Yes. MindCloud can integrate PocketSmith with our 3,100+ supported apps, including ERPs, accounting systems, CRMs, databases, warehouses, ecommerce platforms, spreadsheets, and the tools your team already uses day to day.

If PocketSmith needs to share data with another system, there is almost always a way to connect them.

Explore many other supported apps to find the systems your PocketSmith workflows need.

Both. MindCloud can read data out of PocketSmith and change records where the connector supports writes, such as Category, Institution, Category Rule, and Forecast Cache.

It can also look up read-only records like Transactions, Accounts, Authorised User, Budget, and Budget Summary, so workflows can use that accounting context without implying every object is writable.

MindCloud can create, update, and delete categories and institutions. You can also create category rules, retrieve budget summaries and trend analysis, list transactions and accounts, and manage forecast caches.

Read-only lookups include currencies, user details, and transaction history.

MindCloud can create categories and category rules in bulk, then update or delete them as your financial structure changes.

Pair this with budget lookups to see summary totals and validate rule assignments without manual PocketSmith navigation.

MindCloud can create, retrieve, and delete institutions linked to your user profile, then list all connected accounts in one operation.

This simplifies onboarding when you add banks, credit cards, or investment providers and need to organize them systematically.

MindCloud can list all transactions by category or user, retrieve budget summaries and trend analysis for any date range, and list your accounts.

Use these lookups to feed downstream reports, dashboards, or decision workflows without re-entering data.

MindCloud runs on an enterprise-ready integration platform called Gravity. Gravity is a low-code workflow builder that connects your applications together and moves data between them on a schedule, in real time, or on demand.

The PocketSmith connector is one of Gravity's pre-built integrations, so you simply plug in PocketSmith and start building rather than wiring up the API yourself.

Not unless you want to. You can build it yourself in Gravity, our low-code platform: connect PocketSmith and the other app, choose your actions, and run it, with no code required.

Prefer to have it done for you? MindCloud also offers full-service builds. Talk to our team.

Pick the workflow you want to automate, connect PocketSmith and the other apps involved, and build your first flow in Gravity.

Want it built for you instead? Talk to our team.