PocketSmith AI agent for Slack and Teams
Put Wopie to work in PocketSmith.
Wopie sorts your PocketSmith spending into categories, checks the budget and finds odd charges.
$100 in credits · No card needed
Rowan in #money
@wopie how are we doing on the budget this month?
Wopie Quoted 70 credits before starting
You have spent 68% of the budget with 40% of the month left. Eating out is the main overspend.
Used 64 credits·Answered in #money
Rowan in #money
@wopie anything strange in last week's spending?
Wopie Quoted 75 credits before starting
Two charges look odd: a $79 subscription you did not have before, and a double charge at the garage.
Used 66 credits·Answered in the thread
Rowan in #money
@wopie put the uncategorized transactions into categories
Wopie Quoted 180 credits before starting
41 transactions had no category. I sorted 36 and left five I was unsure about. Please look at my list.
Used 169 credits·Waiting for your OK
Rowan in #money
@wopie add the $120 cash payment to the plumber
Wopie Quoted 50 credits before starting
I will add $120 to the Home repairs category, dated yesterday, in the joint account.
Used 45 credits·Waiting for your OK
How Wopie works with PocketSmith.
Wopie is an AI agent that works in PocketSmith for you. You ask in Slack or Microsoft Teams. It shows how your budget is going, finds spending without a category and tidies those transactions. It can add a category or a missing transaction inside your access. It tells you the plan before bulk changes.
- 1Ask in a channelWrite what you need in Slack or Microsoft Teams, the way you'd ask a teammate. No setup in PocketSmith.
- 2Wopie does the workIt tells you the credits first, then works in PocketSmith and your other tools, and posts the result in the thread.
- 3You stay in chargeAnything that reaches a customer, moves money or deletes data waits for your OK.
- Works in
- Slack and Microsoft Teams
- Connects
- With your PocketSmith API key
- Category
- Finance & payments
- What it can do
- 14 PocketSmith actions: 8 look things up, 6 make changes
- Price
- $100 in free credits, then pay per job
Wopie uses PocketSmith with your other tools.
Ask for a result that needs more than one tool. Wopie pulls from PocketSmith, checks the rest and hands back one finished answer.
Everything Wopie can do in PocketSmith.
14 PocketSmith actions, in plain words. You never pick them yourself: ask for the result and Wopie chooses. 8 only look things up. The rest make changes, inside the access you give it.
- Create categoryChanges
- Create transactionChanges
Create one transaction in a chosen transaction account and return the created financial record.
- Get budgetLooks up
- Get budget summaryLooks up
Analyze a user's combined income and expense budget, excluding transfer categories, over a required date range and period…
- Get current userLooks up
- Get transactionLooks up
- List accountsLooks up
- List categoriesLooks up
- List transaction accountsLooks up
- List transactionsLooks up
- Update accountChanges
- Update categoryChanges
Update selected hierarchy, display, and budgeting fields on one category without deleting it.
Safe in PocketSmith by default.
- Only what you share
Wopie sees only what your PocketSmith connection allows, and never more than the person who asked.
- Asks before it acts
Looking things up runs on its own. Anything that reaches a customer, moves money or deletes data waits for your OK.
- Every step on record
Each change it makes in PocketSmith is logged, with who asked and who approved it.
From owners using it
What owners are saying.
“Wopie.ai has transformed how I run the agency. Enquiries, follow-ups and everyday admin are easier to stay on top of, freeing me to focus on our clients and growth. It's simple to use, and the entire operation now runs more smoothly.”
Harcourts · Real estate
“Wopie.ai has genuinely changed how I run Aster Stayz. It saves me hours on everyday tasks, giving me more time to care for our guests and grow the business. It's simple to use and has made the entire operation feel far more manageable.”
Aster Stayz · Short-term rentals
More Finance & payments integrations.
Wopie works in 3,200+ apps, and can use several in one job.
PocketSmith integration
PocketSmith questions, answered.
No. Wopie works with records in PocketSmith. It cannot move real money.
PocketSmith and its logo belong to their owner and are shown only to say the two work together.