Welcome to Bookepr: your first four steps

Bookepr keeps the books for your business. It reads your bank activity and your documents, suggests how each transaction is categorized, and turns the result into reports you and your accountant can trust. Four steps get you there.

1. Connect a bank or card account

Open Banking and choose Connect account. You sign in at your bank through a secure window. Bookepr never sees your bank password. Once connected, balances and transactions arrive on their own.

2. Upload the documents you already have

Open Uploads and add receipts, invoices, and statements. Bookepr reads each document and lines it up with the matching transaction when it can.

3. Work through the review queue

Open Review. Each transaction arrives with a suggested category and payee. Approve the ones that look right, fix the ones that do not, and Bookepr learns from your choices.

4. Check a report

Open Reports and run the Profit and Loss for this month. If a number looks wrong, click it to see the transactions behind it.

When you are ready, invite your accountant from Settings → Accountant access. They see the same books you do.