Record Transactions by Email
The Bkper Email integration allows you to record new Transactions with attachments directly by email. This makes it easy to record invoices, receipts, bills, or any other documents by simply forwarding emails to Bkper, transforming them into Transactions.
How Document Parsing Works
When you email attachements to your Bkper book, the Bkper Agent analyzes each attachment and automatically extracts the relevant financial data—dates, amounts, descriptions, and line items—to create transactions.
The Agent handles different document types intelligently:
Document Type | What Gets Created |
Invoices & Receipts | A single transaction with the total amount, vendor details, and date extracted from the document |
Bank Statements | Multiple transactions—one for each line item in the statement |
Bills | A single transaction with payee, amount, and due date information |
Any files you attach are preserved with the resulting transactions for your records.
Sending your first Email
Sign into your Bkper account and open the Book where you want to send the email. Click the 'More' button and select 'Record Transactions by email.'
Gmail will open with a new email addressed to your Book.
The Bkper Agent processes your attachment and creates draft transactions for your review.
Using Other Email Providers
While Bkper opens Gmail by default, you can send from any email client. Your book's unique address follows this format:
[bookid]@books.bkper.com
For example: agtzfmJrcGVyLWhyZHITCxIGTGVkZ2VyGICA4Mz1s7cJDA@books.bkper.com
You can find your Book ID in the URL when viewing the book. Save this address as a contact for quick access from Outlook, Yahoo Mail, Apple Mail, or any other client.
Email Structure Reference
Email Field | Becomes |
To | Your book's unique address |
Subject | Comment on the transaction |
Body | Transaction data (date, amount, description) if no attachment |
Attachments | Parsed by Bkper Agent into transactions |
Note: You must have write permissions on a book to record draft transactions by email.