PocketSmith Complete Access
Manage personal finances
PocketSmith is a leading personal finance software, trusted by over 380,000 users in 190 countries. We help Household CFOs around the world take control of their money and achieve their financial goals. With powerful forecasting, multi-currency support, and flexible budgeting tools, PocketSmith offers a highly customizable approach to money management. This connector lets ChatGPT have full secure access to your PocketSmith data, so that you can work with your finances in plain language. Understand your money: search, filter and categorize your transactions in plain language. Investigate patterns across all your accounts, check balances, and review your categories, labels and saved searches. Go beyond "what did I spend?": uncover unusual merchant and timing patterns, see what your spending reveals about your priorities and turn years of financial data into answers, stories and decisions that feel relevant to your life. Get answers to questions like: "why does my cash flow dip next month?", "what changed our net worth most this year?" and "what does our spending suggest we valued, and which choices bought us the most joy, ease or security?" Keep your budget in check: review budget performance, analyze spending trends across periods, find recurring expenses, plus access monthly reviews and financial health snapshots. Plan ahead: use PocketSmith's forecasting engine to predict future cashflow and net worth, and manage the budget events that map out your future. Keep things tidy: categorize your transactions, create new category rules, manage files and sync bank feeds. Seamlessly jump to PocketSmith: describe the report you need to see in PocketSmith, and you'll get a deep link to that exact report in PocketSmith. ChatGPT connects to PocketSmith via OAuth - when you connect, you sign in with PocketSmith and can revoke access any time. A read-only version of this connector is also available, if you don't want Claude to ever modify your data.
Приложение
PocketSmith Complete Access
Информация
- Разработчик
- PocketSmith
- Категория
- Finance
- Версия
- 1.0.0
При подключении к PocketSmith Complete Access ChatGPT может передавать этому приложению релевантные чаты и данные Памяти, чтобы учитывать контекст ваших запросов. Использование этих данных в PocketSmith Complete Access регулируется его условиями и политикой конфиденциальности. Если у вас включена Память, данные из приложения могут использоваться, чтобы проактивно предоставлять полезную информацию или рекомендации. ChatGPT всегда соблюдает ваши настройки использования данных для обучения, в том числе данных из подключенных приложений. Использование приложений может быть связано с повышенным риском. Вы можете в любой момент управлять своими предпочтениями или отключиться от приложений в настройках. Узнать больше