PocketSmith
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!
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.
Getting started
Getting started is easy. Sign up for PocketSmith and link your personal accounts. Connect your PocketSmith account to Xero. A 'Send to Xero' button will appear for all your transactions. For more information, please refer to the guide linked below.
