# Intro

> Learn how to use Bkper and build integrations with it.

- [Core Concepts](https://bkper.com/docs/core-concepts.md): The fundamental building blocks of Bkper — Accounts, Transactions, Groups, Books, Collections, and Events — and how they work together to track financial activity.
- [AI Tooling](https://bkper.com/docs/ai-tooling.md): How AI tools can consume Bkper docs and context.

## Guides

- [Delete Bkper Data and Close Account](https://bkper.com/docs/guides/account-and-billing/delete-account.md): How to delete your data, revoke access, unsubscribe from emails, and fully close your Bkper account.
- [Bkper on Google Cloud](https://bkper.com/docs/guides/account-and-billing/google-cloud.md): How to subscribe to, upgrade, downgrade, and cancel Bkper through the Google Cloud Marketplace.
- [Manage Bkper Subscription](https://bkper.com/docs/guides/account-and-billing/manage-subscription.md): How to subscribe, upgrade, downgrade, cancel, update payment, and access invoices for your Bkper subscription.
- [Bkper Subscriptions](https://bkper.com/docs/guides/account-and-billing/subscriptions.md): Overview of Bkper subscription plans, transaction limits, billing cycles, and plan features.
- [Accrual Basis](https://bkper.com/docs/guides/accounting-principles/accounting-methods/accrual-basis.md): How to record transactions using the accrual method in Bkper — recognizing revenues and expenses when they occur, regardless of when cash moves.
- [Cash Basis](https://bkper.com/docs/guides/accounting-principles/accounting-methods/cash-basis.md): How to record transactions using the cash basis method in Bkper — recognizing revenue when payment is received and expenses when payment is made.
- [Billing and Invoicing](https://bkper.com/docs/guides/accounting-principles/billing-invoicing.md): How to handle billing, invoicing, and accounts receivable using Bkper alongside external invoicing solutions.
- [Bkper for Accountants](https://bkper.com/docs/guides/accounting-principles/bkper-for-accountants.md): How Bkper reimagines double-entry bookkeeping with a transaction flow paradigm — making accounting collaborative, automated, and secure.
- [Account Reconciliation](https://bkper.com/docs/guides/accounting-principles/fundamentals/account-reconciliation.md): How to reconcile your Bkper accounts against bank statements using daily balance values and the check mark feature.
- [Amortization](https://bkper.com/docs/guides/accounting-principles/fundamentals/amortization.md): How to record amortization of intangible assets in Bkper — gradually writing down the balance over the asset's useful life.
- [Balance Sheet and Equity](https://bkper.com/docs/guides/accounting-principles/fundamentals/balance-sheet-equity.md): How to view your equity in real-time by grouping asset and liability accounts in Bkper.
- [Bank Accounts](https://bkper.com/docs/guides/accounting-principles/fundamentals/bank-accounts.md): How to track multiple bank accounts in Bkper, view individual balances, and get a consolidated total using Groups.
- [Closing a Period](https://bkper.com/docs/guides/accounting-principles/fundamentals/closing-a-period.md): How Bkper handles period closing through continuous balance values, period reporting with date ranges, and locking periods to prevent changes.
- [Credit Cards](https://bkper.com/docs/guides/accounting-principles/fundamentals/credit-cards.md): How to record credit card expenses, partial payments, interest charges, and full payoffs in Bkper.
- [Double-Entry Bookkeeping](https://bkper.com/docs/guides/accounting-principles/fundamentals/double-entry-bookkeeping.md): Deep dive into double-entry bookkeeping in Bkper — T-accounts, account types, grouping strategies, and building a complete financial structure.
- [Inventory Depreciation](https://bkper.com/docs/guides/accounting-principles/fundamentals/inventory-depreciation.md): Record periodic write-downs of inventory or other assets using transactions between the asset, depreciation expense, and accumulated depreciation accounts.
- [Permanent Accounts and Balance Types](https://bkper.com/docs/guides/accounting-principles/fundamentals/permanent-accounts.md): Understand which accounts carry balances forward, which accounts track activity by period, and which transaction side increases each type in Bkper.
