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Account and security
Sign-in, multi-factor authentication, devices and sessions, email changes, and privacy choices.
Working with your accountant
Invite an accountant, connect to a firm, and control what they can see and do.
Reports
Profit and loss, balance sheet, account detail, and how to read them.
Transactions and categorization
Review suggested categories, fix payees, handle duplicates, and keep the ledger clean.
Documents and receipts
Upload receipts, invoices, and statements, and review what Bookepr reads from them.
Bank connections
Connect, re-authorize, and manage the bank and card accounts that feed your books.
Tutorials
Step-by-step walkthroughs of complete tasks, from a first bank sync to a month-end review.
Getting started
Your first week in Bookepr: connect a bank, upload documents, review categorizations, and invite your accountant.