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PocketSmith

Manage your personal finances with automatic Live Bank Feeds and powerful cashflow forecasting. Feature-rich. Send receipts directly to Xero.

PocketSmith is online accounting software for your personal finances. See all your bank, credit card and loan accounts in one place with automatic Live Bank Feeds, just like Xero. Categorise and annotate your spending with notes and pictures, track budgets, create cash forecasts and more!

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PocketSmith + Xero

If you are an account manager, an employee who needs to be reimbursed for a work expense, or a business owner who uses personal bank cards for work purchases, then this feature is just for you! PocketSmith makes it easy to send expense claims to Xero. Link your company's Xero account to your PocketSmith account, then send any transaction from your personal accounts into Xero as a receipt. Claims await review and approval in Xero - no manual entry required.

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Made by PocketSmith
Added in 2016

Countries

Australia, Canada, Global, Hong Kong, Indonesia, Malaysia, New Zealand, Philippines, Singapore, South Africa, United Kingdom, United States

Languages

English

Support

Setup walkthroughIntegration walkthrough

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