You authorize
Authorize or disconnect the institution under your own user account.
Bank Connections
Securely connect your banks and centralize financial data.
Connect your bank and credit card accounts and let transactions flow into Bkper automatically as they become available from your financial institutions. Bkper never stores your bank credentials, and every transaction remains visible for review.
How it works
How Bank Connections Work
Connect your accounts, receive transactions automatically as they become available, and keep every record visible for review.
- 01
Connect
Securely authorize your bank or credit card account.
Learn more - 02
Receive
Transactions flow into your Book automatically as your financial institution makes them available.
- 03
Review
Organize, reconcile, and confirm every transaction with a clear activity trail.
A shared source of truth
Consolidate, reconcile, and report in one place.
Each bank and card account remains distinct, so you can reconcile data from multiple financial institutions and see your complete financial position in a single, organized view. Then analyze and report on your financial data directly in Google Sheets with powerful functions.
Explore Sheets integration Bank and card activity
- Checking account
- Credit card
- Savings account
Bkper Book
- Activity ready to reconcile
- Calculated balances
- Reporting and automation
Secure by Design
Bank credentials stay private. The Book stays collaborative.
Bkper never stores your bank credentials. You connect directly to your own financial institution, while accountants, bookkeepers, and collaborators can manage the shared Book without receiving sensitive banking information. Enterprise-grade security is built in.
See securityYour team works in the Book
Book permissions control who can organize and review transactions.
Every action stays traceable
Bank Connections and people remain identifiable in the Book activity trail.
Institution availability
Find your financial institution.
Choose your country and search by institution name to check direct connection availability.
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Availability can vary by institution status, account type, and provider conditions.
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The coverage summary above is still available.
No direct connection available?
Import PDF or OFX statements with the Bkper Agent. It creates draft transactions for you to review in your Book.
Import statements with the Bkper Agent →
FAQ
- Which banks are supported?Bkper connects to over 11,000 financial institutions, including major banks, credit unions, and credit card providers across the US, Europe, and Brazil. For other regions, you can import statements via the Bkper Agent.
- How do bank connections work?Bkper uses secure, industry-standard connections to link your bank accounts. Once connected, transactions are automatically imported into your Bkper books shortly after they clear at your financial institution.
- How quickly do transactions appear?Transactions typically appear in Bkper within hours of clearing at your bank. The exact timing depends on your financial institution, but most transactions are available within the same business day.
- Is my banking data secure?Yes. Bkper never stores your bank credentials. You connect directly to your financial institution using industry-standard OAuth authentication. All data is encrypted in transit and at rest on Google Cloud infrastructure.
- Who owns and controls a Bank Connection?The person who authorizes the financial institution owns and controls the connection. It can be linked to a shared Book, where collaborators can handle day-to-day work without receiving access to the owner’s bank credentials.
- Can I disconnect or reconnect my bank?Yes. You can disconnect a Bank Connection at any time. If a connection expires or stops working, reconnect the original connection instead of creating a new one to reduce the risk of duplicate transactions.
Ready to connect your bank?
Link your accounts and let transactions flow in automatically. Try Bank Connections free for 45 days. No credit card required to start.