norman-finance

Review and categorize uncategorized bank transactions, match them with invoices, and verify bookkeeping entries. Use when the user wants to review transactions, categorize expenses, do bookkeeping, or reconcile their bank account.

Create and optionally send a new invoice to a client. Use when the user wants to invoice someone, bill a client, or create a new Rechnung.

Generate a detailed expense breakdown by category for a given period. Use when the user asks for an expense report, spending summary, Ausgabenübersicht, cost analysis, or wants to understand where their money is going.

Get a complete financial overview of the business including balance, recent transactions, outstanding invoices, and upcoming tax obligations. Use when the user asks about their financial status, dashboard, summary, or "how is my business doing?"

Find and attach missing receipts for business transactions. Search Gmail, email, or other sources for invoices and receipts, then upload them to Norman. Use when the user asks about missing receipts, Belege, attaching documents, or finding invoices from emails.

Manage business clients - list, search, create, or update client information. Use when the user mentions clients, contacts, customers, Kunden, or needs to manage their client database.

Perform a complete monthly financial reconciliation - review all transactions, match invoices, check outstanding payments, and prepare for tax filing. Use when the user wants to close the month, do monthly bookkeeping, or perform a Monatsabschluss.

Find overdue invoices and send payment reminders (Zahlungserinnerungen / Mahnungen) to clients. Use when the user asks about unpaid invoices, overdue payments, payment reminders, Mahnung, or chasing payments.

Find the right SKR account code for a bookkeeping category (SME only). Search the full SKR03/SKR04 chart of accounts by code or use AI to match by name or description. Use when an SME user needs help finding a category code, wants to add a new custom category, or asks "what account number is X?"

Full company review for tax advisors. Generates a structured health report covering financials, document completeness, tax compliance, and action items. Use when a tax advisor asks for an overview, health check, or status of a client company.

Prepare a DATEV export for a client company. Verifies all transactions are categorized, receipts attached, DATEV settings configured, and triggers the export. Use when a tax advisor asks to prepare DATEV, export bookkeeping data, or send data to their tax software.

Find and collect missing receipts for a client company. Identify high-priority items, suggest a ping strategy, and bulk-notify the client. Use when a tax advisor asks about missing documents, Belege, or requests receipts from a client.

Tax compliance check for a client company. Checks all tax periods, identifies unfiled or overdue reports, verifies tax registration, and generates a compliance summary. Use when a tax advisor asks about tax deadlines, compliance status, or filing obligations.

Scan transactions for potentially missed tax deductions and suggest proper categorization. Use when the user asks about saving taxes, Steueroptimierung, deductible expenses, Betriebsausgaben, or wants to check if they are missing any write-offs.

Review and manage German tax reports including VAT (Umsatzsteuer), income tax prepayments, and Finanzamt submissions. Use when the user asks about taxes, Steuern, VAT, USt, Finanzamt, or tax filing.