PocketSmith + StackGo

Run compliance from inside PocketSmith. Checks start from a record and the result lands back on the client.

We found no public integration surface for PocketSmith: no Zapier app and no published events.

Accounting System of record Not connected yet

What PocketSmith is

Manage your budget and forecast your finances with PocketSmith, the best personal finance software on the web. Connect to your bank accounts securely.

Description supplied by PocketSmith.

The trigger

What starts a check

You do not open StackGo. A change in the system starts the work, and the system stays your source of truth.

Event	What StackGo does	What comes back
A new contact or customer is created	Starts identity collection	Verification status
A designated service is added	Runs the checks that service requires	Result and risk rating
Ownership or details change	Re-screens the related parties	Updated status

The write-back

What StackGo puts back on the record

A PocketSmith connector would write the outcome, the status and a link to the result onto the record by default. These are the fields StackGo can write on the systems it connects to today.

Verification status
Risk rating
Last checked
Report link
Verified name
Date of birth
Document checked
Screening result
Beneficial owners
Form responses
Verification report (PDF)

Personal fields are off by default. What goes back to your CRM explains the default; what each field holds is set out in what “integrates with” actually means.

Questions

Common questions about PocketSmith

How does PocketSmith connect to banks?

We found no public integration surface for PocketSmith — no Zapier app and no published events. That is the honest reason there is no StackGo connector, and it is the thing that would have to change first.

What is the 50/30/20 rule in Australia?

Manage your budget and forecast your finances with PocketSmith, the best personal finance software on the web. Connect to your bank accounts securely.