- [Profit & Loss and Net Income](https://bkper.com/docs/guides/accounting-principles/fundamentals/profit-loss-net-income.md): How to set up a Net Income group in Bkper to see your profit and loss result in real time — the difference between revenues and expenses for any period.
- [Recording Refunds](https://bkper.com/docs/guides/accounting-principles/fundamentals/recording-refunds.md): How to record refunds in Bkper by reversing the original transaction, whether you are issuing a refund on a sale or receiving a refund on a purchase.
- [Sales Taxes / VAT](https://bkper.com/docs/guides/accounting-principles/fundamentals/sales-taxes-vat.md): How to record sales tax and VAT transactions in Bkper, covering taxes included and not included in the sales price, plus settlement.
- [Multiple Currencies](https://bkper.com/docs/guides/accounting-principles/modeling/multiple-currencies.md): How to manage multiple currencies in Bkper by keeping a separate book for each currency and linking them through intercompany accounts.
- [Structuring Books and Collections](https://bkper.com/docs/guides/accounting-principles/modeling/structuring-books-collections.md): Guidance on when to use one Book, multiple Books, or Collections in Bkper — covering multi-currency, segmentation, and automation scenarios.
- [Tracking Departments, Projects, and Cost Centers](https://bkper.com/docs/guides/accounting-principles/modeling/tracking-departments-projects.md): How to organize your Bkper Book to track multiple segments — departments, properties, projects, or cost centers — from simple hashtags to separate Books.
- [Capital Contributions](https://bkper.com/docs/guides/accounting-principles/owners-equity/capital-contributions.md): How to record capital contributions in Bkper, including the difference between debt and non-debt contribution agreements.
- [Owner's Withdrawal](https://bkper.com/docs/guides/accounting-principles/owners-equity/owners-withdrawal.md): How to set up and record owner's withdrawal (draw) transactions in Bkper for sole proprietors.
- [Retained Earnings](https://bkper.com/docs/guides/accounting-principles/owners-equity/retained-earnings.md): How to track net income over time using a retained earnings account in Bkper — transitioning profits and losses from the income statement to the balance sheet.
- [Accounts Payable](https://bkper.com/docs/guides/accounting-principles/payables/accounts-payable.md): How to track what you owe to suppliers in Bkper using intermediate liability accounts for accounts payable.
- [Loan Payable](https://bkper.com/docs/guides/accounting-principles/payables/loan-payable.md): How to set up accounts and record loan transactions in Bkper — tracking principal, interest, and periodic payments.
- [Accounts Receivable](https://bkper.com/docs/guides/accounting-principles/receivables/accounts-receivable.md): How to track what customers owe you in Bkper using intermediate asset accounts for accounts receivable.
- [Aging Accounts Receivable](https://bkper.com/docs/guides/accounting-principles/receivables/aging-accounts-receivable.md): How to track aging on accounts receivable in Bkper by recording sales, scheduling expected payments, and monitoring collection status.
- [Loan Receivable](https://bkper.com/docs/guides/accounting-principles/receivables/loan-receivable.md): How to track loans you have made to others, including the outstanding balance and periodic interest revenue.
- [Apps & Bots](https://bkper.com/docs/guides/automations/apps-and-bots.md): Automate repetitive bookkeeping with Bkper Apps and Bots — from tax calculations and currency conversions to inventory tracking and document parsing.
- [Automations Portal](https://bkper.com/docs/guides/automations/automations-portal.md): Access and manage your Bkper Apps, Bots, and Bank Connections from the Automations Portal — including user connections and book integrations.
- [Bank Connections](https://bkper.com/docs/guides/automations/bank-connections.md): Connect Bkper to your financial institution to record bank and credit card transactions directly in your Books.
- [Bkper Agent](https://bkper.com/docs/guides/automations/bkper-agent.md): Automate bookkeeping with the Bkper Agent — intelligent transaction categorization and document parsing powered by AI.
