Bkper Bkper

Changelog

See what's new in Bkper and what has changed.

2026

September 2026

  • Pricing and subscriptions
    • Updated direct-billing prices for new subscriptions: Standard is $20/month or $192/year, and Business is $40/month or $384/year per capacity block. Yearly billing saves 20%
    • Replaced Business’s fixed 5,000-transaction monthly limit with scalable blocks of 3,000 average posted transactions per month across the subscribed domain
    • Business now averages posted transaction usage over up to 12 calendar months, smoothing busy and quiet periods. New monthly Business subscriptions build capacity by calendar month, while yearly subscriptions receive the full 12-month capacity immediately
    • Business subscribers can now change purchased block quantity through Stripe’s hosted billing portal. Increases become available after successful payment, reductions take effect at renewal, and paid capacity is never added automatically
    • Professional is no longer offered as a separate software tier. Higher-volume subscriptions scale through Business blocks, while professional services remain available separately
    • Existing paid Standard subscriptions retain their current price until a plan or billing-cycle change is approved
  • Bkper API
    • Business billing responses now expose the authoritative rolling transaction average and confirmed purchased capacity
  • bkper-js

August 2026

  • Web App
    • Embedded Apps can now stay in sync with the current Book context without reloading or losing their current state. Learn more
  • Bkper AI
    • Published the stable AI API reference and canonical OpenAPI contract for model discovery plus complete and streaming response generation
    • Standardized public AI model IDs as stable, versionless identifiers while preserving previously published versioned and publisher-prefixed IDs as request-only compatibility aliases
    • Doubled the included monthly AI allowance on paid plans to 100% of each plan’s monthly value
    • Replaced DeepSeek V4 Pro with GLM 5.3 Flash, adding image input, a 1,048,576-token context window, a 64,000-token output limit, and low, high, and max reasoning levels
    • Added DeepSeek V4 Flash and DeepSeek V4 Pro for economical and advanced reasoning, coding, and long-context work
    • Retired GPT Terra from the current model catalog and added GPT Sol with a 272,000-token context window, 64,000-token output limit, and low, medium, and high reasoning levels
    • Increased GPT-5.6 Luna’s maximum output to 64,000 tokens
    • Upgraded the included xAI model to Grok 4.6
    • Upgraded the included Google model to Gemini 3.7 Flash, with current capabilities, limits, reasoning levels, and usage rates published by the model catalog
  • bkper-cli
    • Bkper CLI Agent now loads included models, capabilities, limits, reasoning levels, and usage rates dynamically from Bkper AI
    • Added native PowerShell support for the Bkper Agent on Windows, with automatic shell-tool selection and Bash fallback
    • Added persistent fuzzy input-history search with Ctrl+R in standard and handoff editors, and moved the session tree shortcut to Ctrl+Alt+R
    • Added /handoff <goal> and Ctrl+H to continue work in a linked, focused session with a generated context draft
    • Added configurable automatic handoff prompts before context compaction
    • Fixed agent startup for global npm installations with a nested Pi TUI dependency
    • Added Bkper AI integration support for Platform apps, including local authentication, app attribution, live model discovery, structured output, and response validation
    • Added private Bkper-managed Git source for eligible new standalone apps, configured on the first bkper app sync
    • Existing standalone apps without a Git remote can now migrate to managed source through bkper app sync while preserving app identity, branches, and tags
    • Added bkper app clone <appId> [path] to safely clone managed app source without installing dependencies or running lifecycle scripts
    • Managed bkper app sync and bkper app deploy now push committed source with clean-tree, fast-forward, and exact-commit safety checks
    • bkper app init now initializes Git on main when needed without staging or committing files
    • Added bkper book copy <bookId> with optional transaction and start-date copying
    • Added bkper transaction get <transactionId> to retrieve a transaction by ID
    • Added bkper transaction uncheck <transactionId> to make a checked transaction editable again
    • Added bkper transaction untrash <transactionId> to restore a transaction from the trash
  • bkper-js
    • Added Book.getTransactionsByIds to retrieve complete transactions by ID in sequential batches of up to 200
    • Book.mergeTransactions now forwards supplied transaction fields as explicit merge overrides while keeping string inputs ID-only
  • bkper-gs

