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Books give you the
flexibility to track financial
data in a way that is truly
relevant to you!
Books
Books
What are Books in Bkper?
Accounts
Groups
Transactions
What are Book?
A Book in Bkper is where you track financial data for an Entity.
Each Book organizes:
What you track (e.g., Bank, Expenses, Sales).
How you organize accounts (e.g., Revenue, Assets).
The financial activity happening between Accounts.
Books give you flexibility, to let you track
data in a way that makes sense for you!
Metro pass 250 01/16/2027
Bank Account
Investments
Rent
Loan
Credit Card
Transportation
Dividends
Salary
Assets
Liabilities
Expenses
Revenue
Income
Equity
Salary 2500 Dec 26 01/01/2027
Rent Apartment 800 01/04/2027
BOOK
How to Structure a Book?
Create Books based on what you need to track:
Use broad Categories
like Income & Expenses.
Use Group Hierarchies
& Specific Accounts
like Materials or
Unrealized Results .
Pro Tip: Start simple and
add details as needed!
Result
Simple Overview
Book Structures
Expenses
Income
Net Income
Accounting
Receive Div
Credits
Product X
Service Y
...
Bank Fees
...
Material A
Material B
...
Expenses
Gross Margin
COGS
Income
Other Income
Income
Detailed tracking
Work Together with Secure Collaboration
Bkper Books are designed to work with teams:
- Share access to your book with colleagues or external Peers.
Collaborate
CFO
Team Members
CPA
Auditors
Bots
AI Agents
Collaboration
- Control who can View, Record or Post Transactions.
- Books keep a Detailed activity history for full transparency.
Metro pass 250 01/16/2027
Bank Account
Investments
Rent
Loan
Credit Card
Transportation
Dividends
Salary
Assets
Liabilities
Expenses
Revenue
Income
Equity
Salary 2500 Dec 26 01/01/2027
Rent Apartment 800 01/04/2027
BOOK
1
/
4
Books
Understand how Bkper Books organize your Accounts, Groups, and Transactions.
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