How to send your accountant a clean monthly pack from a Mac

A simple monthly routine for receipts, invoices and bank statements, and how Kempt builds the accountant pack (PDF + CSV) with amounts read from each document.

October pack
Oct 3Adobe$59.99✓
Oct 7Office rent$950.00✓
Oct 12Train tickets$86.40✓
Oct 19Restaurant$188.08⚠
Total$1,284.47
PDFCSVZIP

In short

Your accountant or bookkeeper needs every receipt and invoice for the month, with the amount, and ideally matched to your bank statement. By hand that means one folder per month and a spreadsheet. Kempt builds the pack for you: a merged PDF, a CSV of amounts and a ZIP. In testing it picked 48 of 50 hand-checked documents and read 11 of 11 amounts correctly.

Without any app

  1. One folder per month

    Create “2026-10” and drop every receipt and invoice in it as it arrives.

  2. Name with the amount

    “2026-10-03 Adobe 59.99.pdf” makes totals easy to check.

  3. Tick against the bank

    Open the statement and check off each debit that has a document.

  4. Send one file

    Merge everything in Preview, or zip the folder, and send it with a short list of what’s missing.

Kempt

With Kempt

  • The month, gathered

    Kempt finds the month’s receipts and invoices wherever they were filed.

  • Amounts read, not guessed

    Totals are read from each document; anything unsure is marked ⚠ for you to check.

  • Matched to the bank

    Statements are matched debit by debit. In testing, three real statements balanced to the cent.

Names, files and finds your documents with Apple’s on-device model. Nothing leaves your Mac.

Questions people ask

What does my accountant need every month?

Usually all purchase receipts, sales invoices and bank statements for the period. Ask them for their exact list.

Can I export a CSV of my receipts?

Yes. Kempt’s accountant pack includes a CSV with date, supplier and amount for each document.

Does Kempt replace accounting software?

No. It prepares the documents; your accountant or software does the bookkeeping.

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Kempt needs macOS 26 and Apple silicon.