July 2026

  • Partner Program preview
    • Published the Partner Program preview for early access interest and feedback.
  • Bkper AI
    • Launched an Open Responses inference provider for the Bkper CLI Agent and other compatible clients, using Bkper authentication with no separate provider account required
    • Added Gemini 3.5 Flash, GPT-5.6 Luna and Terra, and Grok 4.5 with documented context and output limits plus supported reasoning efforts
    • Included monthly inference usage with Bkper plans, plan-based limits, no automatic overages, and an authenticated Bkper AI usage dashboard with usage by model, app, and user
    • Added the recorded reasoning effort to each request in the Bkper AI usage history
  • Web App
    • Added end-to-end Book access requests: users without access can request a permission, while owners can review requester details from email links and explicitly grant access
    • Added a Files manager in the book actions menu to browse, preview, open, download, and permanently delete eligible Book files from one centralized place
    • Added drag-and-drop file attachment support directly in the transaction editor dialog
    • Added event type filtering to the book events panel
  • bkper-js
  • bkper-cli
    • bkper auth login now identifies the authenticated account by email when available
    • /login and /logout now manage Bkper authentication, while /connect and /disconnect manage external model providers
    • Bkper authentication now enables the included Bkper AI models by default, with GPT-5.6 Terra at high thinking as the default for new agent sessions
    • Included Bkper AI models use a managed 200,000-token context window, fixed thinking profiles, and a 32,000-token output limit
    • Added bkper event list with date, resource, error, event type, and cursor filters for inspecting Book events and bot responses
    • Added bkper event replay <eventId> to replay a bot response for a specific agent
    • Added bkper file delete <fileId> to permanently delete a Book file

June 2026

  • Expanded Bank Connections coverage to Austria, Belgium, Finland, Norway, Estonia, Lithuania and Latvia
  • Web App
    • Added rename feature for bank-related Connections and Integrations in Automations
  • Bkper API
    • Custom property keys can now have up to 30 characters, enabling longer automation keys such as agent_parser_url_transactions
  • Bkper MCP
    • Launched Bkper MCP, a hosted connector for ChatGPT, Claude, and other MCP clients to work with Bkper books
    • Added secure OAuth authorization, token refresh, session handoff, and explicit consent approval for write actions
    • Added MCP tools for books, accounts, groups, transactions, balances, sharing, app metadata, and Bkper-sourced financial report guidance
    • Documented the canonical connector URL and improved reliability for long-running MCP sessions
  • bkper-cli
    • Added bkper app get <appId> to inspect a registered app by ID
    • bkper auth login now uses a Google verification URL and one-time code, so login works smoothly over SSH, in containers, and anywhere a localhost callback is inconvenient
    • Added Codex and Claude Code plugin marketplace metadata for installing the Bkper CLI skill
    • Agent mode now runs through a dedicated child entrypoint for cleaner startup behavior
    • Bkper CLI now requires Node.js >=22.19.0 and shows a clear upgrade message on older Node.js versions
    • Removed the local callback server OAuth flow from CLI login
    • Added file list with --limit and --cursor for paginated Book file discovery
    • Added --limit and --cursor to transaction list for explicit one-page fetching while keeping the default full-query behavior
    • Breaking: resource list commands with --format json now return an items envelope and include cursor only when another page is available
  • bkper-js
  • bkper-gs

