PocketSmith AI employee
A Superkind AI employee that checks transactions, reconciles payments, analyses categories, and creates budget reports in PocketSmith. You message it in Teams or Outlook, it works in PocketSmith and reports back with the result. Sensitive actions wait for your approval.
- Hosted in the EU
- GDPR data processing agreement
- Ready to start today
- Works in Teams, Slack and more
What is a PocketSmith AI employee?
A PocketSmith AI employee connects to your PocketSmith account and completes the agreed tasks there. It checks transactions and accounts, reconciles payments, analyses budgets, and creates reports. Superkind builds it with your company knowledge, your categories, and your rules, then delivers the finished result wherever your team works.
Unlike Zapier or Make, there is nothing to configure. You describe the outcome in plain English, the AI employee picks the right PocketSmith actions, chains them with your other systems, and asks for your approval before sensitive changes.
PocketSmith is a platform for accounts, transactions, budgets, cashflows, forecasts, and personal finance analysis.
You ask in Teams
Describe the financial data or report you need in plain English.
Superkind picks the actions
Selects the right PocketSmith actions and chains them together.
Superkind works in PocketSmith
Checks transactions, reconciles accounts, and creates budget reports with your real data.
Superkind reports back
Delivers the finished result to Teams or Outlook.
What can you ask Superkind to do in PocketSmith?
Messages you would actually send. Copy one, swap in your specifics, and Superkind takes it from there.
“Check every outstanding invoice in PocketSmith this week and list the amount, due date, and category.”
you, to @Superkind“Reconcile today's incoming payments against the expected income in PocketSmith and flag any discrepancies.”
you, to @Superkind“Create an August spending report by category and compare the results with the PocketSmith budget.”
you, to @Superkind“Let me know here as soon as an expected payment is missing or differs from the PocketSmith forecast.”
you, to @SuperkindHow does Superkind work with PocketSmith?
- Native integrations and connectors for 1,000+ tools
1Connect your systems
PocketSmith is connected securely with the permissions required. Teams, Outlook, and your other finance systems are added alongside it. Superkind sets up the connections and makes them available for the agreed tasks.
@Superkind please check the outstanding invoices in PocketSmith, reconcile today's payments, and create a short budget report.
On it. I am checking invoices, transactions, and budgets in PocketSmith and reconciling the payments.
2Tell Superkind what you need
Message your AI employee in Teams like a colleague. Ask for a payment reconciliation, a list of outstanding invoices, or a budget report. Superkind translates your request into the right PocketSmith actions.
- 4 outstanding invoices found
- Payments fully reconciled
- September budget report created
September budget reportWaiting for your approvalSave categories in PocketSmith?3Superkind operates, you approve
Superkind checks transactions, accounts, and forecasts in PocketSmith and reports the result in Teams. Changes to financial data or rules wait for your approval. Every step is logged.
What can Superkind do in PocketSmith?
Ask in plain English from Teams or Outlook. Superkind picks the right PocketSmith actions, completes the work, and reports back. No workflows to build.
Search transactions
Finds transactions by date range, account, category, amount, payee, label, or review status.
Get transaction
Reads the amount, payee, category, note, labels, and date of a transaction.
Create transaction
Creates a transaction in a transaction account with amount, date, payee, and category.
Update transaction
Changes the payee, category, labels, note, or splits of a transaction.
Delete transaction
Permanently removes a transaction from its transaction account.
List accounts
Lists PocketSmith accounts with balances, institutions, transaction accounts, and scenarios.
Get account details
Reads the balance, currency, and child transaction accounts of an account.
Check transaction accounts
Shows transaction accounts with current balance, status, and parent account.
List institutions
Lists the banks and financial providers stored in PocketSmith.
Check bank feed status
Checks connection status, provider, and latest refresh of PocketSmith bank feeds.
List categories
Shows the PocketSmith category hierarchy with parent categories, colours, and budget settings.
Get category
Reads a category's title, parent, colour, transfer status, and budget settings.
Create category
Creates a new category with a title, colour, and optional parent category.
Create category rule
Creates a rule that automatically assigns matching transactions to a category.
Check uncategorised transactions
Finds transactions without a category or with a needs review status.
Get budget
Reads actuals, forecasts, and budgeted values for every budgeted category.
Create budget summary
Summarises income and expenses across a selected date range.
List forecast events
Lists one-off and recurring budget events from a PocketSmith scenario.
Create forecast event
Creates a one-off or recurring budget event in a scenario.
Check budget variance
Compares actual income and spending with forecast values by category.
Create trend analysis
Analyses spending or income by categories, scenarios, and date range.
Analyse cashflow
Creates a monthly cashflow view from PocketSmith accounts and transactions.
Analyse net worth
Summarises assets, liabilities, and the development of net worth.
Reconcile payments
Compares incoming payments with expected income and flags discrepancies.
List attachments
Shows receipts and documents linked to transactions in PocketSmith.
Get saved searches
Lists saved transaction filters with their search criteria.
Superkind uses PocketSmith together with your other systems
Ask for outcomes that span tools. The AI employee cross-references PocketSmith data with accounting, spreadsheets, and email, then delivers one finished result.
Superkind AI employees that work with PocketSmith
Every role brings its own expertise and uses PocketSmith as one of its tools.
Companies working with Superkind
Frequently asked questions
Everything you need to know about your AI employee for PocketSmith.
Yes. Superkind connects the AI employee to PocketSmith through a managed connector. Your team can then check transactions, review accounts, reconcile payments, and request budget reports from Microsoft Teams or Outlook. There is no workflow builder and no custom code. Access stays limited to the agreed PocketSmith tasks and permissions.
We set up the connection together with you. An authorised user signs in to PocketSmith and confirms only the access the AI employee needs for your tasks. We then test the connection with real, controlled examples from Teams. Credentials are never shared in chat, and access can be revoked again.
The AI employee can search and check transactions, monitor accounts and bank feeds, analyse categories, compare budgets with actuals, and review forecast events. It also creates trend, cashflow, and net worth reports. Write actions such as new transactions, categories, or budget events only run within the agreed scope and with the required approval.
No. With Zapier or Make, you define and maintain triggers, filters, and individual steps. With the PocketSmith AI employee, you describe the outcome in plain English. Superkind picks the right actions itself, connects PocketSmith with Outlook, DATEV, or Excel when needed, and asks when information is missing or a request is ambiguous.
Only with your approval. The AI employee can independently read, search, compare, and create reports within its permissions. If it needs to create, change, or delete a transaction, category, rule, or forecast event, it waits for confirmation from a responsible person. Your team defines which PocketSmith actions are sensitive in advance.
Superkind is hosted in the EU and signs a GDPR data processing agreement with you. The AI employee receives only the minimum PocketSmith permissions required. Your data is not used to train models. Access can be revoked, and every completed step is logged so your team can trace changes and approvals.
PocketSmith paid plans publicly start at about 10 US dollars per user per month with annual billing. Zapier starts at about 20 euros per month and Make at about 10 euros per month, both plus setup and maintenance time. Superkind is priced per use case, a fraction of a full-time hire, and completes work across several systems.