List of PocketSmith Customers
Dunedin, 9016,
New Zealand
Since 2010, our global team of researchers has been studying PocketSmith customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased PocketSmith for EPM from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using PocketSmith for EPM include: enable.me New Zealand, a New Zealand based Banking and Financial Services organisation with 60 employees and revenues of $6.0 million, Sharesight Australia, a Australia based Banking and Financial Services organisation with 25 employees and revenues of $5.0 million, Minimalist Journeys New Zealand, a New Zealand based Media organisation with 10 employees and revenues of $1.0 million and many others.
Contact us if you need a completed and verified list of companies using PocketSmith, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The PocketSmith customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight | Insight Source |
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enable.me New Zealand | Banking and Financial Services | 60 | $6M | New Zealand | PocketSmith | PocketSmith | EPM | 2017 | n/a | In 2017 enable.me implemented PocketSmith EPM to operationalize household and mortgage financial tracking within its New Zealand client programmes. The implementation of PocketSmith is used to support client budgeting and forecasting and to enable advisor to client sharing workflows embedded in coaching engagements. Deployment focused on advisor-facing configurations that surface household cash flow and mortgage projection views for one-on-one coaching sessions. Functional modules used include budgeting, forecasting, and advisor-client sharing capabilities, configured to support financial coaching workflows rather than corporate finance consolidation. Operational scope covers enable.me’s financial coaching practice across New Zealand clients, impacting client advisory and household budgeting functions. Governance centered on integrating PocketSmith outputs into programme workflows and advisor review cadence to standardize coaching interactions. | |
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Minimalist Journeys New Zealand | Media | 10 | $1M | New Zealand | PocketSmith | PocketSmith | EPM | 2025 | n/a | In 2025 Minimalist Journeys New Zealand implemented PocketSmith for EPM to centralize business finances, multi currency income tracking, and cashflow forecasting. The 10 employee remote media business documents PocketSmith on its Business/Remote Work Tools resources page and uses PocketSmith to manage multi currency income and run cashflow forecasts, citing it as a lower cost alternative to full accounting suites in New Zealand. Implementation context and scope indicates use of PocketSmith modules aligned to automated bank feeds, multi currency support, and budgeting and forecasting capabilities, enabling scheduled cashflow projections and budget tracking. Configuration and operational use are consistent with a small remote team model, with owners and operators and the finance function using PocketSmith for transaction reconciliation and periodic forecast updates rather than an enterprise ERP deployment. Governance appears lightweight and centered on recurring reconciliation and budget review workflows orchestrated through the application, reflecting PocketSmiths positioning as an accessible EPM option for small New Zealand businesses. | |
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Sharesight Australia | Banking and Financial Services | 25 | $5M | Australia | PocketSmith | PocketSmith | EPM | 2021 | n/a | In 2021, Sharesight Australia integrated PocketSmith into its reporting stack as an EPM connection to enable automated portfolio balance imports for investor finance and investment tracking. The integration was announced publicly on October 26, 2021 and links Sharesight portfolio values to PocketSmith, enabling those values to feed into PocketSmith's bank-feeds and forecasting features. This connection surfaces combined net-worth views and supports cashflow and forecasting workflows for investors and advisors. The implementation centralizes portfolio balance synchronization from Sharesight into PocketSmith's forecasting and bank-feeds modules, creating automated workflows for combined net-worth reporting and cashflow projection. Operational scope emphasized the Australia region and investor-facing finance functions, enabling integrated portfolio and personal finance views within PocketSmith. Sharesight Australia PocketSmith EPM supports tracking of portfolio balances, net-worth aggregation, and cashflow forecasting as part of investor reporting and finance tracking workflows. |
Buyer Intent: Companies Evaluating PocketSmith
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