May 2026

  • Web App
    • Added long-press multi-selection to the transactions and accounts tables on mobile, exposing actions for the selected rows. On the transactions table, a longer hold still copies the transaction text into the record input for quick re-recording
    • Added partial updates on draft transactions: change individual fields and persist incomplete drafts from both the editor and the batch editor
    • Added navigation to balances charts to switch between pie, line, and bar visualizations
    • Added drill-down navigation to balances charts: click on a group with children to explore nested balances, with back navigation and click-through to transaction search
    • Added data tables next to balances charts showing numeric breakdowns and clickable date cells that navigate to matching transaction search
  • bkper-cli
    • Added file upload and file get commands for working with Files from the CLI
    • Added transaction create --file to attach a local file while creating a Transaction
    • Local file uploads now infer MIME types so PDFs and other known file types keep the correct content type
    • App logs can now target an optional app id and use --level info|warn|error filtering
    • OAuth login now falls back to another local callback port when the default is already in use
    • Non-interactive bare bkper invocations now print CLI help, while interactive terminals continue to open the agent
    • Pi management commands now pass through as bkper agent <command>
    • Transaction merge now uses the canonical SDK implementation
  • Bkper Platform
    • Unified app deployments into a single Worker per app and environment. The same Worker serves client assets, /api/* routes, and /events handlers
    • bkper app build now outputs the server Worker bundle to dist/server; bkper app dev proxies local assets and emulates outbound requests
    • Added preview deployment guidance for app menus and events with menuUrlDev and webhookUrlDev
    • Platform event handlers now use server-side new Bkper() with platform-managed outbound auth and agent identity
    • Removed the separate events deployment/dev model from the app workflow
  • bkper-js

April 2026

  • Web App
    • Added period slider to the transactions table to navigate back and forth through date filters
    • Added merge transaction feature to combine two selected transactions into a single canonical one
    • Added URL attachments support on transactions: attach, view, and edit URL links with thumbnail previews, hostname display, and keyboard navigation
    • Added copy transaction action to duplicate a selected transaction into a new entry
    • Added transaction sort direction toggle to switch between newest-at-top and newest-at-bottom with persistent preference
  • bkper-cli
    • Agent now includes bkper-js and API types SDK documentation in context for code generation tasks
    • Added app logs command to view recent web and events handler logs with filtering by time, handler, outcome, and status code
  • bkper-js
  • bkper-gs

March 2026

  • Web App
    • Made the PWA the default interface for all users
    • Added batch transaction recording from clipboard paste with editable table preview
    • Added instant local search on the Accounts page with Ctrl+F / Cmd+K shortcuts and match highlighting
    • Added Accounts page with chart-of-accounts table, group hierarchy menu, archived accounts filter, and batch operations (edit type, archive/unarchive, add/remove groups, delete)
    • Added account suggestions to transaction record input
    • Added book custom logo display in the app banner
  • bkper-cli
    • Running bkper with no arguments now starts the embedded agent TUI for interactive terminals
    • Added startup maintenance checks for agent mode
    • Added bkper agent -- <pi-args...> passthrough command to run Pi CLI features with Bkper defaults
    • Removed group stdin batch creation path (simplified to direct group create commands)
  • bkper-js

February 2026

January 2026

2025

December 2025

November 2025

October 2025

  • NEW Bkper Agent rebuilt with advanced AI ✨ — now automates bank statement and invoice parsing with higher precision
  • Web App
    • Added drafts count display in transaction filters
    • Added book delete option for book owners
  • bkper-gs
    • Added File.getProperties to retrieve all custom properties from a file as key-value pairs
    • Added File.setProperties to set multiple custom properties on a file at once
    • Added File.getProperty to retrieve a specific custom property value from a file by key
    • Added File.setProperty to set a single custom property on a file with key-value pair
    • Added File.deleteProperty to remove a specific custom property from a file by key
    • Files attached to transactions are now automatically tagged with upload method for better tracking
  • bkper-js
  • bkper-cli
    • Added smart transaction merging - combine multiple transactions intelligently based on date and account matching
    • Simplified transaction creation - accounts are now optional, making it easier to record simple income and expenses
    • Improved transaction data responses for better AI assistant integration

