Bkper Agent BETA
Extract and categorize transactions instantly with AI. Upload invoices, receipts, or bank statements and the agent automatically extracts amounts, dates, descriptions, and intelligently finds the right accounts in your book.
sequenceDiagram
participant Book as 📚 Bkper Book
participant Agent as ✨ Bkper Agent
participant LLM as 🧠AI Engine
Book->>Agent: File Upload/Attachment
Agent->>Book: Get Context & Samples
Agent->>LLM: Document + Context
LLM->>Agent: Extracted Data
Agent->>Agent: Discover Accounts
Agent->>Book: Create/Update Transaction
Features
- Smart Learning: Learns from existing transactions in your account to match your bookkeeping patterns
- Import: Upload files to an account → creates new transactions
- Attach: Attach files to existing transactions → updates them with extracted data
- Context-Aware: Uses account properties to guide parsing for specific document types
Advanced Configuration
The Agent should be working out of the box for most cases, but you can customize its behavior.
Book Properties
agent_prompt_book_id: ID of a remote book to fetch contexts from (for centralized configuration)
Account/Group Properties
agent_prompt: Instructions for extracting data from documents when parsingagent_prompt_id: ID to match context from remote book - defaults to account/group name
Example Setup
- Create the "Bank Itau" account that represents your checking account.
- Add
agent_prompt property to the account with the value:
Extract Transactions in Date Sequence table from the document.
- Do not include headers
- quantity and price are optional properties and should be added to properties only include if the column Quantity and Price filled, leave it null otherwise.
- Upload bank statements with this account selected → transactions are created automatically
