Use PocketSmith with Bluedeer's AI assistant

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

1. An owner or admin of the workspace opens Customization, then the Connectors tab.
2. In Popular connectors, find PocketSmith and select Connect.
3. Sign in on PocketSmith's own page and approve. There is nothing to paste.
4. Everyone in the workspace can now ask the assistant to use PocketSmith.

Plans

Pro, Premium and Max for your personal workspace, and every shared workspace.

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