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Currency ExchangeLive and historical exchange rates
AI Tools for Accountants
AI tools that help accountants automate research, track regulations, analyze financial data, and prepare client-ready documents.
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SegmentRevenueYo y change
iPhone$201.2B+4%
Services$96.2B+14%
Mac$34.8B+8%
iPad$28.3B+2%
Wearables & Other$27.1B-3%
Source: SEC EDGAR · Apple 10-K FY2025
SEC filing research
Pull 10-K, 10-Q, and 8-K filings from EDGAR for any public company. Extract revenue figures, segment breakdowns, risk factors, and management discussion without manually navigating the SEC website.
Pull Microsoft's most recent 10-Q and summarize the revenue by segment — I need it for the quarterly audit workpaper.
MSFT Q2 FY2026 10-Q filed Jan 28: Intelligent Cloud $26.4B (+21%), Productivity $19.8B (+13%), Personal Computing $14.2B (+7%). Total: $60.4B.
ToolRouter search_filings
SegmentRevenueYo y growth
Intelligent Cloud$26.4B+21%
Productivity & Business$19.8B+13%
Personal Computing$14.2B+7%
Total: $60.4B · Filed Jan 28 · Source: SEC EDGAR
Tax bracket and deduction lookup
Instantly retrieve current federal and state tax brackets, standard deduction amounts, contribution limits, and phase-out thresholds. Stop manually hunting through IRS publications during tax season.
What are the 2026 401(k) contribution limits, including catch-up contributions for those over 50?
2026 limits: Employee elective deferral $23,500. Catch-up (50+): $7,500 additional. Total combined employer+employee: $70,000.
ToolRouter get_limits
401(k) Employee Deferral
$23,500 (up from $23,000 in 2025)
Catch-Up Contribution (Age 50+)
$7,500 additional · total $31,000
Combined Employer + Employee
$70,000 maximum
IRA Contribution Limit
$7,000 · Catch-up $1,000 (Age 50+)
Financial modeling and valuation
Run DCF valuations, bond pricing, option calculations, and portfolio analysis without building spreadsheets from scratch. Get quick sanity checks on client valuations and investment analysis.
Calculate the fair value of a company with $3.2M free cash flow, 12% discount rate, 3% terminal growth, and $1.5M in net debt.
DCF valuation: Enterprise value $35.6M. Equity value (less net debt): $34.1M. Sensitivity range at 10-14% WACC: $28.4M to $44.2M.
ToolRouter calculate_dcf
Enterprise Value
$35.6M at 12% WACC · 3% terminal growth
Equity Value
$34.1M (less $1.5M net debt)
Sensitivity Range
$28.4M at 14% WACC → $44.2M at 10% WACC
Terminal Value
$28.8M (81% of total enterprise value)
Excel workbook generation
Create formatted Excel workbooks with financial statement templates, pivot-ready data tables, and formula-driven dashboards. Generate client-ready spreadsheets without starting from blank sheets.
Create an Excel workbook with a 12-month P&L template. Include rows for revenue, COGS, gross profit, operating expenses broken into 6 categories, and net income. Add SUM formulas.
Created a formatted Excel workbook with your P&L template, conditional formatting for negative values, and SUM/subtotal formulas pre-built.
ToolRouter create_workbook
CategoryJanFeb
Revenue$0$0
COGS$0$0
Gross Profit=Rev-COGS=Rev-COGS
Net Income=formula=formula
3 sheets generated · P&L + Balance Sheet + Cash Flow
Currency and exchange rate tracking
Get live and historical exchange rates for multinational clients. Essential for foreign currency translation, intercompany eliminations, and year-end revaluation of foreign-denominated assets.
What is the current EUR/USD rate, and what was the average rate for Q1 2026? I need it for quarterly currency translation.
Current EUR/USD: 1.0842. Q1 2026 average: 1.0791. Range: 1.0623 (Jan 15) to 1.0984 (Mar 22). Historical data attached for your workpaper.
ToolRouter get_rate
EUR/USD
Regulatory and compliance monitoring
Track new SEC enforcement actions, CFPB rulings, and Federal Register updates that affect your clients. Stay ahead of regulatory changes without manually monitoring multiple government websites.
