Bokio is an accounting software platform which offers digital bookkeeping, invoicing, and financial management tools to help simplify accounting processes.
Find Customer
Find Customer. Find customers in Bokio by filtering and pagination
Get Draft Invoice by Customer Name
Get Draft Invoice by Customer Name. Get all draft invoices for a customer by customer name
Get an invoice
Get an invoice. Retrieve a specific invoice by its ID
Get a journal entry
Get a journal entry. Retrieve a specific journal entry by its ID
Create Customer
Create Customer. Creates a new customer in Bokio
Create Invoice
Create Invoice. Creates a new draft invoice in Bokio
Add line item to invoice
Add line item to invoice. Adds a line item to an existing draft invoice
Create an item
Create an item. Creates a new item in Bokio
Create a journal entry
Create a journal entry. Creates a new journal entry in Bokio
Update an invoice
Update an invoice. Updates an existing draft invoice in Bokio
Custom API Call
Custom API Call. Make a custom API call to a specific endpoint
You connect with: account details.
Something happens
An Agent or workflow decides what to do
A person approves, if it matters
Bokio: create customer
Connecting Bokio does not give every Agent unrestricted access to it. Each Agent needs the capability granted, the identity it acts as must be allowed, and consequential actions can wait for a person to approve them.
How Nerve controls actionsStart with one conversation your team handles every day. Give the Agent what it needs to know, connect the tools it should use, and decide where a person steps in.