Apps & Bots
Automate repetitive bookkeeping with Bkper Apps and Bots — from tax calculations and currency conversions to inventory tracking and document parsing.
Bkper Apps and Bots take care of repetitive bookkeeping so you can focus on decisions instead of data entry. Once installed on a book, they listen for events — a transaction posted, checked, or edited — and react automatically, without manual intervention.
Apps vs Bots
Bots are event-driven automations. They run silently in the background and react to activity in your books — recording tax entries, mirroring transactions, or updating inventory every time a relevant transaction is checked.
Apps provide a user interface alongside their automation. They add menu items to your book and may also handle events, but they’re designed to be interacted with directly — not just to run in the background.
In practice, the distinction rarely matters when choosing what to use. Browse what’s available and pick what solves your problem.
Available automations
Bkper Agent
The Bkper Agent automates bookkeeping using AI. It handles two things: parsing documents (invoices, receipts, bank statements) into draft transactions, and intelligently categorizing transactions by learning from your bookkeeping history. The more you use it, the more accurate it becomes.
Exchange Bot
The Exchange Bot handles multi-currency accounting. It automatically mirrors transactions across currency books and calculates unrealized foreign exchange gains and losses — essential if you operate in more than one currency.
Tax Bot
The Tax Bot calculates and records tax entries automatically. When you post a purchase or sale transaction, it applies the configured tax rates and creates the corresponding tax account entries — no manual calculation required.
Subledger Bot
The Subledger Bot keeps subsidiary books and a general ledger in sync. Transactions recorded in subledger books are automatically consolidated into the parent book, giving you both detailed records and a consolidated view.
Portfolio Bot
The Portfolio Bot tracks financial instruments — stocks, bonds, funds, or any asset with a quantity. It calculates realized profits and losses using FIFO, and supports periodic revaluations to reflect current market prices.
Inventory Bot
The Inventory Bot tracks physical inventory quantities and calculates cost of goods sold using FIFO. It bridges your Financial Books (which track money) with a dedicated Inventory Book (which tracks units), keeping both in sync automatically.
Working with bots
Each bot is configured through properties on your accounts, groups, or book. The specific properties required are documented in each bot’s guide.
Once installed, bots work silently. Their responses appear in your book’s activity history — you can view what each bot did, and replay or investigate any errors directly from the activity panel.