September 2025

August 2025

July 2025

  • bkper-cli

    • Added MCP server support for AI assistants and agents to interact with your Bkper books
    • Added support for AI assistants to analyze your books with monthly and year-to-date balances
    • Improved date filtering with more intuitive before: operator
    • Added setup instructions for Claude Desktop and other AI tools

  • Web App

    • Added selected transactions counter
    • Added evolved balances for permanent accounts
    • Added book reload button
    • Added search assistant with advanced filtering and suggestions
    • Enhanced search bar experience with suggestions
    • Improved optimistic UI approach with async loading and instant feedback

  • bkper-gs

  • bkper-js

    • BREAKING CHANGE: Refactored Bkper class from static methods to constructor-based pattern
    • BREAKING CHANGE: Removed deprecated methods: Transaction.remove(), Transaction.restore(), Account.getBalance(), Account.getBalanceRaw()
    • MIGRATION: Use transaction.trash() and transaction.untrash() instead of remove() and restore()
    • MIGRATION: Use Book.getBalancesReport() instead of Account.getBalance() methods
    • Added Balance class back for improved balance reporting
    • Added BalancesDataTableBuilder for building balance data tables
    • Added BalanceType enum with TOTAL, PERIOD, and CUMULATIVE options
    • Updated Book.getDatePattern to return default pattern ‘dd/MM/yyyy’ when not set

June 2025

May 2025

April 2025

March 2025

February 2025

January 2025

2024

December 2024

November 2024

October 2024

September 2024

August 2024

  • Web App
    • Launched Bkper’s new Web App, introducing a modern, redesigned interface
    • Added support to dark mode
    • Added transaction listing and record features

July 2024

  • New design with dark mode

April 2024

  • Stock Bot
    • Adjusted Realized Results service to calculate results on both accounting basis (historical and fair) by default
    • Added cost_hist transaction property to pass historical cost information

January 2024

2023

December 2023

November 2023

October 2023

  • Improved copy book feature allowing copy transactions from specific date
  • Stock Bot
    • Added support for Bonds Interest accounts on auto mark-to-market service
  • Tax Bot
    • Added tax_excluded_amount property to allow override the excluded taxes calculated based on Group or Account tax_excluded_rate definition by a specific amount
  • bkper-gs

August 2023

July 2023

  • Expanded Bank Connections converage to Brazil
  • Tax Bot
    • Added Book tax_copy_properties property to allow copy properties from source to generated tax transaction

June 2023

January 2023

2022

December 2022

November 2022

October 2022

  • Google Sheets Add-on
  • Tax Bot
    • Added ${account.name.origin} expression to conditionally add account name when participates as origin in the transaction.
    • Added ${account.name.destination} expression to conditionally add account name when participates as destination in the transaction.
    • Added ${account.contra.name.origin} expression to conditionally add contra account name when participates as origin in the transaction.
    • Added ${account.contra.name.destination} expression to conditionally add contra account name when participates as destination in the transaction.

September 2022

July 2022

  • Exchange Bot
    • Added exc_aggregate book property to use one single exchange account per currency

June 2022

May 2022

April 2022

March 2022

  • Optional copy transactions upon copy a Book is now available to all book collaborators (including viewers)
  • Stock Bot
    • New feature: Forward Date Service. A simple and solid procedure to close a period and lock the Instruments Book
    • Added input to run Realized Results calculations up to a specific date
    • Added several fwd_xxx and hist_xxx properties to instruments transactions in order to track both historical and updated trading information
    • Added stock_historical book property to calculate gains and losses over historical values
  • Exchange Bot
    • Added exc_historical book property to calculate exchange updates over historical values

February 2022

2021

December 2021

November 2021

October 2021

September 2021

July 2021

May 2021

April 2021

March 2021

February 2021

January 2021

  • bkper-js client library published

  • Github App deprecated in favor of the bkper-js

  • bkper-gs

    • Added Amount
    • Added bkper-gs.newAmount
    • BREAKING CHANGE: : All number params and returns now wrapped in Amount class for arbitrary precision aritimethic