- [CSV Export App](https://bkper.com/docs/guides/automations/csv-export-app.md): The CSV Export App has been deprecated — use the Bkper Add-on for Google Sheets or drag and drop instead.
- [Exchange Bot](https://bkper.com/docs/guides/automations/exchange-bot.md): Automatically mirror transactions across multiple currency books and calculate unrealized FX gains and losses with the Bkper Exchange Bot.
- [Inventory Bot](https://bkper.com/docs/guides/automations/inventory-bot.md): Automatically track inventory quantities and calculate cost of goods sold using FIFO with the Bkper Inventory Bot.
- [Portfolio Bot](https://bkper.com/docs/guides/automations/portfolio-bot.md): Track quantities, calculate realized profits and losses, and manage revaluations for financial instruments with the Bkper Portfolio Bot.
- [Subledger Bot](https://bkper.com/docs/guides/automations/subledger-bot.md): Consolidate transactions from subledger books into a general ledger automatically with the Bkper Subledger Bot.
- [Tax Bot](https://bkper.com/docs/guides/automations/tax-bot.md): Automatically calculate and record tax entries on purchase or sales transactions with the Bkper Tax Bot.
- [Your First Steps](https://bkper.com/docs/guides/getting-started.md): A roadmap to getting productive with Bkper — from your first Book and transaction to reporting, collaboration, and automation.
- [Best Practices](https://bkper.com/docs/guides/getting-started/best-practices.md): Practical guidelines for structuring Books, Accounts, Groups, and Transactions in Bkper — keep it simple, avoid common pitfalls, and maintain clean records.
- [Get Help](https://bkper.com/docs/guides/getting-started/get-help.md): Find the best resources for learning Bkper, getting support, and connecting with the community.
- [Google Sheets Add-on](https://bkper.com/docs/guides/google-sheets.md): Connect your Bkper Books to Google Sheets for custom reporting, data analysis, and automated Transaction recording.
- [Build Your First Report](https://bkper.com/docs/guides/google-sheets/first-report.md): A hands-on tutorial that walks you through fetching live balance data from Bkper into Google Sheets and building a simple financial report.
- [Install the Add-on](https://bkper.com/docs/guides/google-sheets/install.md): How to install and authorize the Bkper Add-on for Google Sheets from the Google Workspace Marketplace.
- [Financial Statements on Google Sheets](https://bkper.com/docs/guides/templates/financial-statements.md): Build dynamic Balance Sheets, Income Statements, and Retained Earnings reports on Google Sheets using live data from your Bkper book.
- [Business General Ledger Template](https://bkper.com/docs/guides/templates/general-ledger-template.md): Get started quickly with Bkper and the Google Sheets Add-on by copying the General Ledger Book template and its companion Sheet report.
- [Profit and Loss Report](https://bkper.com/docs/guides/templates/profit-and-loss.md): Fetch data from a Bkper book and build a dynamic P&L statement on Google Sheets using the Bkper Add-on and Bkper Functions.
- [Spend Management Template](https://bkper.com/docs/guides/templates/spend-management.md): Track team expenses, manage budgets, and process reimbursements using Bkper's Spend Management template with built-in approval workflows.
- [Issue Tracker and Service Status](https://bkper.com/docs/guides/troubleshooting/issue-tracker-status.md): Report bugs, request features, and check Bkper service availability through the issue tracker and status pages.
- [Known Issues - Google Sheets](https://bkper.com/docs/guides/troubleshooting/known-issues-google-sheets.md): Troubleshooting guide for common issues with Bkper Functions in Google Sheets.
- [Known Issues - Bkper Web App](https://bkper.com/docs/guides/troubleshooting/known-issues-web-app.md): Common login and browser issues with the Bkper web app, and how to resolve them.
- [Accounts](https://bkper.com/docs/guides/using-bkper/accounts.md): Create and manage Accounts in Bkper — set up, edit, archive, delete, set opening balances, and navigate the Accounts Menu.
- [Attachments](https://bkper.com/docs/guides/using-bkper/attachments.md): Attach files to transactions for paperless bookkeeping — upload via the paperclip, drag and drop, email forwarding, or mobile capture.
