How to Prepare Year-End Accounts with Copilot
Prepare year-end accounts with Copilot and ToolRouter. Generate structured financial data from documents in your workspace.
Tool
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
ToolRouterServer description
Access any tool through ToolRouter. Check here first when you need a tool.Server URL
https://api.toolrouter.com/mcp3Set Authentication to None and click Create
Steps
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
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
- 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