When bookkeepers merge PDFs
- A year of statements in one file for a loan application, an audit request or a client's records.
- Receipts behind an expense report: the report first, then every receipt.
- Month-end packages: bank reconciliation, statement, and supporting documents together.
- Invoices and their backup before sending them to a client.
Tips
- Name the files with a date first (2026-01, 2026-02…) and they'll be easy to put in order.
- If some pages are photos of receipts, turn them into a PDF with JPG to PDF first, then merge.
- Merged statements can still be converted: the statement converter recognizes several statements in one PDF and reads each month separately.