Why handing everything over takes a whole evening
It is almost never because the invoices are missing. They exist. They are just not in the same place.
Invoices live in five places
Some in email, some in a WhatsApp message from a supplier, some in a payment provider app and some in a screenshot on your phone. Each source needs its own search.
Whatever is forgotten costs money
An invoice that never reaches your accountant is an expense that is never recognised and input VAT that is never reclaimed. By year end it is hard to recover.
Your accountant has to chase you
And they are right to. Without the documents they cannot close the month, so they remind you, you postpone, and the cycle repeats every single month.
Set it up once, then stop thinking about it
Setup takes under two minutes and requires no change on your side or your accountant’s.
Connect your mailbox
Gmail or Outlook, over a secure read-only connection. OptiPay also scans backwards, so invoices that already arrived are collected too, not only new ones.
Every invoice is read and sorted
Vendor, amount, date and document type are detected automatically. Invoices that arrive over WhatsApp land in exactly the same list.
The report sends itself
The monthly automation is created when you sign up. Add your accountant’s email address and the report reaches them on the 1st of every month. They click nothing and open no account.
What your accountant actually receives
Not a folder of screenshots. A proper working file, in a format they already read, with the original documents attached.
- Excel or CSV file
- A PDF of every invoice attached
- Vendor, date and amount on every row
- Tax invoice, receipt and combined invoice kept apart
- A flag on what is VAT reclaimable
- Filter by month or date range
- A ZIP of all documents together
Under Israeli tax law only a tax invoice or a combined tax invoice/receipt entitles you to deduct input VAT. OptiPay marks the difference instead of leaving it to a manual check.
What to send, and in what format
Different accountants ask for different things, and the format they receive decides how many questions come back to you. We wrote a separate guide on what a report should contain, how often to send it and which mistakes make your accountant come back to you.
Read the full guide to accountant reportsFrequently asked questions
What business owners ask before connecting their first mailbox.
Give your accountant everything, without chasing it
30 days free, no credit card. Connect one mailbox and see what comes back.