Finance automation template

Pocket Family Office

A household finance automation blueprint for open banking, document ingestion, bill reminders, financial summaries, and tenant-scoped integration bindings.

Capabilities

Integrations

Workflows

Knowledge spaces

Connected operating layer

Sample tenant bindings show how the template wires managed and BYOK integrations.

Mistral Primary

managed

connected

Qdrant Finance Cluster

managed

connected

GCS Documents Bucket

managed

connected

Gmail Household Threads

byok

connected

Postmark Transactional

managed

connected

Workflows and knowledge

The package exposes durable workflow specs plus knowledge sources for documents, email, and bank data.

pfo.workflow.process-uploaded-document

pfo.workflow.upcoming-payments-reminder

pfo.workflow.generate-financial-summary

pfo.workflow.ingest-email-threads

pfo.workflow.sync-openbanking-accounts

Uploaded Financial Documents

syncing

Household Gmail Threads

syncing

Financial Overview

api

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