One folder, one ZIP, named the same way.
“Prepare for my accountant” builds it on your client’s Mac: every document named by date, seller and number, a Statements folder with the month’s bank statements, Summary.pdf to read and Summary.csv for a spreadsheet.
- 2026-08-14 DesignKit Inc. INV-20931.pdf, not scan_0042.pdf
- Summary.csv, semicolon-separated, opens in Excel
- Sent by Mail, or as a link from iCloud Drive
- Statements
- 2026-08-02 Chmura Hosting FV-2026-08-118.pdf
- 2026-08-05 Orbit Telecom 08-2026-4471.pdf
- 2026-08-09 Coworking Kraków Rynek 91-08-2026.pdf
- 2026-08-14 DesignKit Inc. INV-20931.pdf
- 2026-08-21 Paliwo24 FS-8812.pdf
- Summary.pdf
- Summary.csv