Your Accountant Gets a Complete Package on the 1st — Without You Lifting a Finger
Gather every invoice, receipt, bank statement, and expense report from your email and connected sources, bundles them into an organized package with a summary spreadsheet, and delivers it to your accountant on the schedule you set.
adaptiveAbsolutely. I'll connect your Gmail to collect invoices and receipts as they come in throughout the month. On the 1st, I'll compile everything into an organized package with a summary spreadsheet and send it to your accountant. Let me start with your email.
Gmail Connected
Monitoring for invoices, receipts, and statements
Done. I'll watch for Mercury and Gusto emails specifically and file those into their own categories. The final package will have folders for Vendor Invoices, Expense Receipts, Bank Statements, and Payroll — each with the original PDFs. The summary spreadsheet lists every document with vendor, amount, date, and category.
Monthly Package Structure Configured
4 categories · summary spreadsheet · auto-delivery on the 1st
I'll maintain an expected vendor list. If AWS or any regular vendor's invoice hasn't arrived by the 1st, the package ships with a "Missing Documents" section that lists what's outstanding. When the late invoice arrives, I'll send your accountant a follow-up email with just that document attached.
How to set up accountant package preparation in Adaptive
Connect your email and document sources
Link the Gmail accounts where financial documents arrive. Adaptive starts collecting invoices, receipts, and statements immediately.
Set up your vendor list and categories
Tell Adaptive which vendors to expect each month (AWS, Gusto, your bank, etc.) and how to categorize documents. This powers the missing-document detection.
Configure the package format and delivery
Choose your folder structure, summary spreadsheet columns, and delivery date. Add your accountant's email address for automatic delivery.
Review the first package and refine
Adaptive compiles last month's documents as a test run. Review the output with your accountant, adjust categories or formatting, and approve the setup for ongoing monthly delivery.
What Adaptive automates in your accountant package
Continuous document collection
Invoices and receipts are collected from email throughout the month as they arrive, not in a last-minute scramble on the 1st.
Automatic categorization
Each document is filed into the right category — vendor invoices, expense receipts, bank statements, payroll — based on sender, subject, and content.
Summary spreadsheet generation
A clean spreadsheet listing every document with vendor name, amount, date, and category. Ready for your accountant to use without reformatting.
Missing document detection
Tracks expected vendors and flags any document that hasn't arrived by delivery date. Your accountant knows exactly what's outstanding instead of discovering gaps mid-review.
Scheduled delivery to your accountant
The complete package — folders, spreadsheet, and cover sheet — is emailed to your accountant on the date you set. No manual assembly or sending required.
Late document follow-ups
When a missing document arrives after the package was sent, Adaptive automatically forwards it to your accountant as a supplement with context about which month it belongs to.
Frequently asked questions
Common questions about accountant package preparation.
You define which email senders, subject line patterns, and attachment types to collect. Adaptive also learns from the documents you've included in past packages — if you always include the Gusto payroll PDF, it will expect it going forward.
Yes. The folder structure, spreadsheet columns, and file naming conventions are all configurable. Share your accountant's preferred format and Adaptive will match it exactly.
You can manually upload documents or forward them to a designated email address to include them in the month's package. Adaptive adds them to the appropriate category alongside the automatically collected ones.
No. Adaptive handles the document gathering and organization step — the part that's manual and error-prone. The output is a clean package your accountant uses alongside QuickBooks, Xero, or whatever accounting system you use.
Yes. Add your accountant, CFO, or anyone else who needs a copy. Each recipient gets the same complete package delivered on schedule.
Most businesses have their first automated package ready within an hour. Connect your Gmail, define your vendor list and categories, and Adaptive compiles last month's documents as a test. After your accountant reviews and approves the format, ongoing months run hands-off.
Ready to try it?
Describe what you need in plain English. Adaptive builds it for you in minutes — no code, no consultants, no waiting.
Get started
