[Use cases](https://www.automaticcompany.co/use-cases/) · [Money, tax & books](https://www.automaticcompany.co/use-cases/category/money/) # Rebuild your entity history and file taxes after selling a business A solo founder who sold most of his business used OpenClaw instead of his usual CPA. Over two days it reconstructed his entity history and cost basis from old returns, built a P&L from raw bank data and guided him field by field through tax software. [OpenClaw](https://www.automaticcompany.co/use-cases/agent/openclaw/) Added Oct 13, 2026 ## What they did On day one he gave OpenClaw the purchase agreement, LLC amendments, old K-1s, returns back to 2012 and bank statements, and asked it to read them in order. It traced the company through several entity conversions, followed his cost basis and wrote a summary of numbers, forms and open questions. On day two, in a long session, he clicked through tax software while OpenClaw told him what to enter, and it prepared his side LLC's P&L from bank transactions. ## How it went The poster says It caught a date error by his former accountant, found a cheaper tax software tier than the one being pushed, and an income method it suggested lowered his underpayment penalty. He only had to recategorize one bank transaction, and the whole job cost far less than last year's CPA fee. ## Good to know Letting it drive the tax software itself was too slow, so he clicked while it guided. The software double-counted part of the sale gain and needed a workaround, and one K-1 was estimated, so an amended return is likely. ## A prompt to try Read every document in in date order, including past returns, operating agreements and the sale agreement. Write a summary of how my business entity changed over time, my cost basis at each step, the forms I need this year, and open questions. Then build a P&L for from , listing any transaction you are unsure how to categorize. ## Source [x.com](https://x.com/dvassallo/status/2039450517143974105) · published Apr 1, 2026 · checked Oct 13, 2026 ## Want this running for you? The [E-commerce pack](https://www.automaticcompany.co/packs/e-commerce/) is a bot team we set up and run that does this kind of work. ## More in Money, tax & books - [ Muse · Money, tax & books ### Find a recurring charge you forgot and get it waived A product newsletter writer asked Muse to scan a year of Gmail receipts for recurring charges. It found an idle cloud database he was still paying for and, after a first refusal, got the provider to waive the charges. - ](https://www.automaticcompany.co/use-cases/muse-meta-find-idle-cloud-charge-get-it-waived/) - [ OpenAI dots · Money, tax & books ### Catch a forgotten invoice and send it after approval In its dots launch post, OpenAI says an early tester's dot noticed he had forgotten to invoice a publication, prepared the invoice, and sent it only after he approved. OpenAI gives no further detail or figures. - ](https://www.automaticcompany.co/use-cases/dots-early-tester-forgotten-invoice/) - [ Hermes Agent · Money, tax & books ### Draft client invoices from task and time logs A Swiss web agency gave Hermes access to its time-tracking and task tools plus a written invoicing skill. The agent checks completed, approved work, creates invoice drafts with a client summary, and a person reviews and sends every invoice. The poster says support billing is about half of revenue and the time saved is large but gives no figure. - ](https://www.automaticcompany.co/use-cases/hermes-agency-invoice-drafting/) ## Want this running for your business? We pick the bots, set them up in your account and run them. They do the work while you run the business. [ Hire your team ](https://www.automaticcompany.co/founding-waitlist/)