From norman-finance
Guides complete monthly financial reconciliation: reviews/categorizes/verifies transactions, reconciles invoices, checks attachments, prepares taxes. Use for month-end bookkeeping or Monatsabschluss.
npx claudepluginhub norman-finance/norman-mcp-server --plugin norman-financeThis skill uses the workspace's default tool permissions.
Guide the user through a complete monthly reconciliation:
Guides Fondo monthly bookkeeping close: answer CPA categorization questions, review financial statements (P&L, balance sheet, cash flow), and handle errors for month-end reporting.
Categorizes uncategorized bank transactions by description, counterparty, and patterns; matches payments to invoices; verifies bookkeeping entries. Use for reviewing transactions, expense categorization, or reconciling accounts.
Records Japanese journal entries (shiwake), imports transactions from CSV/receipts/invoices via CLI, manages ledger with init/search/update/delete. For bookkeeping workflows.
Share bugs, ideas, or general feedback.
Guide the user through a complete monthly reconciliation:
search_transactions for the specified month (or last month if not specified)categorize_transaction to assign the correct bookkeeping categorychange_transaction_verificationlist_invoices to find invoices from the periodlink_transaction to match payments to invoicessend_invoice_overdue_reminderlist_attachments for the periodupload_bulk_attachmentslink_attachment_transaction to connect any newly uploaded receiptsget_company_tax_statistics for the period overviewget_vat_next_report to check if a VAT report is duegenerate_finanzamt_preview to show the draftsubmit_tax_reportPresent a closing summary:
Be thorough but keep each step interactive - wait for user confirmation before proceeding.