Add PocketSmith to your AI agent
PocketSmith is a personal finance platform for tracking accounts and transactions, managing budgets, and forecasting financial outcomes.
- Things your agent can do in PocketSmith
- 14
Things your AI can do in PocketSmith
Your FormWise AI can handle any of these in PocketSmith — on its own, without you needing to click a button.
Create Category
Create one category for a PocketSmith user with optional hierarchy and budgeting behavior.
Create Transaction
Create one transaction in a specified transaction account and return the created financial record.
Get Budget
Return a PocketSmith user's current category-level actual and forecast budget analysis. During probing, this read coincided with forecast cache access/update timestamps changing to the call timestamp and the forecast start date also changing; PocketSmith may therefore refresh derived forecast-cache metadata while serving it, although the probe did not establish that every call does so.
Get Budget Summary
Analyze the user's combined income and expense budget over a required date range and period interval.
Get Current User
Return the PocketSmith user authorized by the connected developer key, including the user ID needed by user-scoped tools.
Get Transaction
Return one PocketSmith transaction by ID with its amount, date, payee, category, labels, and review state.
List Accounts
Return all financial accounts belonging to a PocketSmith user, including account, primary transaction-account, and scenario IDs.
List Categories
Return all categories belonging to a PocketSmith user, including hierarchy and budgeting flags.
List Transaction Accounts
Return the transaction accounts belonging to a PocketSmith user, including IDs and balances needed to create and query transactions.
List Transactions
Return one page of a user's transactions with optional date, state, type, and keyword filters, plus a cursor for the next page.
Update Account
Update selected metadata on one financial account without deleting it or changing transaction-account balances.
Update Category
Update selected hierarchy, display, and budgeting fields on one category without deleting it.
Show 2 more things it can do
Update Transaction
Update selected fields on one existing transaction without deleting or splitting it.
Update Transactions
Update 1-20 distinct transactions sequentially. The operation is not atomic: successful updates are not rolled back, each item has an explicit outcome, and processing stops after an authentication, permission, rate-limit, server, unexpected-response, or ambiguous transport failure.
Built for the way you actually work
No code, no engineers
Connect in a few clicks and start using your AI right away. If you can use the apps you already love, you can do this.
Sounds like you, not like a bot
Train your AI on your offer, your voice, and the way you actually talk to clients — it picks up where you leave off.
Plugs into the stack you already use
No need to rip out your CRM, your scheduler, or your email tool. Your AI works inside the apps running your business today.
Your data stays yours
Client conversations, lists, and credentials are scoped to your workspace. Nothing gets shared, sold, or used to train anyone else’s AI.
What you can do once PocketSmith is connected
Onboard new clients without lifting a finger
When someone signs up, your AI greets them, sets up their next step in PocketSmith, and keeps the momentum going — even at 2am.
Reply to leads in seconds, not days
Your AI watches PocketSmith for new inquiries, answers questions in your voice, and books the call before they cool off.
Get your weekends back
Hand off the repetitive PocketSmith work — follow-ups, reminders, updates, simple admin — and stop being the bottleneck in your own business.
How to connect PocketSmith to your agent
- 1
Start using FormWise for free
Sign up in under a minute.
- 2
Find PocketSmith in your connected apps
Inside FormWise, go to Settings → Connected Services and look for PocketSmith.
- 3
Hit "Connect"
Click "Connect PocketSmith" and log in like you normally would. We only ask for the permissions your AI actually needs.
- 4
Tell your AI what to do in PocketSmith
Build a quick AI Agent (it's like writing instructions, not code), and pick the PocketSmith actions you want your AI to handle.
- 5
Watch it run
Send it a real-world task and watch your AI take care of PocketSmith for you. Tweak the wording until it feels just right.
Powered by the AI you already trust
Your PocketSmith workflow runs on the same world-class AI used by ChatGPT, Claude, and Gemini. We handle the technical part — you just tell your AI what to do, in plain English.
- OpenAI
- Anthropic Claude
- Google Gemini
Questions other PocketSmith users had before signing up
Do I need to know how to code?
Not even a little. If you can use PocketSmith today, you can set this up. You'll connect PocketSmith, tell your AI what it should help with, and you're live. The whole thing is built for coaches, course creators, agencies, and operators — not engineers.
Will my clients know they're talking to an AI?
Only if you want them to. Your FormWise AI is trained on your voice, your offer, and the way you actually communicate — so it sounds like a thoughtful team member, not a clunky chatbot. Most people can't tell.
Can I make it sound like me?
Yes. You can give your AI examples of how you write, the questions you usually ask new clients, the way you handle objections, and the language you use about your offer. The more you give it, the more it sounds like you wrote it.
What if I want to take over a conversation?
You're always in control. You can step in at any point, take over from your AI, or stop it from sending messages until you've reviewed them. Think of it as a teammate, not a replacement.
Is my client data safe?
Yes. Your PocketSmith login and client information stay scoped to your workspace. We don't sell it, we don't share it, and we don't use your data to train anyone else's AI. You can disconnect PocketSmith or delete everything any time.
What happens when PocketSmith updates their app?
We handle it. When PocketSmith adds new features or changes how something works, we update the integration in the background. You don't have to do anything — your AI just keeps working.
How fast can I actually get this running?
Most people are up and running the same day they sign up. Connecting PocketSmith takes a few minutes. Teaching your AI to handle the work the way you'd want it done is the part worth slowing down for.
What is FormWise?
FormWise is the AI agent builder for coaches, course creators, and agencies. You connect the apps you already use — like PocketSmith — train your AI on your offer and voice, and let it handle the work you've been doing manually: onboarding, follow-ups, support, admin. No code, no developers, no engineering team required.
Can I sell AI agents to my clients?
Yes. A lot of FormWise users build AI assistants and sell them as part of their offer — done-for-you AI setups, white-label assistants for client businesses, custom GPTs trained on a client's brand. You can charge a setup fee, a monthly retainer, or both.
Can I embed my AI on my website or in my course?
Yes. Every AI you build in FormWise can be embedded on your site, dropped into your course platform, or shared as a standalone link. Your clients and students just open it like any other web page — no app to download, no login hoops.
Do I need to know anything about AI to use this?
No. If you can describe what you want your AI to do in plain English — "greet new clients, ask these 3 questions, book them a call" — FormWise can build it. We handle the models, the prompts, the connections. You handle the part you already know: what your business actually needs.
About PocketSmith on FormWise
PocketSmith is a personal finance platform for tracking accounts and transactions, managing budgets, and forecasting financial outcomes.
Connect PocketSmith once and your FormWise AI gets 14 things it can do inside it. That means your AI can handle the PocketSmith work in your business — the messages, the updates, the follow-ups, the admin — the way you would, just faster and around the clock.
You don't need to know how any of it works under the hood. We take care of keeping the connection alive, retrying if something fails, and making sure your data only ever moves where you tell it to.
New to PocketSmith? Take a look at www.pocketsmith.com.
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Stop doing the PocketSmith work yourself
Hand it off to an AI assistant that sounds like you, works around the clock, and never forgets a follow-up. Free to start.