Help Center

Improved

Sign-in, multi-factor authentication, devices and sessions, email changes, and privacy choices.

Invite an accountant, connect to a firm, and control what they can see and do.

Profit and loss, balance sheet, account detail, and how to read them.

Review suggested categories, fix payees, handle duplicates, and keep the ledger clean.

Upload receipts, invoices, and statements, and review what Bookepr reads from them.

Connect, re-authorize, and manage the bank and card accounts that feed your books.

Step-by-step walkthroughs of complete tasks, from a first bank sync to a month-end review.

Your first week in Bookepr: connect a bank, upload documents, review categorizations, and invite your accountant.

A thirty-minute routine that leaves your books ready for your accountant.