How to Prepare Year-End Accounts with OpenClaw
Prepare year-end accounts with OpenClaw and ToolRouter. Automate document upload, classification, and accounts generation.
Tool
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-mcp2Call tools directly from OpenClaw
toolrouter-mcp call web-search search --query "AI tools"
toolrouter-mcp toolsSteps
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
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
- 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