Canonical page: https://bokeping.com/help/ai-assistant/

Markdown page: https://bokeping.com/help/ai-assistant.md

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# AI Assistant

Connect an AI assistant to your books, choose what it can see, and stay in control.

6 guides in this collection

## How it works

[### What an AI assistant can do in Bokeping How a connected AI assistant reads your books, prepares drafts for your approval, and what it is never allowed to do.](<https://bokeping.com/help/ai-assistant/what-ai-assistant-can-do/>)

## Connect an assistant

[### Connect an AI assistant to Bokeping Add Bokeping to Claude, Claude Code, Codex, Cursor, or VS Code, then approve access to one company.](<https://bokeping.com/help/ai-assistant/connect-ai-assistant/>)[### Fix AI assistant connection problems Solve missing permissions, repeated sign-ins, the wrong company, drafts you cannot find, and expired download links.](<https://bokeping.com/help/ai-assistant/ai-assistant-troubleshooting/>)

## Permissions & privacy

[### AI assistant permissions and privacy What each AI assistant permission allows, which details are never shared, and how owners can limit ledger detail.](<https://bokeping.com/help/ai-assistant/ai-permissions-privacy/>)

## Skills

[### Use Bokeping Skills with your AI assistant Run ready-made AI playbooks for a first look at a company, a QuickBooks Online move, a month-end review, or 1099 readiness.](<https://bokeping.com/help/ai-assistant/use-ai-skills/>)

## Connected Agents

[### Review or disconnect an AI assistant See which AI assistants can reach your companies, remove a single permission, add one later, or revoke access.](<https://bokeping.com/help/ai-assistant/manage-connected-agents/>)

## More pages in this section

- [Fix AI assistant connection problems](https://bokeping.com/help/ai-assistant/ai-assistant-troubleshooting.md)
- [AI assistant permissions and privacy](https://bokeping.com/help/ai-assistant/ai-permissions-privacy.md)
- [Connect an AI assistant to Bokeping](https://bokeping.com/help/ai-assistant/connect-ai-assistant.md)
- [Review or disconnect an AI assistant](https://bokeping.com/help/ai-assistant/manage-connected-agents.md)
- [Use Bokeping Skills with your AI assistant](https://bokeping.com/help/ai-assistant/use-ai-skills.md)
- [What an AI assistant can do in Bokeping](https://bokeping.com/help/ai-assistant/what-ai-assistant-can-do.md)