Navigating Bkper

Overview of the main pages in Bkper — Book list, Transactions, Accounts, and Automations.

After signing in, you’ll land on one of Bkper’s main pages. Understanding these four core areas will help you orient yourself and navigate efficiently as you work.

Book list

The Book list is your starting point — a dashboard showing all the Books you have access to. From here, you can:

Create a new Book or copy an existing one
Access pre-built templates like Business General Ledger or Personal Finances
Open any Book to start working
Manage Collections (folders for organizing related Books)

This page appears when you first sign in or click the Bkper logo from within a Book.

Transactions page

The Transactions page is where you record, view, and manage your financial transactions. It’s the heart of bookkeeping in Bkper.

Key features include:

Recording new transactions manually or via automations
Searching and filtering transactions with queries
Checking, editing, or deleting transactions
Accessing the Configuration Menu (⚙️) for Book settings, copying, or deleting the Book

Every Book opens to the Transactions page by default.

Accounts page

The Accounts page is where you build and maintain your chart of accounts — the structure of assets, liabilities, equity, income, and expenses.

From here, you can:

Create, edit, or archive Accounts
Organize Accounts into Groups for better reporting
Set opening balances for new Accounts
View real-time balances and activity

Automations page

The Automations page is your control center for Bots and Apps that automate your bookkeeping.

Use it to:

Install and configure Bots like the Tax Bot or Exchange Bot
Manage Bank Connections for automatic transaction imports
Access the Bkper Agent for AI-powered data extraction

Use the left sidebar to switch between pages within a Book (Transactions, Accounts, Automations)
The Book name in the top-left is a dropdown menu for renaming, settings, copying, or deleting the Book
Click the Bkper logo (top-left) to return to the Book list at any time
Many features are accessible from multiple pages — you don’t always need to navigate to a specific one

Next steps

Now that you’re oriented, dive into creating and managing Books to get started with your first ledger.