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Pocketsmith

pocketsmith.com

Pocketsmith - api

The PocketSmith API provides a comprehensive set of operations for managing user data, including categories, events, transactions, accounts, institutions, budgets, attachments, and more. Users can retrieve, update, create, and delete various resources such as categories, transactions, accounts, and institutions. Unique features include budget analysis, trend analysis, and the ability to manage attachments and rules for categorizing transactions.

Personal Finance

Investment Management

Financial Planning

Accounting

Wealth Management

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Personas

Empower your financial analysis process with our AI assistant that can swiftly analyze complex financial data, forecast future trends, and provide valuable insights for strategic planning. Stay ahead of the curve with accurate predictions and data-driven decisions.

Use cases

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Unlock Insights with Advanced Financial Data Analysis

Chat examples

Can you analyze the financial data for Q3 and provide insights for our upcoming strategic planning meeting?
I've analyzed the financial data for Q3, identified key trends, and generated insights to guide your strategic planning. Here are the top trends and recommendations based on the data analysis.

Simplify regulatory compliance monitoring with our AI assistant that efficiently tracks financial reporting requirements, aids in budgeting processes, and ensures adherence to industry regulations. Stay compliant and focused on strategic financial operations.

Use cases

Chat examples

Can you provide an overview of our current compliance status and highlight any areas that need immediate attention?
I've conducted a comprehensive review of our compliance status, identified areas needing attention, and generated a compliance report. Here are the key findings and recommendations to address any compliance gaps.

Elevate your credit risk assessment process with our AI assistant that analyzes credit data, evaluates financial statements, and provides in-depth risk analysis to support informed lending decisions. Mitigate risks and optimize credit decisions.

Use cases

Chat examples

Can you evaluate the credit risk associated with extending a loan to Company X based on their financial statements?
I've analyzed Company X's financial statements, assessed the credit risk involved, and generated a detailed risk analysis report. Here are the key findings and recommendations to guide your credit decision.

Optimize your financial record audit process with our AI assistant that meticulously examines and verifies financial records for accuracy and compliance with industry standards. Enhance audit efficiency and ensure data integrity.

Use cases

Chat examples

Can you verify the accuracy of the financial records for the fiscal year 2021 and highlight any discrepancies found?
I've audited the financial records for the fiscal year 2021, verified their accuracy, and identified discrepancies for further review. Here is a detailed audit report outlining the findings and recommended actions.

Transforming user intents to actions with a genie touch