Manage your personal finances with PocketSmith,
and easily send expense claims to Xero

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Time machine for your money

PocketSmith is personal finance software with cash flow forecasts.
Understand your money and its potential. Start saving today.

Automatic Live Bank Feeds

Just like Xero. Save time and connect your personal accounts from multiple institutions to easily see where your money is going.

Send expenses with ease

Click on any transaction to see a 'Send to Xero' option. Enter a description, reference and account code, then click 'Send'. See instructions.

Advisor access

Invite another PocketSmith user - be it an advisor, friend or family member - to access and manage your account.

Easy cashflow forecasts

Create cash projections with ease with using our calendar view. PocketSmith does the heavy lifting and calculations for you.

Track your Net Worth

Keep track of what you own, and what you owe. Add property, mortgages, vehicles, loans and more.

Personal Income & Expense

See a report on how much you've earned and spent in a specified time frame. See earning and spending totals by category, separated into income and expense.

Ready to bring PocketSmith and Xero together?