Apps & Bots
Automate repetitive bookkeeping with Bkper Apps and Bots — from tax calculations and currency conversions to inventory tracking and document parsing.
Bkper apps and bots take care of repetitive bookkeeping so you can focus on decisions instead of data entry. Once installed on a book, they listen for Events — a transaction posted, checked, or edited — and react automatically, without manual intervention.
Apps vs Bots
Bots are event-driven automations. They run silently in the background and react to activity in your books — recording tax entries, mirroring transactions, or updating inventory every time a relevant transaction is checked.
Apps provide a user interface alongside their automation. They add menu items to your book and may also handle events, but they’re designed to be interacted with directly — not just to run in the background.
In practice, the distinction rarely matters when choosing what to use. Browse the available automations below, start with the one that matches your workflow, and use the Automations Portal when you are ready to install it.
Available automations
Bkper Agent
The Bkper Agent automates bookkeeping using AI. It handles two things: parsing documents (invoices, receipts, bank statements) into draft transactions, and intelligently categorizing transactions by learning from your bookkeeping history. The more you use it, the more accurate it becomes.
Exchange Bot
The Exchange Bot handles multi-currency accounting. It automatically mirrors transactions across currency books and calculates unrealized foreign exchange gains and losses — essential if you operate in more than one currency.
Tax Bot
The Tax Bot calculates and records tax entries automatically. When you post a purchase or sale transaction, it applies the configured tax rates and creates the corresponding tax account entries — no manual calculation required.
Subledger Bot
The Subledger Bot keeps subsidiary books and a general ledger in sync. Transactions recorded in subledger books are automatically consolidated into the parent book, giving you both detailed records and a consolidated view.
Portfolio Bot
The Portfolio Bot tracks financial instruments — stocks, bonds, funds, or any asset with a quantity. It calculates realized profits and losses using FIFO, and supports periodic revaluations to reflect current market prices.
Inventory Bot
The Inventory Bot tracks physical inventory quantities and calculates cost of goods sold using FIFO. It bridges your Financial Books (which track money) with a dedicated Inventory Book (which tracks units), keeping both in sync automatically.
How automations appear in your book
Each automation has its own configuration requirements. Most bots are configured through properties on your accounts, groups, or book, while apps may also provide menus or screens of their own.
After installation, automations appear in your book through the actions they perform. Their responses are recorded in the Activities panel, where you can identify the acting bot or app by its logo and name.
Monitoring and troubleshooting bots
Once installed, bots run automatically, but you can monitor their status and handle any issues directly from your book.
Finding active bots
- Open your book, click the Settings menu (gear icon), and select Automations.
- Go to the Book Integrations tab — this lists all bots/apps configured on the current book.
- Active bots appear here with an icon indicating their status.
Bot status indicators
Status icons show at a glance whether a bot is working:
- Blue/Gray icon — Bot is installed and functioning properly.
- Red background/icon — Error occurred (check the error message for details).
- No icon — Bot is not installed on this book.
These icons are visible in the Book Integrations tab of the Automations Portal.
Finding error messages and responses
Bots log their actions and errors in your book’s activity history:
- Click the Activities button (top-right corner of the book) to open the Activities panel.
- Look for events triggered by the bot — responses (including errors) appear at the bottom of the event.
- Click the response to view details, such as what the bot did or the error message.
Checking and replaying bot actions
- In the Activities panel, click a bot response to expand it.
- If an error occurred, review the message and fix any configuration issues (e.g., account properties).
- To replay a response (e.g., retry a failed action), click the Replay button within the response details. This re-runs the bot’s logic without duplicating transactions.
Where to go next
- Install, authorize, reconnect, or remove an automation — use the Automations Portal
- Inspect app or bot responses, review errors, or replay failed runs — use Events
- Configure a specific automation — open the app page from the list above for full documentation