PocketSmith Complete Access connector for RevampKey

Connect PocketSmith Complete Access to RevampKey so the agent can work in it for you.

Sign in with your accountBy PocketSmith Ltd24 toolsMac & Windows

Add PocketSmith Complete Access

How to connect PocketSmith Complete Access

Open Connectors in RevampKey and search for PocketSmith Complete Access.
Click Connect and approve access on PocketSmith Complete Access's own sign-in page.
Come back and ask in plain English. The agent asks before it changes anything.

Tools the agent can use (24)

assign_transaction_attachment
cash_flow_forecast
create_account
create_attachment
create_category
create_category_rule
create_event
create_institution
create_transaction
delete_account
delete_attachment
delete_category
delete_event
delete_forecast_cache
delete_institution
delete_transaction
financial_health_snapshot
find_recurring_expenses
forecast_accuracy
get_account
get_attachment
get_budget
get_budget_summary
get_category

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Connect PocketSmith Complete Access in under a minute

Download RevampKey for Mac or Windows, sign in, and PocketSmith Complete Access is one click away, along with every other connector in the marketplace.