How to Prepare Year-End Accounts with Claude
Prepare year-end accounts with Claude and ToolRouter. Upload bank statements and get complete accounts in one session.
Tool
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
ToolRouterURL
https://api.toolrouter.com/mcp3Let Claude set you up Open Claude
Steps
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
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
- 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