Bkper Agent

The Bkper Agent automates the tedious parts of bookkeeping by combining two powerful capabilities: intelligent data parsing and smart categorization.

Turn documents into transactions

The Agent interprets data and correctly categorizes it into transactions, whether it comes from Google Sheets, Bank Connections, or file uploads.

This power is especially evident when uploading documents. Drag and drop an invoice, receipt, or bank statement (as an image or PDF) directly into your book, and the Agent performs parsing and categorization in one seamless action. It extracts dates, amounts, and descriptions while referencing your book history and learning from your patterns to apply the correct accounts.

The result is a list of fully populated and categorized draft transactions ready for your review — whether from a single receipt or a multi-page bank statement. See Document Parsing for details.

Categorization: finding the right accounts

Once transaction information is available — from a document or any other source — the Agent completes the transaction by assigning From and To accounts. This happens automatically based on patterns from your bookkeeping history.

The Agent follows a logical sequence, checking each method in order and stopping as soon as it finds a match:

Explicit account names in the description. If you write Bank Household rent 1900 and both Bank and Household accounts exist in your book, the Agent assigns them as the From and To accounts respectively. The first account becomes the From Account (where money comes from), and the second becomes the To Account (where money goes to).

Matching descriptions. When you’ve previously recorded Bank Household rent 1900 and later enter just rent 2000, the Agent recognizes the description and applies the same accounts.

Matching hashtags. If you’ve used a hashtag like #rent in a previous transaction, you can enter #rent 2000 and the Agent applies the same accounts associated with that hashtag.

Location (mobile). When you record a transaction at a physical location and later return to that same place, you only need to enter the amount — the Agent remembers the accounts you used there before.

Every action the Agent takes appears in your activity history, creating a transparent record of the automation at work.

Ignoring unwanted text

Sometimes descriptions include information you want to keep but don’t want the Agent to process — like timestamps or reference numbers. Wrap text in quotes to tell the Agent to ignore it for matching purposes.

For example, 10 Gas "at 10:56" causes the Agent to use only “10 Gas” for finding accounts, while the complete description including “at 10:56” is saved with the transaction. This is especially useful when integrations automatically append metadata.