Coherence is an agentic customer operations platform that connects CRM data, email, campaigns, websites, workflows, and AI agents in one shared context. It is operated by Brightyard, Inc.

How is Coherence different from a traditional CRM?

CRM is Coherence's shared data foundation, not the product boundary. Coherence connects flexible XRM-style records to email, campaigns, websites, workflows, and agents so teams can run the customer lifecycle from one context.

Does Coherence have an API and MCP server for agents?

Yes. Coherence publishes an OpenAPI 3.1 spec at https://getcoherence.io/openapi.json and ships an official MCP server (@coherenceos/mcp-server) so AI agents can read and write workspace data and delegate tasks to the Nash agent.

How much does Coherence cost?

Coherence has a free tier (no credit card required), plus Starter at $12, Pro at $29, and Team at $79 per user per month.

Integrations · Finance

Connect Bokio to Coherence.

Name: Coherence
Brand: Coherence
Rating: 4.8 (50 reviews)

Bokio is an accounting software platform which offers digital bookkeeping, invoicing, and financial management tools to help simplify accounting processes. 11 actions can run inside a Coherence workflow.

Start free All integrations

A Coherence record changes

Create Customer

A Coherence workflow runs

Create Invoice

TRIGGERS AND ACTIONS

Everything Bokio can do in a workflow.

Actions are the steps a workflow can run in Bokio. Start the workflow from a Coherence record or another app.

Actions · 11Create CustomerCreate InvoiceAdd line item to invoiceCreate an itemCreate a journal entryUpdate an invoiceFind CustomerGet Draft Invoice by Customer NameGet an invoiceGet a journal entryCustom API CallCustom API Call: Make a custom API call to a specific endpoint.

Names as listed in the automation catalog Coherence workflows use.

WORKFLOW IDEAS

What you can automate with Bokio.

Starting points for a workflow. Choose the exact fields, conditions, and records it updates.

Act in Bokio from a Coherence workflowUse a change in Coherence to run a supported Bokio action, so the next step follows the record instead of relying on someone to copy it.

Starts with · A Coherence record or workflow changes

Finishes with · Create Customer
or Create Invoice

Connect Bokio to the wider customer workflowCombine Bokio with another integration and Coherence records to keep financial events visible beside the customer, vendor, or project they affect.

Starts with · A Coherence workflow starts

Finishes with · Create Customer, then preserve the outcome in Coherence
or Create Invoice

SET UP

How to connect Bokio.

The exact authentication fields depend on Bokio. The workflow structure stays straightforward.

1Connect the accountAuthorize the Bokio account and permissions the workflow needs.

2Choose a supported stepSelect one of the current triggers or actions listed above and map its fields.

3Test with a real recordRun a small test, inspect the result in both systems, and only then enable the workflow.

Apps for the same workflow.

Apps that share a category with Bokio or provide a complementary trigger or action.

ChargebeeFinance8 triggers · 5 actions

ChargeKeepE-commerce · Finance3 triggers · 6 actions

MollieFinance7 triggers · 8 actions

PaddleE-commerce · Finance5 triggers · 6 actions

Pinch PaymentsFinance14 triggers · 8 actions

SperseE-commerce · Finance3 triggers · 6 actions

QUESTIONS

Bokio integration questions.

What can I automate with the Bokio integration?

Bokio currently provides 11 actions a workflow can run. Use those building blocks to keep financial events visible beside the customer, vendor, or project they affect.

How many Bokio triggers and actions are available?

Bokio currently lists 0 triggers and 11 actions, each named on this page. The list is read from the automation catalog Coherence workflows use, so review those names before building a workflow.

Can Bokio connect to other apps through Coherence?

Yes. A workflow can combine supported Bokio triggers or actions with Coherence records and other available integrations. The exact flow depends on the authentication, permissions, triggers, and actions exposed by each connected app.

Do I need to write code to connect Bokio?

The listed triggers and actions are designed for visual workflows. If the pre-built integration does not expose a capability you need, HTTP and webhook steps can cover APIs that your team is authorized to use.

Ready to connect Bokio?

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Free plan · No credit card