  • Tax Bot

    • Add support to tax_included_amount transaction property to override included taxes
    • Deprecated tax_rate account and group property to split into included and excluded taxes
    • Added tax_excluded account and group property
    • Added tax_included account and group property

  • Exchange Bot

    • Calculate and mirror tax_included_amount when present on transaction

  • Stock Bot

    • Added stock_book property flag to allow quantities with more than 0 fraction digits

2020

December 2020

November 2020

October 2020

September 2020

August 2020

July 2020

June 2020

May 2020

April 2020

March 2020

February 2020

January 2020

  • Books and Accounts custom Pproperties
  • New icons on transactions attachments and links
  • Infinite scroll on transactions list

2019

November 2019

October 2019

September 2019

August 2019

July 2019

  • Launched Bkper Bank Connections

June 2019

April 2019

  • Shutdown of our referral program and the Bkper Gold Plan

March 2019

January 2019

2018

December 2018

  • New Help Center layout and better connection with our users through Intercom messenger

October 2018

August 2018

May 2018

  • Custom sharing email logo white labeled for Business customers

April 2018

  • See who is online on Book
  • Tracking transaction creators by username instead of email
  • Comments on transactions
  • Improved search autocomplete
  • Docs Add-on shutdown
  • Forms Add-on Added highlight and log on Google Sheets for responses successfully recorded on Bkper

March 2018

  • Added Activities for all other resources - Book, Accounts, Groups - and Collaborators
  • Released Referral program, with Bkper Gold Plan

2017

June 2017

  • Released Activities to track changes on transactions

March 2017

  • Autopost is default on newly created books

February 2017

  • Changed support structure
  • Improvements on Ultradox integration
  • Added date format yyyy/mm/dd

January 2017

  • Updated pricing details

2016

November 2016

September 2016

  • Batch operations (check, post, revert)
  • Balance sidebar Slider for non-permanent accounts (income/expense type)
  • Several UX improvements on form
  • Improvements on recording, editing and posting transactions flow
  • UX improvement for check/uncheck

August 2016

  • Several UX improvements on creating groups
  • Several UX improvements
  • Bug fix: copy paste in Excel on Firefox
  • Bug fix: Drive integration pre-fix
  • Improvements on recording and posting
  • Sheet Add-on Bug fix: fetch balances with gaps on dates/periods with no balance change

July 2016

  • New weekly summary email
  • Several improvements on list books
  • Zapier out of beta

June 2016

  • Bugfix: registration duplicates
  • Deprecated recurring transactions
  • Partner console (already deprecated)
  • Sheets Add-on:
    • Fetch serve Attachment Url and Urls
    • Auto update only update if book has been updated

May 2016

  • Expansible accounts menu
  • Apply new group to selected accounts
  • Apply account types in batch
  • Validate account types per group
  • Groups can only have one account type Mixed
  • Groups by account types Assets together with Liabilities and Revenue with Expenses Use account types instead of Permanent Debit and Credit
  • Bookbot finds accounts that start with the same word
  • Bugfix: queries with group with many accounts
  • Zapier Integration: added Account description, group and account balance to outgoing zaps
  • Add-ons Bugfix: queries with more than one account, presentation format

April 2016

  • Lowercase recognition of accounts in post form
  • Account types instead of permanent and non permanent accounts
  • Results for mixed groups Groups account type validation
  • Batch account type edit Bugfix: delete groups Resize balance menu on transaction window

March 2016

  • Evolved Balances for non-permanent accounts
  • Added Integration with Zapier
  • Migrated Google Drive Inbox to Integrations
  • Applied Checked & Unchecked to Charts and balances
  • Bugfix: Lowercase does not auto complete in Advanced
  • Discontinued bkper Gold subscription
  • Add-ons Added Auto Record Feature

