Most year-end stress is not about the numbers. It is about the pile. Receipts in a downloads folder, invoices in three inboxes, a few photos on your phone, and a vague feeling that something is missing.
Your accountant does not need you to understand all of it. They need it in one place, named clearly, with the gaps pointed out. That is a job an AI team does well.
One plain sentence before we start: this is organizing, not tax advice. Murage sorts your paperwork and drafts a summary. It files nothing, and it does not tell you what you can claim. Your accountant decides what applies to you.
What you are aiming for
A good packet for an accountant has three parts:
- Sorted folders. Receipts and invoices filed by client and category, with file names that mean something.
- A gap list. What is missing, unreadable or unclear, so you can chase it before the meeting.
- A one-page summary. Totals by category, written so your accountant can scan it in a minute.
The tax-time folder use case does exactly this. Here is how to run it.
Step 1: put the paperwork in one folder
Make a folder called Tax, or whatever you like, and drop everything in. Photos and PDFs both work. Statements, invoices you sent, receipts you were given.
Don't sort anything first. Sorting is the job. If a file is a strange scan, leave it in: unreadable and unclear files go on the gap list.
Give a bot that folder as its working folder, so the job stays focused on it.
Step 2: give the brief
You can ask your Chief of Staff, or start a team from the team library. Here is a brief you can paste and adjust:
Sort the receipts and invoices in the Tax folder by client and category. Give every file a clear name: date, who it is from, and what it was for. List anything missing, unreadable or unclear. Write a one-page summary of totals by category for my accountant. Do not give tax advice, do not file anything, and do not send or delete anything.
The last line matters. Saying what the team must not do keeps the job narrow. New bots also start in Ask mode, which asks before changes on Claude Code and Codex, so keep this job to sorting and drafting.
Step 3: read the gap list first
When the team finishes, start with the list of gaps, not the summary. It will name things like:
- Receipts that are blurry or cut off.
- Files it could not place in any category.
- Receipts you would expect but that are not in the folder.
Say you open the list and find three unclear items. Each one is a two-minute question you can answer now, instead of a surprise in the accountant's office. Answer them, add any missing files to the folder, and ask the team to run again.
Step 4: turn files into rows if you need a spreadsheet
Some accountants like a spreadsheet more than a folder. The paperwork to spreadsheet use case reads each file and fills one row for it: date, who, amount. Every row names its source file, so you can open the original and check any number. Files it cannot read go on a separate list, not into the sheet as guesses.
Add a line to your brief if you want this:
Also build a spreadsheet with one row per file: date, vendor, amount, category, and the source file name. List any file you could not read.
Step 5: keep it from piling up again
The reason the pile gets so big is that nobody looks at it until the end. A smaller version of the same job, run weekly, fixes that. The weekly expense summary goes through the latest receipts, totals them by category, flags subscriptions that repeat and drafts a short summary, so the Tax folder is nearly sorted by the time the year ends.
Put it on a routine, say every Friday. Bots can propose a routine, and nothing is scheduled until you Confirm it. See routines for the details.
One honest limit: routines run while your computer is on and Murage is open. A run up to 12 hours late still happens when Murage is back. After that it is marked missed.
What stays with you
The team does the sorting and the drafting. These stay with you:
- Sending the packet. Nothing goes to your accountant until you send it.
- Filing anything. The team files nothing with any tax office.
- Deleting originals. Your brief tells the team to delete nothing.
- Judgment calls. What counts as what, and what you can claim, is for you and your accountant.
For more on how the asking works, read the stop line.
A note on your files
Your files stay on your computer. The text of what a bot reads is processed by the AI engine you chose, under that provider's terms. If a document is sensitive, pick the engine you are comfortable with for it.
Try it
Pick one folder: this year's receipts, or just the last quarter if the year feels like too much. Download Murage, give the bot the folder, paste the brief above and read the gap list first. Then forward the finished packet to your accountant yourself.