Try this on day one: compare spending with budget
“Compare this month’s transactions with our budget and summarize spending by category.”
- Spending summary by category
- Budget comparison
Integrations · Finance and accounting
An AI team that works in PocketSmith for you.
Your bots review PocketSmith transactions and budgets, organize spending categories, and update account or transaction records with approval. New bots start on Ask, so they check with you before they act in PocketSmith, except on Hermes and other ACP engines.
Free app. PocketSmith connects through Flux Router credits or your own connected-apps key. You sign in to PocketSmith yourself.
Compare this month’s transactions with our budget and summarize spending by category.
You signed in to PocketSmith once. Your Chief put a bot on it.
- Read transactions and account details
- Review budgets and spending summaries
Waiting on you · Ask mode
Next step: create spending categories in PocketSmith. Go ahead?
What your bots can do in PocketSmith.
- Read transactions and account details
- Review budgets and spending summaries
- Create spending categories (asks first)
- Add or update transactions (asks first)
“Asks first” means the bot checks with you before it does that, on Ask, the mode every new bot starts in. You can give a bot more freedom later. On Full access, a bot stops before messaging anyone new, posting publicly, paying, or deleting outside its folder, unless you have allowed it for that task. On Hermes and other ACP engines, Ask and the stop line cover only what the engine asks Murage about, and Hermes doesn’t ask before connected-app tools, so these actions don’t ask first there.
No ready-made team yet? Ask for one.
Tell your Chief of Staff what you want done in PocketSmith, in plain words. It builds a team for the job, starting from the closest one in the library, and shows you who is on it before anyone starts.
How to connect it.
- 1
Download Murage
Free for Mac, Windows and Ubuntu. Pick the AI you already use; if it needs installing, Murage opens a one-line command for you.
- 2
Connect PocketSmith
Open connected apps and sign in to PocketSmith once. It runs through Flux Router credits, or your own connected-apps key.
- 3
Give a brief
Tell your Chief of Staff what to do with PocketSmith. New bots start on Ask, so they check with you before they act, except on Hermes and other ACP engines.
What a Murage team adds in PocketSmith.
What a team adds here
Your team explains the numbers in plain words and lists the questions for your accountant. It never posts an entry.
Works across your apps
One brief can pull from PocketSmith, your calendar, your CRM and the web, then hand you one answer.
Keeps notes on your business
Your bots keep notes on your customers, your tone and how you like things done, stored on your computer where you can open and edit them.
Runs on the AI you already pay for
Claude Code, Codex, Hermes, a model key or a local model. The Murage app is free; your AI provider bills you as usual.
Questions about Murage and PocketSmith.
Can Murage connect to PocketSmith?
Yes. Sign in to PocketSmith once inside Murage, through Flux Router credits or your own connected-apps key, and your bots can read transactions and account details.
Will it change or send anything in PocketSmith without asking?
Not while it’s on Ask, where every new bot starts: it checks with you before it acts in PocketSmith. On Auto or Full access, replies in an existing conversation and routine edits go ahead, but a bot still stops before messaging anyone new, posting publicly, paying, or deleting outside its folder, unless you have allowed it for that task. Only No limits turns that off. On Hermes and other ACP engines, Ask and the stop line cover only what the engine asks Murage about, and Hermes doesn’t ask before connected-app tools.
What does it cost?
The Murage app is free. PocketSmith connects through Flux Router credits, or your own connected-apps key if you have one. Your AI provider bills you as usual.
PocketSmith and the other product names and logos on this page are trademarks of their respective owners. Murage is not affiliated with or endorsed by them; the names and logos are used only to identify the apps and engines Murage works with.
Give your first job to Murage.
Download the free app, connect the AI you already pay for, and tell your Chief of Staff what needs doing. Plan on about ten minutes from install to a working team.
No account needed · Runs on the AI plan you already pay for