Bkper Sheets Add-on: Unified Output & Batch Editing
We’ve made two significant improvements to the Bkper Add-on for Google Sheets: unified output formats for all fetch functions, and the ability to save edits to Transactions back to Bkper directly from your spreadsheet.
Unified output formats
Previously, when fetching Transactions, the output format varied depending on your query. If you queried a permanent account (Asset or Liability), you’d get a single-entry format with Debit, Credit, and Balance columns. Otherwise, you’d get a double-entry format with From and To accounts. Combined with optional properties, this meant the output structure was far from standard—making it difficult to build reliable processes on top of it.
Now, the output is always the same. Whether you fetch transactions, accounts, or groups, each output starts with an ID column and always includes properties. One format. No variables.
This consistency matters because many teams already have processes built in Google Sheets—checks, analysis, approvals. When a bank statement is uploaded to Bkper, a financial team might want to review that data in their existing workflow, consolidate or maybe apporve it. With a unified output format, you can build your process once and trust that the data structure won’t change based on what you’re querying.
Save edits back to Bkper
With unified output comes the second major update: you can now save edits from Google Sheets back to Bkper.
Fetch your transactions, modify descriptions, correct accounts, update amounts or properties—then press Save. Your changes are applied directly to the existing transactions in your book.
How it works:
- If a row has a Transaction ID → your changes update that existing transaction
- If a row has no Transaction ID → saving creates a new transaction
The unique Transaction ID from your book, garantees that the modifications made outside of your book for example in a Google Sheet always correspond to the same record in your book. This is also the main reason why properties are no longer optional. If you saved a transaction without its property columns, those properties would be lost. By always including properties in the output, your data remains complete through the round-trip.
The Bkper Agent learns from your edits
When you upload a bank statement to Bkper, the Agent reads the document and records transactions based on your history—completing the From and To accounts for each row. When you later correct an account, the Agent notices the edit, analyzes why it categorized differently, and adjusts its own understanding for next time.
Previously, many were forced to fetch transactions to a sheet, in order to make batch corrections there, recorded the corrected versions as new transactions, followed by a delete of the old Transactions. This practice interrupted the Agent’s learning cycle—it as there was no relation between the initial categorization and the corrected transactions.
Now, when you edit transactions in Google Sheets and save them back, the Agent recognizes these as corrections to its work. It learns from your changes, steadily improving its categorization accuracy over time.
Version control for prompts
Google Sheets maintains version history for every change. This becomes particularly valuable when you’re working with Bkper Agent prompts stored on accounts.
When you want to experiment with a new prompt—perhaps changing how the Agent should categorize certain transactions—it’s easier to edit in a spreadsheet than in Bkper directly. And because Sheets tracks your changes, you can easily roll back to a previous version if the new prompt doesn’t work as expected.
What’s next
For the moment, accounts and groups fetch in a unified format but cannot yet be updated from Sheets. We plan to make these editable as well in a future release.
A note on compatibility
If you had reports built on the previous output formats, you may need to adjust column references. We appreciate your patience and count on your understanding as this change unlocks batch editing and expands what’s possible with Bkper and Google Sheets together.
Learn more: Bkper Add-on for Google Sheets Help
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