8 actions, such as get Budget, get Budget Summary and get Current User.
What it changes
6 actions, such as create Category, create Transaction and update Account.
What starts an action
The agent runs an action during a call or chat when the conversation needs it. It only runs the actions you switch on.
Custom work
You choose each action from its list of 14. Anything the list doesn't cover needs a custom API tool on Scale, or a Concierge build.
Checked
Action list checked 14 November 2026. We haven't tested each action.

PocketSmith actions

Reads 8

  • Get Budget
  • Get Budget Summary
  • Get Current User
  • Get Transaction
  • List Accounts
  • List Categories
  • List Transaction Accounts
  • List Transactions

Changes 6

  • Create Category
  • Create Transaction
  • Update Account
  • Update Category
  • Update Transaction
  • Update Transactions

PocketSmith setup

  1. Pasting a PocketSmith API key

    Create an API key in PocketSmith, choose PocketSmith in Connected apps and paste the key on the secure page.

  2. Choosing the actions

    Choose which of the 14 actions the agent may use. Start with lookups and add the ones that change PocketSmith when you're ready.

  3. Testing, then publishing

    Watch the agent use the live app in the browser tester, then publish. Voice and text agents share the connection.

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