Month end is ready for the accountant, without collecting anything.
Smart folders that fill themselves: invoices by card, statements from every account, payment confirmations. At month end you click send and your accountant gets everything, organized by month.
| Folder | Documents | Month | Status |
|---|---|---|---|
| Invoices, card 1234 | 38 | September 2026 | Complete |
| Statements, checking account | 1 | September 2026 | Complete |
| Transfer confirmations | 12 | September 2026 | Complete |
| Petty cash | 6 | September 2026 | 2 missing |
What is inside
Decide what goes into each folder: invoices of a specific card, statements of an account, transfer confirmations. The rest happens by itself.
Every month is a unit: see what was collected, what is missing and when it was sent. A closed month stays as it was.
A document that arrives late goes into the catch-up folder and is sent with the next month, without confusing what was already sent.
One file with everything, by email to the accountant or as a download. With a history of every send.
Balances, confirmations and reports the accountant returns are kept in the same place.
Your invoice folder rules are mirrored here, so nothing is filed twice.
What the app does on its own
These things happen in the background so you do not have to remember them. Each costs credits, and you see how many before it runs.
- Fills the folders by your rules
- Pulls statements at the start of every month
- Flags what is missing before sending
- Sends to the accountant when you approve
How to start
Like Drive, with a rule for each folder. You can start from our recommended structure.
Invoices, statements and confirmations land in the right place during the month.
The accountant gets an email with everything, and you see when it was sent and what was in it.
Works together with
Invoices
Statements
Credit cardsQuestions about Accountant documents
Does the accountant need an account?
Not required. They get an email with one file. If you want, invite them as a user and they can log in and download by themselves.
Turn on Accountant documents in a minute.
Open an account, turn on the app, and see how it works with your real business data. No credit card.