February 2016

  • Added bkper For Work package (now Business Plan)
  • Migrated from Google + Login to Google Accounts Login
  • Added Google Drive listing to install bkper and create Books from within Drive
  • Hashtags now are copied when you copy a Book
  • Add-ons Bugfix: Add-ons wasn’t opening for some browsers versions/vendors
  • bkper-gs:

January 2016

  • Display group balances on the left hand menu
  • Fixed Issue #45
  • Bugfix: Report period balance and cumulative balance are misaligned
  • Fixed Issue #46
  • Bugfix: Horizontal line on charts completing period
  • Add-ons Migrated to IFRAME Sandbox mode according Google Apps Script Migration Guide

2015

December 2015

November 2015

  • Launched Bkper Gold plan
  • Bugfix: #Deactivated in other languages
  • Bugfix: Language translation in Book Listing

October 2015

September 2015

  • New feature: One click remove saved queries on the web
  • Improvement: Increased font size on the web
  • Improved Integration’s: Now all integration’s are placed together for a better vizualization

August 2015

  • New feature: Public books. Now you can publish your books on the web
  • New feature: Create accounts on Advanced posting page
  • Autocomplete now suggests accounts and transaction descriptions

July 2015

  • New feature: Google Contacts integration on the sharing settings page

June 2015

  • New feature: Record Only permission
  • New feature: Edit transaction attachment - Issue 1

May 2015

March 2015

  • bkper-gs:
    • Renamed Ledger object to Book
    • Added bkper-gs.openById
    • Added bkper-gs.listBooks
    • Deprecated bkper-gs.openLedgerById
    • Deprecated bkper-gs.listLedgers
    • Added Account.getDescription
    • Added Ledger.formatValue
  • Changing from “Ledger” to “Book”
  • Added configurable fraction digits on Ledgers
  • Added Outgoing WebHooks
  • Added Incoming WebHooks
  • Sheets Add-on:
    • Added Auto-update feature
    • Added Update feature
    • Fetch transactions and cumulative/period balances

February 2015

  • Bugfix: Hashtags now works for oriental languages
  • Ability to remove #hashtags from index - Part of Issue 12
  • Bookbot improved - considering same description prior to same hashtags
  • Batch delete drafts - Issue 14
  • Bugfix: Data and user changed when user confirm the draft - Issue 15

2014

December 2014

  • Added Charts toggle button
  • Charts and Transactions rendered on same screen - Issue 3
  • Released Google Drive Integration - Related to Issue 10

November 2014

  • Added OFX import support - Issue 10
  • Added “group:” and multiple “acc:” filters support to Transactions query - Issue 3
  • Google Docs Add-on
    • Added transactions tab - Issue 7
    • Added Autosend pdf report feature - Issue 7
  • bkper-gs:
    • Added “timeZone” optional param to Ledger.record
    • Removed “referencesToTransactionId” param from Ledger.record

October 2014

  • Recurring Transactions Issue 2
  • Google Forms Add-on released
  • Supporting Dutch language
  • Supporting Spanish and Catalan languages
  • Ledger settings sets Date Pattern and Decimal Separator instead of locale
  • Google Docs Add-on
    • Added Update statements feature - Issue 7
  • bkper-gs:
    • Added BalancesDataTableBuilder.formatDate
    • Added BalancesDataTableBuilder.formatValue
    • Added BalancesDataTableBuilder.buildChartDataTable
    • Account.get
    • Balance gets representative balace by default
    • Transaction.getAccountBalance gets representative balance by defaultAdded Transaction.getOther
    • AccountName(account)
    • Added Ledger.getDatePattern
    • Added Ledger.getDecimalSeparator
    • Deprecated Ledger.getLocale
    • List Balances
    • List Transactions
    • Record Transactions

September 2014

  • bkper-gs:
    • Added “representative” param to Account.getBalance
    • Added Transaction.getOtherAccount(account)
    • Added Transaction.getCreditAmount() and Transaction.getDebitAmount()
    • Added “representative” param to Transaction.getAccountBalance
    • Added Transaction.getAttachmentUrl
    • Removed Ledger.getTransactionById