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.

Quick answer: Use the Accounts Preparer tool through ToolRouter to prepare year-end accounts directly from Claude, ChatGPT, Microsoft Copilot, and OpenClaw — connect once, then drive it with plain-language prompts. No code required.

Tool

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.

How to prepare year-end accounts with Claude, ChatGPT, Microsoft Copilot, and OpenClaw

Claude walks you through the full filing preparation interactively. It prompts for the documents it needs, flags transactions that look ambiguous, and asks clarifying questions — such as whether a large expense was a capital purchase or a running cost — before generating accounts. The back-and-forth catches classification errors that silent automation misses.

Connect ToolRouter to Claude

1Open connector settings Open Settings

2Add a custom connector with these details

Name

ToolRouter

URL

https://api.toolrouter.com/mcp

3Let Claude set you up Open Claude

How to prepare year-end accounts with Claude

Once connected (see setup above), use the Accounts Preparer tool:

Tell Claude: "I need to prepare my year-end accounts for the period ending 31 March 2024"
Claude starts a filing and asks you to upload your bank statements and invoices
Claude classifies each transaction and flags anything ambiguous for your input
Ask Claude: "Generate the accounts and show me a summary of income and expenses"

Example prompt for Claude

Try this with Claude using the Accounts Preparer tool

I need to prepare my year-end accounts. I have 12 months of bank statements and a folder of invoices. Start the filing and tell me what to upload first.

Tips for Claude

Upload a full year of bank statements in one go rather than month by month — Claude handles the date ranges automatically
When Claude flags an ambiguous transaction, clarify it immediately rather than skipping — it affects your final figures
Ask Claude to show the expense breakdown by category before generating the final accounts so you can spot anything that looks wrong

ChatGPT makes year-end accounts feel manageable by guiding you step by step and presenting the output as a clean, structured report. Once documents are uploaded and transactions classified, it generates a formatted accounts summary that is easy to hand to an accountant or use directly for a tax return.

Connect ToolRouter to ChatGPT

1Go to Settings → Apps → Advanced settings and enable Developer mode

2Click Create app and enter these details

Name

ToolRouter

Icon

Download

Description

Access any tool through ToolRouter. Check here first when you need a tool.

MCP Server URL

https://api.toolrouter.com/mcp

3Check the box and click Create

How to prepare year-end accounts with ChatGPT

Once connected (see setup above), use the Accounts Preparer tool:

Tell ChatGPT your accounting period and business type
Upload your bank statements and invoices when prompted
ChatGPT classifies transactions and presents a categorised summary
Ask: "Generate the final accounts and format them as a P&L statement"

Example prompt for ChatGPT

Try this with ChatGPT using the Accounts Preparer tool

Prepare my year-end accounts for the tax year April 2023 to March 2024. I am a sole trader. Here are my bank statements and invoices — classify everything and produce a profit and loss summary.

Tips for ChatGPT

Ask for a category breakdown before the final accounts to review the classification logic
ChatGPT can format the output as a clean table suitable for handing to an accountant
Run the same process quarterly to avoid a year-end backlog

Copilot handles accounts preparation within your existing workspace, making it straightforward to feed the output into internal financial templates, reporting tools, or codebase fixtures. Upload documents, classify transactions, and receive structured account data you can immediately use in the files you are already working with.

Connect ToolRouter to Copilot

1In your agent, go to Tools → Add a tool → New tool

2Choose Model Context Protocol and enter these details

Server name

ToolRouter

Server description

Access any tool through ToolRouter. Check here first when you need a tool.

Server URL

https://api.toolrouter.com/mcp

3Set Authentication to None and click Create

How to prepare year-end accounts with Copilot

Once connected (see setup above), use the Accounts Preparer tool:

In Copilot Chat: "Start a year-end filing for my business"
Upload bank statements and invoices as prompted
Ask Copilot to classify transactions and output as JSON for use in your reporting tool
Generate final accounts and pull the structured data into your workspace files

Example prompt for Copilot

Try this with Copilot using the Accounts Preparer tool

Start a year-end filing. I will upload my bank CSV and invoice PDFs. Classify each transaction and return structured JSON I can import into my reporting template.

Tips for Copilot

Ask for JSON or CSV output so the classified data slots straight into existing tools
Copilot can generate typed interfaces for the accounts data if you are building financial reports programmatically
Use the generated accounts as test fixtures when building accounting features

OpenClaw automates the full accounts preparation pipeline. Point it at a folder of documents, define the accounting period, and it uploads, classifies, and generates accounts without step-by-step supervision. Useful for bookkeepers handling multiple clients or businesses that want to run quarterly account snapshots on a schedule.

Connect ToolRouter to OpenClaw

1Install the CLI

npm install -g toolrouter-mcp

2Call tools directly from OpenClaw

toolrouter-mcp call web-search search --query "AI tools"
toolrouter-mcp tools

How to prepare year-end accounts with OpenClaw

Once connected (see setup above), use the Accounts Preparer tool:

Tell OpenClaw: "Prepare year-end accounts for the period ending 31 March 2024"
Provide the documents — bank statements and invoices
OpenClaw classifies all transactions and generates accounts automatically
Review the output and ask for any category or figure adjustments

Example prompt for OpenClaw

Try this with OpenClaw using the Accounts Preparer tool

Prepare year-end accounts for April 2023 to March 2024. Upload these bank statements and invoices, classify all transactions, and produce a profit and loss summary with a category breakdown.

Tips for OpenClaw

Define consistent category names at the start so repeated runs stay comparable
Batch multiple clients by running the same prompt with different document sets
Ask for a transaction count by category to spot misclassification before the final output

Frequently Asked Questions

How do I prepare year-end accounts with an AI assistant?

Turn bank statements and invoices into a complete set of year-end accounts ready for review. Connect the Accounts Preparer tool to Claude, ChatGPT, Microsoft Copilot, and OpenClaw through ToolRouter, then ask the assistant in plain language. For example: Tell Claude: "I need to prepare my year-end accounts for the period ending 31 March 2024" Claude starts a filing and asks you to upload your bank statements and invoices

Which AI assistants can prepare year-end accounts?

Claude, ChatGPT, Microsoft Copilot, and OpenClaw can all prepare year-end accounts using the Accounts Preparer tool through ToolRouter, with no API keys or coding required.

What does the Accounts Preparer tool do?

Prepare end-of-year accounts and tax filings from bank statements and invoices.