Record Transactions by Email

The Bkper Email integration lets you record new transactions with attachments directly by email. Forward invoices, receipts, bills, or any other documents to your Bkper book, and the Bkper Agent transforms them into draft transactions.

How document parsing works

When you email attachments 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 and 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 opens with a new email addressed to your book. Attach your documents and send.

The Bkper Agent processes your attachments 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

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.