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In Bokeping
Work with AI
Account & learning
Connect an AI assistant to your books, choose what it can see, and stay in control.
6 guides in this collection
How a connected AI assistant reads your books, prepares drafts for your approval, and what it is never allowed to do.
Add Bokeping to Claude, Claude Code, Codex, Cursor, or VS Code, then approve access to one company.
Solve missing permissions, repeated sign-ins, the wrong company, drafts you cannot find, and expired download links.
What each AI assistant permission allows, which details are never shared, and how owners can limit ledger detail.
Run ready-made AI playbooks for a first look at a company, a QuickBooks Online move, a month-end review, or 1099 readiness.
See which AI assistants can reach your companies, remove a single permission, add one later, or revoke access.
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