Streamline Accountant Collaboration: From Hours to Minutes

The monthly ritual of gathering invoices for your accountant is a productivity killer. Searching through emails, downloading PDFs, organizing by date, and creating summary emails—it's a process that hasn't evolved in decades. Until now.

The Traditional Accountant Workflow (And Why It's Broken)

Every month, business owners typically:

1. Search through multiple email accounts for invoices
2. Download each PDF individually
3. Rename files with consistent naming
4. Organize into folders by month/vendor
5. Create summary spreadsheets
6. Email everything to their accountant
7. Answer follow-up questions about missing invoices

This process takes 4-6 hours monthly and is prone to errors and omissions.

The InvOwl Difference

Automatic Invoice Collection

InvOwl continuously monitors your email for invoices:

• Works with Gmail and Outlook
• Recognizes invoices in any format
• Captures attachments and embedded invoices
• Processes forwarded emails

Intelligent Processing

Every invoice is automatically:

• Extracted: Key data pulled via AI/OCR
• Categorized: Organized by type and vendor
• Validated: Checked for completeness
• Stored: Securely backed up in the cloud

Seamless Accountant Delivery

Configure once, automate forever:

• Set your accountant's email
• Choose delivery frequency (real-time, daily, weekly, monthly)
• Select data format (PDF package, CSV, QuickBooks, etc.)
• Include extracted data summaries

What Your Accountant Receives

Instead of a jumbled collection of PDFs, your accountant gets:

1. Organized Invoice Package

• All invoices for the period
• Consistent file naming
• Logical folder structure
• Complete audit trail

2. Data Summary Report

• Vendor list with totals
• Category breakdowns
• Tax summaries
• Payment status

3. Integration-Ready Files

• QuickBooks import files
• Xero-compatible formats
• CSV for custom systems
• API access available

Benefits for Your Accountant

Accountants love InvOwl because it:

• Reduces data entry by 90%
• Eliminates back-and-forth about missing invoices
• Standardizes formats across all clients
• Provides better data for analysis and advice

"My clients using InvOwl save me 2-3 hours per month. I can focus on strategic advice instead of data entry." - Jennifer K., CPA

Advanced Collaboration Features

Real-Time Sync

• Accountants can access invoices immediately
• No more waiting for month-end packages
• Questions resolved instantly

Audit Trail

• Complete history of all invoices
• Track changes and updates
• Compliance-ready documentation

Custom Workflows

• Set approval requirements
• Route specific invoices for review
• Create role-based access

Setting Up Accountant Collaboration

Getting started takes just minutes:

1. Add Accountant Email

   • Go to Settings > Accountant Integration
   • Enter your accountant's email
   • Choose permissions level

2. Configure Delivery

   • Select frequency (we recommend weekly)
   • Choose file formats
   • Set up custom rules

3. Test Integration

   • Send test package
   • Verify receipt
   • Adjust settings as needed

ROI of Better Collaboration

The time savings compound:

• You save: 4-6 hours monthly
• Accountant saves: 2-3 hours monthly
• Reduced errors: Fewer corrections needed
• Faster closing: Books done days earlier

For a business owner billing $100/hour, that's $400-600 in monthly value from time savings alone.

Security and Compliance

InvOwl takes security seriously:

• Bank-level encryption for all data
• SOC 2 compliance for enterprise needs
• Access controls for sensitive documents
• Audit logs for all activities

Transform Your Financial Workflow

Stop wasting time on manual invoice management. Give your accountant the tools they need to serve you better.

Start Free Trial - Your accountant will thank you