Integrations / Accounting
Connect PocketSmith to WhatsApp: transactions, categories and accounts by chat
Flann is an AI agent your business talks to on WhatsApp. Connect PocketSmith once, then ask Flann to look things up in it or get work done in it, by text or voice note. Most owners open PocketSmith only when they have to. Flann changes that habit by bringing invoices, payments and balances into the chat you already keep open all day, so the money side of the business stops piling up for Sunday night.
14 actions in PocketSmith. 8 only look things up, and 6 create, update, send or delete. You connect with your API key.
What you can ask Flann to do in PocketSmith
Send any of these on WhatsApp, in your own words. Flann finds the right PocketSmith action and fills in the details from the conversation.
“Show me my accounts in PocketSmith.”
“Show me my categories in PocketSmith.”
“Look up the transaction in PocketSmith.”
“Update the account in PocketSmith.”
“Create a transaction in PocketSmith.”
“Create a category in PocketSmith.”
What Flann can work with in PocketSmith
PocketSmith gives Flann 14 actions across 7 kinds of record. These are the ones you are most likely to use.
| Record | What Flann can do | Actions |
|---|---|---|
| Transactions | createlook upupdate | 5 |
| Categories | createlook upupdate | 3 |
| Accounts | look upupdate | 2 |
Doing it yourself, wiring up a rule, or asking an agent: here is how they compare for PocketSmith.
| Compare | Opening PocketSmithLog in, find it, do it | A fixed workflowTriggers built in advance | PocketSmith through FlannAsk and get it done |
|---|---|---|---|
| Getting started on a job | Log in and click through the screens | Only what was wired up in advance | Text or voice note, in your own words |
| Looking things up about transactions | By hand, screen by screen | Only the look-ups someone built | 8 look-ups, answered straight away |
| Creating and updating | Typed in by hand | Run unchecked once built | 6 changes, made from a message |
| PocketSmith records | All of them, one screen at a time | Only the ones you wire up | 7 kinds, from one chat |
| Set-up | Nothing new to set up | Someone builds and maintains each flow | Your PocketSmith API key, once |
YesPartlyNo
Step by step: PocketSmith jobs you can hand to Flann
Each step below names the PocketSmith action Flann actually runs.
Create a transaction from a voice note
- You message Flann on WhatsApp: “Create a transaction in PocketSmith with these details.”
- Flann runs
List Transactionsin PocketSmith and shows you what it found. - Flann runs
Create Transactionin PocketSmith. - Flann creates it in PocketSmith and confirms in the chat.
Fix a category without opening PocketSmith
- You message Flann on WhatsApp: “Change the category in PocketSmith: here is what is different.”
- Flann runs
List Categoriesin PocketSmith and shows you what it found. - Flann runs
Update Categoryin PocketSmith. - Flann makes the change in PocketSmith and confirms in the chat.
Get answers about your accounts
- You message Flann on WhatsApp: “What is the latest on our accounts in PocketSmith?”
- Flann runs
List Accountsin PocketSmith and shows you what it found. - Nothing in PocketSmith is changed: these are look-ups, so they run straight away.
Repetitive PocketSmith work Flann takes off your plate
These are the jobs that come back every day or every week. Message Flann instead, and keep the decisions for yourself.
Invoice the job on the way out
Today
You finish a job, head to the next one and promise yourself the invoice will go out tonight. Often it does not.
With Flann
“Invoice Hassan for the kitchen fit, materials plus labour, usual terms.”
Within PocketSmith, Flann finds Hassan, builds the invoice from the lines you described and applies your standard payment terms. It stays a draft for now.
What you stop doing: Unbilled work stops living in your head.
Payment queries from customers
Today
Customers message to ask whether their transfer arrived, and each question means logging in to PocketSmith to check. Then you reply, then you forget to mark it.
With Flann
“Did Layla’s transfer for the March invoice land in PocketSmith?”
It checks PocketSmith straight away and tells you whether the payment is in, when it arrived and what is still open.
What you stop doing: Checking a single payment no longer means a trip to the laptop.
More on this: how to hand repetitive tasks to an AI agent on WhatsApp.
How Flann connects to PocketSmith
- Open Connectors in Flann and choose PocketSmith.
- Paste your PocketSmith API key into the secure form Flann opens. You will find the key in your PocketSmith account settings.
- Ask Flann for what you need on WhatsApp, by text or voice note. It picks the right PocketSmith action itself.
Look-ups run as soon as you ask and change nothing in PocketSmith. You can disconnect PocketSmith from Connectors at any time.
Ways to use PocketSmith with Flann
Chase what is owed
Ask Flann who still owes you. It checks PocketSmith, lists the open items and drafts a reminder for each customer.
Find the slow payers
Ask which customers pay late. Flann reads the history in PocketSmith and gives you the short list, so you decide who gets a nudge.
Your month in one message
Ask “how did we do this month?” and Flann answers from PocketSmith in plain words, on your phone, between customers.
Everything Flann can do in PocketSmith
The full list of PocketSmith actions available to Flann once you connect it.
Looks up 8
- Get Budget
- Get Budget Summary
- Get Current User
- Get Transaction
- List Accounts
- List Categories
- List Transaction Accounts
- List Transactions
Changes 6
- Create Category
- Create Transaction
- Update Account
- Update Category
- Update Transaction
- Update Transactions
More Accounting apps Flann works with
Common questions
What can Flann do with transactions in PocketSmith?
Flann can create, look up and update transactions in PocketSmith, using 5 actions (Create Transaction, Get Transaction, List Transactions, Update Transaction and more). Looking up runs straight away and changes nothing. The other actions create or change transactions in PocketSmith.
What can Flann do with categories in PocketSmith?
Flann can create, look up and update categories in PocketSmith, using 3 actions (Create Category, List Categories, Update Category). Looking up runs straight away and changes nothing. The other actions create or change categories in PocketSmith.
How does Flann connect to PocketSmith?
Open Connectors in Flann, choose PocketSmith and paste your PocketSmith API key into a secure form. You will find the key in your PocketSmith account settings. Once it is connected, Flann can use 14 actions in PocketSmith.
Can I use PocketSmith from WhatsApp?
Yes. You talk to Flann on WhatsApp or in the Flann app, by text or voice note, and Flann works in PocketSmith for you. You do not need to open PocketSmith.
Does connecting PocketSmith cost extra?
No. PocketSmith is included in every Flann plan, along with every other app Flann connects to.