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

Personas

Financial Analyst
Financial Analyst
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
Chat examples

Controller
Controller
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

Credit Analyst
Credit Analyst
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

Auditor
Auditor
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
Transforming user intents to actions with a genie touch