Bokio

Bokio is an accounting software platform which offers digital bookkeeping, invoicing, and financial management tools to help simplify accounting processes.

Finance & accounting

Connect it

In Keystile Automations → Connections → New connection, choose Bokio and sign in. Your AI tools and workflows then use it through Keystile; they never see the password or key.How connecting works.

Try it from your AI tool

Using Keystile, in Bokio: find customer (Find customers in Bokio by filtering and pagination).

What it can do (11 actions)

Action	What it does	Changes data
Add line item to invoice	Adds a line item to an existing draft invoice	Yes
Create a journal entry	Creates a new journal entry in Bokio	Yes
Create an item	Creates a new item in Bokio	Yes
Create Customer	Creates a new customer in Bokio	Yes
Create Invoice	Creates a new draft invoice in Bokio	Yes
Custom API Call	Make a custom API call to a specific endpoint	Yes
Find Customer	Find customers in Bokio by filtering and pagination
Get a journal entry	Retrieve a specific journal entry by its ID
Get an invoice	Retrieve a specific invoice by its ID
Get Draft Invoice by Customer Name	Get all draft invoices for a customer by customer name
Update an invoice	Updates an existing draft invoice in Bokio	Yes

How Keystile protects it

Every Bokio action is checked before it runs, whether it comes from an AI tool or a workflow. 7 of its actions change data; your rules, limits and budgets decide whether each is allowed, held for a person or stopped, and it all goes into the signed record.

Tip

Write rules about what an action means — for example "Deleting Bokio records needs a person's approval" — rather than listing action names. Keystile Intelligence applies them to every action that fits.

Use Bokio with your AI assistant — safelyClaude, Cursor or ChatGPT do the work; Keystile checks every action first.

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