Automations Portal

The Automations Portal is where you find, install, and manage all available Apps, Bots, and Bank Connections for your Bkper books.

The portal is organized into sections for discovering new automations and managing existing ones:

• Apps — tools like the Google Sheets add-on and CSV Import/Export
• Bots — automated agents like the Exchange Bot, Tax Bot, and Subledger Bot
• Bank Connections — links to your banking institutions
• User Connection — your personal authorization status across all automations
• Book Integration — the automations configured on the current book

Accessing the Automations Portal

The portal is accessed from within any book. Open your book, click the Settings menu (gear icon), and select Automations.

From the Apps or Bots tab, open the automation you want and click Install to add it to your book.

User connections vs. book integrations

A User Connection represents the authorization link between your user account and an App, Bot, or Bank Connection. A single connection can be used across many books.

A Book Integration represents the configuration of an automation on a specific book. You can have different configurations per book while sharing the same user connection.

User connections

The User Connection tab shows all automations connected to your user account, regardless of which book you are viewing.

Clicking a Connected automation lets you revoke authorization by clicking Disconnect. Disconnecting immediately stops the automation on all books where it was configured.

Clicking a Disconnected automation lets you reauthorize it by clicking Reconnect.

Note

If you collaborate on a shared book that has a Bank Connection, you will not see that connection on your User Connections — it was authorized by the book owner. Bots that only access Bkper (without additional authorization scopes) are also not listed here, since they use the Bkper authorization itself.

Book integrations

The Book Integrations tab shows all automations configured on the current book. Click any automation to view its configuration details.

• Bank configurations define which Bkper account receives the recorded transactions from the bank connection.
• Bot and App configurations show the configuration reference. Click Remove to detach an automation from the book — this does not revoke the user connection or affect other books.