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PocketSmith

Delegmate for PocketSmith

An AI teammate that works in PocketSmith

An AI teammate with its own Google Workspace account. Connect PocketSmith and it works there as part of the job, alongside its email, calendar and docs, within the rules you set.

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About PocketSmith

PocketSmith is a personal finance platform for tracking accounts and transactions, managing budgets, and forecasting financial outcomes.

What it does in PocketSmith

  • Checks PocketSmith for unpaid invoices and chases them
  • Reconciles payments against what was expected
  • Answers billing questions with the facts
  • Builds the weekly numbers report

How it works

  1. 1

    Add a teammate

    It gets its own account in your Google Workspace, with its own email, calendar and Drive.

  2. 2

    Connect PocketSmith

    From its Apps tab with your API key, with the PocketSmith account your team chooses. Or just ask it, and it sends you the link.

  3. 3

    Hand it the work

    Email it, message it in Chat or Slack, or mention it in a doc. It asks before anything that matters.

Works with it ingmailcalendarmeetdocssheetsdrive

Built for

Operations & FinanceProfessional services

Questions

How does it connect to PocketSmith?

With a PocketSmith API key, pasted once on the teammate's Apps tab, or just ask it and it sends you the link. It connects with the PocketSmith account your team chooses, and each teammate has its own connections, so you decide exactly what each one can reach.

What does it do in PocketSmith without asking?

The everyday work it is there for: reading, updating and keeping things current. It asks first before contacting someone new, spending money, or anything that can't be undone, and every step is in its activity log.

Does it need its own PocketSmith seat?

No. It works through the connection your team sets up, so there is no extra PocketSmith seat to buy for it.

Is Delegmate made by PocketSmith?

No. Delegmate is independent and is not affiliated with or endorsed by PocketSmith. PocketSmith is a trademark of its owner.

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Add your first teammate today

Sign in with your Google Workspace admin account. It takes a couple of minutes.

Get startedSee pricing

PocketSmith is a trademark of its owner. Delegmate is not affiliated with or endorsed by PocketSmith.