Why you'll love PocketSmith

Most personal finance software solutions only track your expenses. We go further by helping you plan for the future. You also get detailed features that will help you record your finances just the way you want it.

Use PocketSmith to make day-to-day decisions or to plan for your retirement.

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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.

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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.

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Advisor access

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

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Easy cashflow forecasts

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

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Track your Net Worth

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

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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?
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Reviews

OUR CUSTOMER STORIES

Be productive with your money, your way

Life is interesting, and so are you.

We're a diverse bunch of people here at PocketSmith, and we all have different money attitudes and goals too. This is why we made our app really customisable.

Unlike other money management apps, we don't force you into a system, because we don't think like that either.

We're here to help you focus on what you care about.

Freedom to pick the tools that fit the job.

PocketSmith gives you control over all jobs, big and small.

All you need to do is pick and mix the features that you want in order to design a solution that works best for you.

When things change, PocketSmith will change with you. We use our deep understanding of our customer needs to deliver a rich and comprehensive experience that stands the test of time.

We're cool by association thanks to these awesome folks.

A small selection of write-ups and products we're connected to.

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