Bkper Automations allow you to streamline your financial workflows and processes, to reduce manual tasks, work with real time information and reduce error caused by human intervention.

The automations portal is accessible by the book's settings menu:

Connect Bkper to Solutions you already use, such as Bank accounts, Google Sheets, Google Drive or payment platforms such as Stripe through Zapier integrations so you can optimize financial activities. 

Banks and credit cards

Connect banks and credit card accounts to Bkper, so completed transactions at your bank are recorded as new drafts on your Bkper books as soon as they happen at the bank.  
See how to do it.

Google Sheets Add-on for Bkper

The Google Sheets Add-on for Bkper extends your accounting and bookkeeping capabilities on Google Sheets. The Add-on works in two directions, you can record new entries in Bkper from data on your Sheet and you can fetch data from Bkper into your Google Sheet so you can create your balance sheet and financial statements, run analysis with custom functions or create informational dashboards.  
See how to do it.

Google Drive

Drop images, pdfs, OFX, CSV files into a Google Drive Folder connected to your Bkper book and they will be recorded as new entries in your book.
See how to do it.

Bkper API

The Bkper API is a Google Apps Script library to customize and extend Bkper so you can quickly build your own solutions and automate workflows with very simple scripts that fully integrate with G suite.
See how it works.

Context Menu

Context menu integrations are used to call other sites and services directly from within bkper's web interface, in the context of the current query and book.
See how to do it.

Incoming Webhook

Incoming Webhooks are a simple way to record transactions from external sources into Bkper.
See how to do it.

Outgoing Webhook

Outgoing Webhooks allow you to listen for triggers when a transaction is posted, which will then send relevant data to an external URL(s) in real-time. The Outgoing Webhook is triggered only when the transaction is confirmed.
See how to do it.

Ultradox

Ultradox is a Google Partner that helps you to automate document generation and business workflows without the need of programming knowledge. Ultradox has a Bkper building block to record transactions in Bkper books. You can generate invoices based on data on a Google Sheet and automatically record a new transaction with each invoice attached on Bkper. You can even record a transaction with a receipt as soon as your customer pays.
See how to do it.

Zapier

Automate your business workflows by connecting more than 1000 online solutions to Bkper and vice versa without the need of technical or programming knowledge.  
See how to do it.

Pluga

Automate business workflows by connecting Brazilian financial solutions to Bkper without the need of technical or programming knowledge such as NFe-io, PagSeguro, Boleto Simples, Iugu, Moip, Pagar.me, MercadoPago, etc.
See how to do it.

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