Search for recent SEC enforcement actions related to revenue recognition or financial reporting in the past 6 months.
Found 8 SEC enforcement actions related to revenue recognition since October 2025, including 3 against public companies for premature revenue booking.
ToolRouter search_actions
DateRespondentIssue
Feb 2026Apex Technologies Inc.Premature revenue recognition — channel stuffing
Jan 2026Sterling Financial CorpBill-and-hold revenue recorded early
Nov 2025DataPath SolutionsSide agreements negating revenue criteria
8 actions total since Oct 2025 · 3 involve public companies
Ready-to-use prompts
Pull SEC 10-K filing
Search for Tesla's most recent 10-K annual filing on SEC EDGAR. Extract the total revenue, net income, and operating cash flow for the past 3 fiscal years.
Tax bracket lookup
Show the 2026 federal income tax brackets for married filing jointly, including the standard deduction and capital gains rates.
Run DCF valuation
Calculate a DCF valuation: Free cash flow $2.5M, growth rate 10% for 5 years then 3% terminal growth, WACC 11%, net debt $800K. Show the sensitivity table.
Build P&L spreadsheet
Create an Excel file with a monthly P&L statement for January through December. Include revenue, COGS, gross margin, SG&A, R&D, depreciation, interest, and net income rows with SUM formulas.
Exchange rate history
Get the daily EUR/USD exchange rate for the full month of March 2026. Calculate the monthly average and identify the high and low dates.
Check regulatory actions
Search for SEC and PCAOB enforcement actions in 2026 related to audit failures or auditor independence violations.
Research economic indicators
What were the latest US CPI, PPI, and unemployment figures? Include month-over-month and year-over-year changes.
Company due diligence
Look up registration details, directors, and filed accounts for "Global Innovations Inc" in the US. Include SIC code and incorporation state.
Bond valuation
Price a 10-year corporate bond with a 5.5% coupon, semi-annual payments, $1000 par value, and a current market yield of 6.2%.
Tools to power your best work
SEC FilingsSEC EDGAR filings & financial data
Regulatory ActionsSEC, CFPB, FDIC & Federal Register
Tax ReferenceUS tax brackets, rates & limits
Financial CalculatorDCF, bonds, options & portfolios
Excel ToolsCreate, read & modify Excel
Company LookupCompany data for UK, US & EU
Economic DataCensus, FRED, and labor stats
165+ tools.
One conversation.
Everything accountants need from AI, connected to the assistant you already use. No extra apps, no switching tabs.
Audit engagement research
Prepare for a new audit engagement by gathering the client's public filings, verifying company details, and checking for relevant regulatory actions.
Tax season client prep
Quickly gather all the reference data needed during tax preparation: current brackets, contribution limits, and relevant financial data.
Multinational consolidation data
Gather exchange rates, economic data, and financial information needed for consolidating foreign subsidiaries.
Frequently Asked Questions
Can I use these tools for tax return preparation?
Tax Reference provides current brackets, deductions, contribution limits, and phase-out thresholds — essential reference data during tax season. Combine it with Excel Tools to generate client-ready tax organizers and workpapers.
How current is the SEC filing data?
SEC Filings pulls directly from the EDGAR database, so filings are available as soon as they are published by the SEC. This includes 10-K, 10-Q, 8-K, proxy statements, and insider trading forms.
Can the financial calculator handle complex scenarios?
Yes. Financial Calculator supports DCF valuations, bond pricing (including callable bonds), Black-Scholes option pricing, portfolio optimization, and loan amortization. It handles multi-scenario sensitivity analysis with variable discount rates.
Are exchange rates suitable for financial statement translation?
Currency Exchange provides daily spot rates and historical averages from established market data sources. For audited financial statements, document the source and date in your workpapers and verify against your firm's approved rate source.
Can I generate formatted Excel reports for clients?
Excel Tools creates professionally formatted workbooks with formulas, conditional formatting, and multiple sheets. You can generate P&L templates, balance sheets, amortization schedules, and data analysis tables ready for client delivery.
How do these tools help with continuing education?
Regulatory Actions keeps you informed about SEC and PCAOB enforcement trends, while Deep Research can compile summaries of new accounting standards and regulatory changes — helping you stay current without spending hours on manual research.
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