All Collections
Using Bkper
Bank Connections
Add a bank or credit card connections to Bkper
Add a bank or credit card connections to Bkper
Raquel avatar
Written by Raquel
Updated this week

How to connect to a bank or credit card?

  1. Open your book.

  2. Go to the Transactions page.

  3. Click the Configuration Menu (⚙️) on the right side of the page.

  4. Click 'Automations'.

  5. Click 'Banks'.

  6. Select a country that are colored on the map.

  7. Search and select your bank.

  8. Read the Privacy Policy and click 'Continue'.

  9. Insert your credentials.

  10. Once you establish a connection you can configure on which account in a book the transactions should be recorded.

  11. Choose the period.

  12. Press 'Save configuration'.

From now on, transactions of this bank or credit card connection will be recorded in Bkper as they occur at the institution.

In the beginning you will have to help the Bkper Bookbot to discover the counter account of the recorded drafts. Over a short period time the Bkper Bookbot will complete the drafts for you.

Note: If you select a long period of historical data, it might take up to two days for those transactions to appear on your book, as that data has to be gathered at the bank. In some case historical data it is not supported by the institution, in this case you have to import the historical data.

Did this answer your question?