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Ask your phone agent about budgets and balances, straight from PocketSmith.

PocketSmith holds your accounts, transactions and budgets. With PocketSmith connected to AgentCalls, your agent can read live budget status, look up a transaction, check account balances, and log a new transaction or category while it is on the phone. Callers get accurate answers from your books, and your records stay up to date without anyone opening the app.

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What your agent can do with PocketSmith

  • Look up the current budget position for a category, with actuals and forecast
  • Summarize combined income and expenses over a date range you choose
  • Find a transaction by ID and read back its amount, date, payee and category
  • List accounts and categories so the agent can answer questions about them
  • Record a new transaction or category during the call

PocketSmith exposes 14 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Client asks about their monthly budget

  1. Caller

    Hi, this is Laura Mendes. How much do I have left in my dining budget this month?

  2. Agent

    Hi Laura. Let me check that for you. You have spent 412 pounds of your 500 pound dining budget so far, so 88 pounds remain.

  3. Caller

    Good. Will I go over by the end of the month?

  4. Agent

    Based on the current forecast you should finish about 30 pounds under budget, unless a large charge comes in.

Bookkeeper checks a payment

  1. Caller

    I need to confirm transaction 88214. Was the supplier payment received?

  2. Agent

    Yes. Transaction 88214 is a 1,250 dollar payment to Harbor Supply Co, dated March 3, filed under Materials.

  3. Caller

    Perfect, thanks. Can you add a new category called Equipment Repairs?

  4. Agent

    Done. Equipment Repairs is now in your category list, ready for future transactions.

Owner logs a cash sale after hours

  1. Caller

    It's Tom from the bakery. I took 186 dollars in cash today from the farmers market stall.

  2. Agent

    Got it, Tom. What date was that sale?

  3. Caller

    Today, the 14th. Please log it as income.

  4. Agent

    Recorded. A 186 dollar cash income transaction dated the 14th is now in your cash account.

How to connect PocketSmith

  1. 1

    Create your agent

    Sign up to AgentCalls, pick an English or Arabic voice and write what the agent should know and do in plain language.

  2. 2

    Connect PocketSmith

    From Integrations in the dashboard, choose PocketSmith and enter the connection details from your PocketSmith account settings.

  3. 3

    Choose the actions

    In the agent editor, enable the PocketSmith actions the agent may use and set each to run during the call or afterwards. Then test it from your browser.

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Questions, answered.

Does this work during the call or after it?

Both. Your agent can read budgets and transactions and record new ones while the caller is on the line. You can also review every change in your PocketSmith account afterward.

What do I need to connect PocketSmith?

A PocketSmith account and its developer key from the tool's settings. Add the key in the AgentCalls dashboard under Integrations, and the agent can then act in your PocketSmith account.

Which plan includes this integration?

Integrations, including PocketSmith, are included from the Growth plan.

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Put your agent to work with PocketSmith.

Connect in minutes, test from your browser, go live on a number in the US, UK or Gulf. Free to start, no card needed.

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