ToolRecipe for bookkeeping and accounts
From bank export to protected report, the same steps every time
One fast way of working for everyone in your organisation. Nothing leaves your own computer, and your files are ready in one click.
Incoming
- Invoices
- Receipts
- Bank statements
- Excel exports
ToolRecipe
Approved office recipe
- Sort
- Clean up
- Merge
File-ready
File-ready
- One way of working
- Less manual work
- Inside office policy
Jobs that keep coming back
Try it yourself today
Bank and bookkeeping
the bank export, clean in Excel
Open the recipeClient documents
a two-sided scan back in order
Open the recipeYear-end
the annual report, numbered and with a password
Open the recipePayroll
payslips as a PDF with a password, to the employee
Open the tool
And about 410 tools for all your other file work See all tools
How a recipe works
- CSV export
- Empty lines out
- Double rows out
- Real numbers
- Excel file
This is how we set up every job that keeps coming back for you, with your steps and settings:
- the monthly bank export
- the annual report
- the payslips
Why accounting offices choose ToolRecipe
- Client files are not uploaded
- Bank statements and payroll files are processed in the browser on your colleague's own computer. They are not uploaded for processing.
- Every colleague, the same file
- Cleaning up, putting pages in order and protecting become recipes, so a file looks the same whoever prepared it.
- Next to your accounting software
- ToolRecipe prepares what clients send before it goes into your software, and what you export afterwards. No connection is needed.
- Less work in the busy weeks
- Clean-up jobs that keep coming back become one recipe, which counts most around month-end and the annual accounts.
What you get
Try it yourself today
- The recipes and tools on this page
- Tools for PDFs, images, scans, text and data
- Works in the browser, offline too
- In English, German and Dutch
What we set up for your team
- A fixed file layout per client, with your naming rule
- Recipes for month-end and the annual accounts
- Your own address, with your logo
- Sign-in with the work account
- A whole folder in one go
- A missing tool or step, built for you
How it works
- We talk through your files Which client documents come in, what a finished file has to contain, and where it costs time today
- We set up your workspace With your file layout, your naming rule and the recipes for your busy weeks. What is missing, we add
- Your team works from one place Colleagues open ToolRecipe in the browser. The way of working is ready for them
Frequently asked questions
Does it connect to our accounting software?
No, and it does not need to. ToolRecipe works on the files themselves: what a client sends before it goes into your software, and what you export afterwards.
Are client files uploaded?
Supported tools process files on the employee's own computer, and files are not uploaded for processing. This removes one risk; it does not replace your own security rules.
Can every colleague use the same steps?
The recipes above already give everyone the same steps today. For your office we set up your own recipes, with your order of steps and your settings.
Which client files does it handle?
PDFs, scans and photos of pages, CSV and Excel exports, and images. The jobs above are the most common ones; the free tools cover many more.
Does this replace our own security policy?
No. Processing on your own computer removes one risk: files going to outside services to be processed. Your own security rules still apply.
Where is ToolRecipe hosted?
In the EU. The site runs on servers in Austria, and ToolRecipe is run from Vienna. The tools work on your own device, so your files don’t go to us or to anyone else. The privacy policy lists what we store, where, and which services we use for it.
Do we need to install anything?
No. Your team opens a web address. Once the page has loaded, it also works offline.
What does it cost?
For companies we agree a price that fits the size of your team and what we set up for you.
Can it run on our own server?
Ask us. Because the tools do their work in the browser, running it on your own server is possible.
How do we start?
Try the recipe “A bank export, clean in Excel” with a file of your own. Then leave your work email: we write back, look at one job that keeps coming back and set it up as your recipe.
Less time on client documents, more for your clients
Tell us which job keeps coming back for you. Leave your work email and we'll show you how it works as your own recipe.
Or write to info@toolrecipe.com. We answer within two working days.