Use PocketSmith with Bluedeer's AI assistant

Review transactions, budgets and forecasts.

What the assistant can do with PocketSmith

Review transactions, budgets and forecasts.

Ask in plain words in any chat. When a request needs PocketSmith, the assistant uses it for you, and its actions ask for your approval until you choose which can run on their own.

How to connect PocketSmith

Open Customization, then the Connectors tab.
In Popular connectors, find PocketSmith and select Connect.
Sign in with your own PocketSmith account on its page and approve. There is nothing to paste.
Each person in the workspace connects their own PocketSmith account the first time they use it. Only you can use the connectors you add.