Automations Portal

The Automations Portal is where you find, install, and manage all available apps, bots, and bank connections for your Bkper books.

The portal is organized into sections for discovering automations and managing them:

• Apps — tools with a user interface, such as the Google Sheets add-on and CSV import/export tools
• Bots — background automations such as the Exchange Bot, Tax Bot, and Subledger Bot
• Bank Connections — links to your banking institutions
• User Connections — your personal authorization status across automations
• Book Integrations — the automations configured on the current book

If you first need help choosing the right automation, start with Apps & Bots.

For monitoring and troubleshooting installed bots, see Monitoring and Troubleshooting Bots.

Accessing the Automations Portal

The portal is accessed from within any book. Open your book, click the Settings menu (gear icon), and select Automations.

Installing an automation

Open the Apps or Bots tab, select the automation you want, and click Install to add it to your book.

After installation, follow any configuration instructions documented in the guide for that specific automation.

Authenticate and authorize

The first time you install an automation, you may need to complete two steps:

• Authenticate with your Google account to confirm your identity
• Authorize the requested permission scopes so the automation can access the resources it needs

Some bots only use your existing Bkper authorization, while others — especially apps and bank connections — may require additional consent.

User connections vs. book integrations

A User Connection represents the authorization link between your user account and an App, Bot, or Bank Connection. A single connection can be used across many books.

A Book Integration represents the configuration of an automation on a specific book. You can have different configurations per book while sharing the same user connection.

This distinction matters when troubleshooting setup issues:

• User Connections control whether the automation is authorized for your user
• Book Integrations control whether the automation is configured on the current book

User connections

The User Connections tab shows all automations connected to your user account, regardless of which book is open.

Use Disconnect to revoke authorization for an automation. This can stop it on every book that depends on your user connection. Use Reconnect to restore authorization when you want to use that automation again.

Note

If you collaborate on a shared book that has a Bank Connection, you will not see that connection on your User Connections — it was authorized by the book owner. Bots that only access Bkper, without additional authorization scopes, may also be absent here because they rely on your Bkper authorization itself.

Book integrations

The Book Integrations tab shows all automations configured on the current book. Click any automation to view its configuration details.

• Bank configurations define which Bkper account receives the transactions imported from the bank connection
• Bot and App configurations show the configuration reference for the current book

Removing an automation from a book

Use Remove in Book Integrations when you want to detach an automation from the current book.

Removing an automation from a book does not revoke your user connection. It only removes the configuration from that specific book. The same user connection can still be used on other books.

After installation

The Automations Portal is for setup and management. It is not the main place to inspect what an automation did after it ran.

• To review app or bot activity in the Activities panel, inspect errors, or replay a failed response when available, use Events
• To understand what a specific automation is for before installing it, use Apps & Bots