Tools / Accounts Preparer / Use Cases / Prepare Year-End Accounts

Prepare Year-End Accounts

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

Tool
Accounts Preparer icon
Accounts Preparer

Every year, small business owners spend hours sorting bank statements, reconciling invoices, and trying to produce accounts that match what actually happened. The process is tedious, error-prone when done manually, and typically requires either expensive accountant time or software that still demands significant input.

Accounts Preparer takes your uploaded documents — bank exports, PDF invoices, receipts — and classifies each transaction into the right category automatically. It then generates a complete set of accounts showing income, expenses, and profit, structured to the standards your accountant or filing requires.

Freelancers, sole traders, and small limited companies use this to cut weeks of annual prep down to a single session. The output is a clean set of accounts ready for a final review, not a starting dump of raw data.

Agent Guides

Claude

  1. Connect ToolRouter to Claude: claude mcp add toolrouter -- npx -y toolrouter-mcp
  2. Tell Claude: "I need to prepare my year-end accounts for the period ending 31 March 2024"
  3. Claude starts a filing and asks you to upload your bank statements and invoices
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ChatGPT

  1. Add ToolRouter to ChatGPT using the MCP JSON configuration
  2. Tell ChatGPT your accounting period and business type
  3. Upload your bank statements and invoices when prompted
Read full guide →

Copilot

  1. Add ToolRouter to your Copilot MCP configuration
  2. In Copilot Chat: "Start a year-end filing for my business"
  3. Upload bank statements and invoices as prompted
Read full guide →

OpenClaw

  1. Connect ToolRouter to OpenClaw: openclaw mcp add toolrouter -- npx -y toolrouter-mcp
  2. Tell OpenClaw: "Prepare year-end accounts for the period ending 31 March 2024"
  3. Provide the documents — bank statements and invoices
Read full guide →

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