Tools / Accounts Preparer / Use Cases

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Accounts Preparer Use Cases

4 step-by-step guides with instructions for Claude, ChatGPT, Copilot, and OpenClaw.

Open Prepare Year-End Accounts

Prepare Year-End Accounts

Turn bank statements and invoices into a complete set of year-end accounts ready for review.

Accounts Preparer icon
Accounts Preparer
4 agent guides
Open Generate a Tax Filing

Generate a Tax Filing

Convert classified accounts into a completed tax filing and a review PDF ready for submission or accountant sign-off.

Accounts Preparer icon
Accounts Preparer
4 agent guides
Open Classify Business Transactions

Classify Business Transactions

Upload a bank export and automatically categorise every transaction into the right expense or income account.

Accounts Preparer icon
Accounts Preparer
4 agent guides
Open Export Accounts for Accountant Review

Export Accounts for Accountant Review

Generate a clean export and review PDF from your accounts so your accountant has everything they need in one package.

Accounts Preparer icon
Accounts Preparer
4 agent guides