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All integrations

Finance & accounting

PocketSmith for your Agent

Flow can read invoices, payments and accounts in PocketSmith and use the figures in your bids.

It asks for your approval before it changes anything in PocketSmith. Connect with an API key from your PocketSmith account.

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Pull our turnover for the last three years from PocketSmith for the financial standing section.

Connect PocketSmith in three steps

  1. 01

    Connect an account

    In Tendersight, open Settings, then Integrations, and connect PocketSmith.

  2. 02

    Choose what the Agent may do

    Choose the Agent’s access: Read only, Read and write, or Disabled.

  3. 03

    Ask, or let an event start the work

    Ask Flow, or have it set up an event trigger for PocketSmith.

What Flow can do depends on what PocketSmith offers through its API and on the access you choose.

Things to ask

Type these to Flow once PocketSmith is connected.

  • PocketSmith

    Pull our turnover for the last three years from PocketSmith for the financial standing section.

  • PocketSmith

    List unpaid PocketSmith invoices from public buyers.

About PocketSmith

PocketSmith is a personal finance platform for accounts, transactions, budgets, and cash-flow forecasts. Use it to understand spending, plan ahead, and make better money decisions.

Ready to submit more bids?

Start your free trial today.

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