Prepare Year-End Accounts
Turn bank statements and invoices into a complete set of year-end accounts ready for review.
Generate a Tax Filing
Convert classified accounts into a completed tax filing and a review PDF ready for submission or accountant sign-off.
Tool
Having your accounts classified is only half the work. The other half is turning those figures into a tax filing that meets the right format — and getting it reviewed before it goes anywhere near HMRC or a state authority. Most people either do this manually in software that requires accounting knowledge, or pay an accountant to do it for them.
Accounts Preparer generates the actual filing from your classified transactions and produces a review PDF that lays out every figure in a readable format. You can share the PDF with your accountant for sign-off, or review it yourself before confirming submission.
This is particularly useful for sole traders and small limited companies that want to stay in control of their filings without needing a full bookkeeping service.
Agent Guides
Claude
- Connect ToolRouter to Claude: claude mcp add toolrouter -- npx -y toolrouter-mcp
- After preparing your accounts, ask Claude: "Generate the tax filing from these accounts"
- Claude produces the filing and a review PDF
ChatGPT
- Add ToolRouter to ChatGPT using the MCP JSON configuration
- With accounts classified, ask: "Generate the tax filing and review PDF"
- ChatGPT produces both documents and summarises the key figures
Copilot
- Add ToolRouter to your Copilot MCP configuration
- With accounts ready, ask: "Generate the tax filing and review PDF"
- Copilot produces the filing and returns the review data in a structured format
OpenClaw
- Connect ToolRouter to OpenClaw: openclaw mcp add toolrouter -- npx -y toolrouter-mcp
- After accounts classification, ask: "Generate the tax filing and review PDF"
- OpenClaw produces both documents automatically
Related Use Cases
Classify Business Transactions
Upload a bank export and automatically categorise every transaction into the right expense or income account.
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.