Google Sheets Add-on
Connect your Bkper Books to Google Sheets for custom reporting, data analysis, and automated Transaction recording.
Google Sheets is a powerful spreadsheet tool where teams collaborate and analyze numbers, build reports, and create dashboards. Bkper connects to it through the Bkper Add-on, separating your transaction data from manual spreadsheet manipulation — guaranteeing data consistency while keeping everything accessible in Google Sheets.
The Add-on works both ways: you can record data from a Sheet into Bkper, and fetch data from your Books into a Sheet.
Record Data from Google Sheets
Export financial data from any software or institution to your Google Sheet, then record it into your Bkper Books with the Add-on. Without additional integrations or complex preparation, you can quickly store financial data as double-entry transactions, consistent over time.
Fetch Data from Bkper
Build dynamic reports on Google Sheets by fetching data from your Bkper Books. These reports stay connected to your Book — each posted Transaction updates the reports automatically. When you change a parameter (such as a date range), the report refreshes with the corresponding data.
Reporting
Bkper does not embed predefined reports in the web app. Instead, you use the features you already know in Google Sheets to create your own reports.
Rather than working with lookup formulas to extract information from raw transactions on a Sheet, you fetch only the relevant data from Bkper — such as total balance values for a specific report or analysis. This reduces the risk of formula inconsistencies, simplifies your workflow, and gives you the flexibility to create new insights quickly while still producing standard financial statements.
Report Templates
Working examples of complete reports built with Bkper Functions:
- Financial Statements — Balance Sheet, Income Statement, and Retained Earnings on Google Sheets
- Profit and Loss — Dynamic P&L report using balance period functions
Printing
Bkper does not include a built-in print button. Instead, fetch the data you need into a Google Sheet using the Add-on, format it however you like — as a Balance Sheet, Income Statement, transaction list, or any custom layout — and use Google Sheets’ built-in printing capabilities.
Google Workspace Marketplace
The Bkper Add-on is free to use and published as an open-source project on GitHub that meets Google’s security standards. Install it from the Google Workspace Marketplace.
What You Can Do
The Add-on supports recording and fetching for all core data types:
| Record to Bkper | Fetch to Google Sheets |
|---|---|
| Transactions | Transactions |
| Accounts | Accounts |
| Groups | Groups |
| Balance Values |
Learn more: Install the Add-on | Bkper Functions | Add-on Sidebar
For common issues, see Known Issues.