Your First Steps

Bkper tracks the movement of resources — money, inventory, instruments — between accounts using double-entry bookkeeping. To see it in action, you need three things: a Book, some Accounts, and a Transaction.

See Bkper in action

Start here. These three guides take you from zero to a working Book with real balance values:

1. Books — Create a Book for the entity you want to track (a business, a project, a portfolio).
2. Accounts — Add Accounts that represent where resources sit or flow (bank accounts, revenue, expenses).
3. Transactions — Record a transaction between two accounts and post it. Balance values update instantly.

That’s the aha moment — every transaction moves a precise amount from one account to another, and the books always balance. Everything else in Bkper builds on this foundation.

Organize and grow

Once you have transactions flowing, structure your Book for clarity and reporting:

• Groups — Group related accounts (all expense accounts under “Operating Expenses”) for subtotals and cleaner reports.
• Chart of Accounts — Design your account structure to match your business or use case.
• Collections — Link multiple Books together when you track separate entities that need consolidated views.

Report and analyze

Find answers in your data without leaving Bkper:

• Search & Queries — Filter transactions by account, date, status, amount, or any combination. Save queries for periodic reports.
• Google Sheets — Pull live Bkper data into spreadsheets for custom dashboards, financial statements, and analysis.
• Chart Reports — Visualize balances and trends directly in the Bkper web app.

Work with your team

Bkper is collaborative by design — everyone sees the same real-time data:

• Book Sharing — Invite collaborators with the right permission level (Owner, Editor, View Only, and more).
• Comments — Discuss transactions, flag issues, and leave audit notes in context. Mentions send email notifications.
• Events — Every action generates an event — a complete audit trail of who did what and when.

Automate

Let Bkper handle repetitive work so you can focus on decisions:

• Bkper Agent — An AI assistant that drafts transactions from natural language, learns your patterns, and processes document attachments.
• Automations — Bots react to events automatically — calculating taxes, converting currencies, syncing sub-ledgers.
• Bank Connections — Import bank transactions automatically and keep your Book in sync with your financial institutions.