- [Balances Audit](https://bkper.com/docs/guides/using-bkper/balances-audit.md): How Bkper automatically audits account balances to guarantee consistency, and how to trigger an audit manually.
- [Book Sharing](https://bkper.com/docs/guides/using-bkper/book-sharing.md): Share Bkper Books with collaborators at different permission levels — control visibility, manage access, and work together in real time.
- [Books](https://bkper.com/docs/guides/using-bkper/books.md): Create and manage Books in Bkper — configure settings, copy, delete, and find your Book ID.
- [Chart of Accounts](https://bkper.com/docs/guides/using-bkper/chart-of-accounts.md): How to build and organize a Chart of Accounts in Bkper — grouping, hierarchies, and scaling from simple to complex.
- [Chart Reports](https://bkper.com/docs/guides/using-bkper/chart-reports.md): Visualize balance values over time with Bkper Charts — drill into Group hierarchies and analyze trends interactively.
- [Collections](https://bkper.com/docs/guides/using-bkper/collections.md): Create, manage, and navigate Collections — organize related Books for streamlined multi-book workflows.
- [Comments](https://bkper.com/docs/guides/using-bkper/comments.md): Communicate in context by leaving comments on transactions, search results, accounts, groups, or hashtags — with @mentions, notifications, and email replies.
- [Export Data from Bkper](https://bkper.com/docs/guides/using-bkper/data-import-export/export-data.md): Export transactions and financial data from Bkper to Google Sheets or other formats for backup, reporting, or migration.
- [Import Data into Bkper](https://bkper.com/docs/guides/using-bkper/data-import-export/import-data.md): Import transactions from Google Sheets, CSV files, or other sources into your Bkper Book.
- [Date Range Slider](https://bkper.com/docs/guides/using-bkper/date-range-slider.md): Navigate through account balances over time using the Bkper Date Range Slider for quick financial insights.
- [Drag and Drop Files](https://bkper.com/docs/guides/using-bkper/drag-and-drop.md): Drag and drop files into Bkper to record transactions, import CSV data, or attach documents — fewer clicks, less work.
- [Events](https://bkper.com/docs/guides/using-bkper/events.md): Understand how Events form the audit trail of every action in your Book — and how they power automations, bots, and AI agents.
- [External Links](https://bkper.com/docs/guides/using-bkper/external-links.md): Reference invoices, documents, and web resources from transactions using external links in Bkper.
- [Groups](https://bkper.com/docs/guides/using-bkper/groups.md): Create, rename, delete, hide, lock, and structure Groups in Bkper to organize your Accounts and simplify reporting.
- [Hashtags](https://bkper.com/docs/guides/using-bkper/hashtags.md): Use hashtags to categorize, search, and report on transactions across accounts in Bkper — from tagging to segment reporting.
- [Bkper Web App](https://bkper.com/docs/guides/using-bkper/mobile/mobile-web-app.md): Use the Bkper Web App to record transactions, manage books, track balances, and capture receipts across mobile and desktop.
- [Getting around in Bkper](https://bkper.com/docs/guides/using-bkper/navigating-bkper.md): Overview of the main pages in Bkper — Book list, Transactions, Accounts, and Automations.
- [Properties](https://bkper.com/docs/guides/using-bkper/properties.md): Store structured metadata on Books, Accounts, Groups, and Transactions using key/value custom properties — for automations, integrations, and richer reporting.
- [Record Transactions by Email](https://bkper.com/docs/guides/using-bkper/record-by-email.md): Record transactions with attachments by forwarding emails to your Bkper book — invoices, receipts, and bank statements are parsed automatically.
- [Record Guide](https://bkper.com/docs/guides/using-bkper/record-guide.md): How to record transactions in Bkper — amounts, dates, accounts, hashtags, attachments, and multipliers.
- [Search & Queries](https://bkper.com/docs/guides/using-bkper/search-and-queries.md): Find transactions, filter balances, and build reports using the Bkper query language — from the Search Assistant to saved queries and dynamic date variables.
