Articles

• Connect code and connection requests

  Share your connect code with clients, choose who pays for the subscription and approve connection requests.Few readers

• API and CLI access for accountants

  What the Booko agent connector and the booko-accountant CLI are, and where to find them.Few readers

• Using the review queue

  Review AI-classified invoices from all your clients in one place.Few readers

• Add and invite clients

  Create a client workspace and invite your client to the client portal.Few readers

• Team members, roles and permissions

  Invite colleagues to your firm and use roles to control what they can do.Few readers