AI
Work with AI safely in Bkper — understand the model, choose the right tool, and keep financial outputs reviewable.
AI can help draft transactions, answer questions, build scripts, and prepare review work. Bkper keeps the source of truth in zero-sum Books: every transaction moves resources from one Account to another, balances are calculated from records, and events preserve review history.
Where to start
Use the page that matches the task in front of you:
| If you want to… | Start with… |
|---|---|
| Turn financial source documents or emails into draft transactions | Bkper Agent |
| Ask questions from ChatGPT, Claude, or another hosted assistant without a terminal | MCP Server |
| Build reports, scripts, reconciliations, imports, or repeatable workflows | CLI Agent |
| Decide between connector access and terminal/local-tool workflows | CLI vs MCP |
| Give Bkper documentation and API references to an AI assistant | Docs for AI |
| Prepare tax or accounting review work with cited rules and professional handoff | OpenAccountants |
Fundamentals Understand LLMs, hallucinations, context, agents, and why financial numbers need deterministic checks.
Docs for AI Give AI assistants Bkper context using Markdown docs, llms.txt indexes, API references, and agent skills.
Bkper Agent Automatic Book agent for files, attachments, descriptions, and transaction drafts.
CLI Agent Use the terminal agent with local files, shell commands, scripts, tests, and Bkper CLI context.
CLI Agent Security Sandbox the CLI Agent, protect Bkper credentials, and scope Book permissions.
MCP Server Connect AI assistants to Bkper through conversational MCP tool calls and existing permissions.
CLI vs MCP Prefer CLI local tools when terminal access is available; use MCP for conversational connector access.
Coding Agents Build Bkper scripts, reports, apps, and integrations with grounded coding agents.
OpenAccountants Combine Bkper books, cited tax rules, AI-assisted worksheets, and professional review.
Safety rule
Raw AI output is not final for balances, statements, reconciliations, taxes, or filing decisions. Use AI to draft, organize, explain, and build tools. Let Bkper records, deterministic checks, and human review carry the final financial answer.