- [Sign in to Bkper](https://bkper.com/docs/guides/using-bkper/signing-in.md): Use Google Sign-In to access Bkper with Gmail, Google Workspace, or another email address linked to a Google Account.
- [Transactions](https://bkper.com/docs/guides/using-bkper/transactions.md): Record, post, edit, check, split, and manage transactions in Bkper — from your first entry to batch operations.

## Build

- [App Listing](https://bkper.com/docs/build/apps/app-listing.md): Apps are listed on the Bkper Automations Portal, populated from bkper.yaml fields. Sync metadata with bkper app sync, and by default limit installation to declared users until you publish more broadly.
- [App Architecture](https://bkper.com/docs/build/apps/architecture.md): Bkper platform apps use a three-package monorepo: a Lit + Vite client for the UI, a Hono server on Cloudflare Workers for the API, and an events package for webhook-driven automation. Mix and match only what you need.
- [App Configuration](https://bkper.com/docs/build/apps/configuration.md): Reference for bkper.yaml — the single file that declares your app's identity, menu integration, event subscriptions, deployment targets, secrets, and KV storage. Sync metadata with bkper app sync, then deploy code with bkper app deploy.
- [Context Menu](https://bkper.com/docs/build/apps/context-menu.md): Add a custom item to the Transactions page More menu that opens a URL pre-populated with the current book context — query, account, date range, and more.
- [Building & Deploying](https://bkper.com/docs/build/apps/deploying.md): The three-step deployment workflow — build your code, sync app metadata from bkper.yaml, and deploy to the Bkper Platform. Covers preview environments, secrets management, and KV storage.
- [Development Experience](https://bkper.com/docs/build/apps/development.md): Local development uses two composable processes: bkper app dev for the worker runtime (Miniflare, file watching, tunnel) and vite dev for the client UI with HMR. The project template runs both concurrently via npm run dev.
- [Event Handlers](https://bkper.com/docs/build/apps/event-handlers.md): Write code that reacts to book events — checked transactions, new accounts, comments — to automate calculations, sync data between books, and call external services. Covers response format, loop prevention, and replay.
- [The Bkper Platform](https://bkper.com/docs/build/apps/overview.md): The Bkper Platform provides managed edge hosting, pre-configured OAuth, KV storage, secrets management, and automatic webhook tunnels for local development — so you write business logic and the platform handles all infrastructure.
- [Self-Hosted Alternative](https://bkper.com/docs/build/apps/self-hosted.md): Host Bkper event handlers outside the Bkper Platform — on Google Cloud Functions (with automatic authentication via service account) or any generic webhook infrastructure. Use when you have compliance constraints or an existing cloud setup.
- [The Agent Model](https://bkper.com/docs/build/concepts/agent-model.md): Every program that acts on Bkper books — scripts, automations, platform apps, bank connections — is an agent acting on behalf of a user. Agents are identified by logo and name in the activity stream, and are bound by the same permissions as the user who authorized them.
- [Authentication](https://bkper.com/docs/build/concepts/authentication.md): How OAuth2 authentication works across all Bkper build environments: CLI token via getOAuthToken(), bkper-js via CDN for any browser with an access token, browser-based OAuth via @bkper/web-auth for *.bkper.app apps, automatic handling in Apps Script, and Bearer token authentication for direct REST API calls.
- [Events](https://bkper.com/docs/build/concepts/events.md): Reference for the Bkper event system — how to subscribe to events in bkper.yaml, the full Event object structure with book/user/agent/data fields, the complete current event type list, and how to use previousAttributes for diffs.
- [Examples & Patterns](https://bkper.com/docs/build/examples.md): Open-source production apps demonstrating key integration patterns: property-driven tax bots, multi-book exchange rate sync, FIFO inventory and portfolio tracking, subledger hierarchies, and Google Sheets add-ons.
- [Agent Security](https://bkper.com/docs/build/getting-started/agent-security.md): Run AI coding agents safely with Bkper — sandbox isolation, credential protection, and permission scoping to limit what an agent can access and do.
