Bokio SMS Integration

A customer replies to a text asking about their account, and somebody has to stop what they are doing, open Bokio, and type the details in by hand. Do that for every reply that comes in through SMS and the bookkeeping backlog grows even when the business itself is doing fine. The problem is not that the accounting is hard, it is that getting information from a phone conversation into the ledger takes a person and a spare ten minutes nobody has.

Mobile Message connects to Bokio through Zapier, so a reply that comes in as an inbound SMS can turn straight into bookkeeping work. When a customer texts back to confirm an order, that reply can create a customer record in Bokio, or create an invoice ready for a line item to be added. Any of Bokio's other actions such as creating a journal entry follow the same pattern once the text has come in.

The result is fewer manual steps between a text conversation and the books being accurate. Nobody has to remember to log a reply later in the day, and the customer record or invoice is already sitting in Bokio waiting for the next step, whether that is adding a line item or updating the invoice with the right figure.