Prepare Year-End Accounts
Turn bank statements and invoices into a complete set of year-end accounts ready for 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.
Tool
Handing accounts to an accountant usually involves emails with multiple attachments, version confusion, and follow-up questions about where certain figures came from. The handoff process wastes time on both sides and often delays the filing.
Accounts Preparer generates a structured export and a formatted review PDF that contain all the information an accountant needs — transaction detail, category totals, and the derived accounts figures. The export is clean and consistent, not a raw dump of unprocessed data.
Accountants and bookkeepers find this useful for client onboarding, while business owners use it to reduce back-and-forth and get a faster turnaround on their annual filing.
Agent Guides
Claude
- Connect ToolRouter to Claude: claude mcp add toolrouter -- npx -y toolrouter-mcp
- With accounts prepared, ask: "Generate an export and review PDF for my accountant"
- Claude produces both documents with all transaction and accounts data
ChatGPT
- Add ToolRouter to ChatGPT using the MCP JSON configuration
- Ask: "Generate an export and review PDF for accountant handoff"
- ChatGPT produces both documents with a summary of key figures
Copilot
- Add ToolRouter to your Copilot MCP configuration
- Ask: "Generate an accounts export and review PDF"
- Copilot produces both documents and returns structured data
OpenClaw
- Connect ToolRouter to OpenClaw: openclaw mcp add toolrouter -- npx -y toolrouter-mcp
- After accounts generation, ask: "Generate an export and review PDF"
- OpenClaw produces both documents automatically
Related Use Cases
Generate a Tax Filing
Convert classified accounts into a completed tax filing and a review PDF ready for submission or accountant sign-off.
Classify Business Transactions
Upload a bank export and automatically categorise every transaction into the right expense or income account.