Bkper Bkper

Report App

by Bkper

Ask about your Book in your own words, in any language, and see the report as you type.

Every number is a balance from Bkper. AI only reads your request, never computes amounts. Report never changes your transactions.

Get started

  1. Open a Book and install Report App from Automations > Apps.
  2. Choose Open Report in the Book menu.
  3. Type what you want to know. The report appears as you type.

What you can ask

You type You get
expenses by category this year This year's expenses, split by category
profit last year Last year's net result
receitas por mês em 2025 Revenue month by month in 2025
cash today Your cash balance today
revenue last year vs 2023 The two years side by side
#travel expenses this year Only transactions tagged #travel
Food versus Rent by month Food and Rent side by side

Tips:

  • Names — type a group or account name and pick it from the list.
  • Charts — say "as a donut", "as a line" or "just the numbers". You can also click a preview beside the title.
  • Periods — months, quarters, years, year to date, the last 12 months, or today.

It follows your Book

Click a group or account in the Book's sidebar, or search the Book, and Report shows the same numbers as the Book.

Save requests

Click Save to keep a request above the input for everyone in the Book. It saves the question, not the numbers, so it always shows current data.

Need something else?

Click Custom report, the last chip above the input. It opens Bkper Agent with a draft you finish in your own words.

If your Book isn't organized for reports yet, Report says why. Owners and editors can ask Bkper Agent to fix it in one click.

Good to know

  • New transactions can take up to two minutes to show.
  • Typed requests use your Bkper AI allowance.
  • Anyone who can view the Book can use Report.
API access 
Production: https://report.bkper.app
Preview:    https://report-preview.bkper.app
OpenAPI:    https://report.bkper.app/openapi.json

Agents: the OpenAPI document explains how to show a person a report in one call.

curl -X POST \
  -H "Authorization: Bearer $(bkper auth token)" \
  -H "Content-Type: application/json" \
  -d '{"prompt": "expenses by category this year", "format": "html"}' \
  "https://report.bkper.app/api/v1/books/<bookId>/report" > report.html