PocketSmith

Bills + Expenses , Other

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

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

View integration details

About 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!

Explore all Features of PocketSmith

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.

Explore how to setup PocketSmith

Summary


Developer

PocketSmith

Added on

10/01/2016

Integration details


Xero

Countries

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

Languages

English

Categories


Want PocketSmith but don't have Xero yet?

Try Xero for free 

Want to feature your app here?