- [Building with AI](https://bkper.com/docs/build/getting-started/building-with-ai.md): Use AI coding agents to build Bkper integrations faster — from the built-in Bkper Agent to Claude Code, Pi, OpenCode, Codex, and Cursor.
- [Your First App](https://bkper.com/docs/build/getting-started/first-app.md): Step-by-step walkthrough of building and deploying a full Bkper platform app from scratch — scaffold from template, run locally with HMR and automatic webhook tunnels, react to transaction events, and deploy to production.
- [Quick Wins](https://bkper.com/docs/build/getting-started/quick-wins.md): Start building with Bkper in minutes using three approaches of increasing complexity: a one-line CLI pipe, a 20-line Node.js script, and a direct REST API call with curl.
- [Development Setup](https://bkper.com/docs/build/getting-started/setup.md): Install the Bkper CLI, authenticate via Google OAuth, and verify access to your books. This single setup step unlocks CLI commands, bkper-js scripting, and the full app development toolchain.
- [Apps Script Development](https://bkper.com/docs/build/google-workspace/apps-script.md): Use the bkper-gs library to build Bkper automations that run inside Google's serverless Apps Script platform — scheduled jobs, spreadsheet triggers, custom add-ons, and workflows that combine Bkper with Sheets, Drive, and Gmail.
- [Building Sheets Integrations](https://bkper.com/docs/build/google-workspace/google-sheets.md): Go beyond the standard add-on with custom Google Sheets integrations using bkper-gs — build team-specific menus, automated import/export pipelines, scheduled balance reports, and two-way sync between spreadsheets and Bkper books.
- [CLI Scripting & Piping](https://bkper.com/docs/build/scripts/cli-pipelines.md): Use the Bkper CLI as a scripting tool — pipe JSON between commands for batch creates and updates, output CSV for data pipelines and AI agents, and chain operations to migrate, transform, or sync book data without writing code.
- [Node.js Scripts](https://bkper.com/docs/build/scripts/node-scripts.md): Write standalone Node.js scripts with bkper-js for complex logic, bulk data operations, scheduled jobs, and integrations that go beyond what the CLI alone can do.
- [Direct API Usage](https://bkper.com/docs/build/scripts/rest-api.md): Access the Bkper REST API directly from any language using Bearer token authentication. Covers the OpenAPI and Google Discovery specifications, getting a token via CLI or OAuth, optional API keys for dedicated quota, and the interactive API explorer.
- [CLI](https://bkper.com/docs/build/tools/cli.md): The Bkper CLI covers two roles: data management (books, accounts, transactions, balances from the terminal) and app development (init, dev, build, sync, deploy). Supports table, JSON, and CSV output formats for scripting and piping.
- [Libraries & SDKs](https://bkper.com/docs/build/tools/libraries.md): Choose the right library for your environment: bkper-js for Node.js and browsers, bkper-gs for Google Apps Script, @bkper/web-auth for OAuth on *.bkper.app subdomains, and @bkper/bkper-api-types for TypeScript definitions in any project.

## Apps

- [Apps](https://bkper.com/apps.md): Managed bots and integrations — multi-currency accounting, tax calculations, inventory tracking, portfolio management, multi-book consolidation, bank connections, and more.

## API Reference

- [REST API](https://bkper.com/docs/api/rest.md): Full OpenAPI reference for the Bkper REST API — endpoints, parameters, and response schemas.
- [bkper-js](https://bkper.com/docs/api/bkper-js.md): JavaScript/TypeScript client library for Bkper — classes, interfaces, and type definitions.
- [bkper-gs](https://bkper.com/docs/api/bkper-gs.md): Google Apps Script library for Bkper — use Bkper directly in Google Sheets and Apps Script projects.
- [bkper-web-auth](https://bkper.com/docs/api/bkper-web-auth.md): Web authentication SDK for Bkper — OAuth flows, token management, and session handling.
- [bkper-api-types](https://bkper.com/docs/api/bkper-api-types.md): TypeScript type definitions for the Bkper API — shared interfaces and enumerations.