Agent Smith FAQs

Question 1

When should I use the Agent Smith skill?

Accepted Answer

Use this skill when working with PocketSmith data to clean up uncategorized transactions, prepare for the Australian tax season (BAS/EOFY), run 'what-if' spending projections, or perform automated health checks on your personal or business budget structure.

Question 2

How does this skill improve my financial workflow?

Accepted Answer

It eliminates manual data entry through a hybrid rule engine that uses AI and regex to categorize transactions with up to 95% confidence. It also provides a status dashboard upon starting Claude Code, highlighting uncategorized items and tax-deductible opportunities that need your attention.

Question 3

What unique capabilities does it provide for Australian users?

Accepted Answer

Agent Smith features 3-tier ATO intelligence. It can detect tax-deductible expenses, track Capital Gains Tax (CGT) with FIFO matching, calculate GST for BAS preparation, and ensure your documentation meets the $300 substantiation threshold required by the Australian Taxation Office.

Question 4

What does the Agent Smith skill do?

Accepted Answer

Agent Smith is a specialized Claude Code skill that transforms PocketSmith from a passive tracking tool into an active intelligence system. It automates transaction categorization, tracks Australian tax (ATO) deductions, generates multi-format reports, and performs predictive scenario analysis directly within your terminal.

Question 5

What is the 'Health Check' system in Agent Smith?

Accepted Answer

The health check monitors six dimensions: Data Quality, Category Structure, Rule Engine efficiency, Tax Readiness, Automation levels, and Budget Alignment. It provides a numerical score and prioritized recommendations to improve your financial data integrity.

Agent Smith

Agent Smith

주요 기능

사용 사례

주요 기능

사용 사례