stanlee000

Perform a complete monthly financial reconciliation - review all transactions, match invoices, check outstanding payments, and prepare for tax filing. Use wh...

Open a Vivid Business account via a remote MCP server. Collects legal entity data from the user in chat, then calls build_onboarding_link to generate a pre-f...

Scan transactions for potentially missed tax deductions and suggest proper categorization. Use when the user asks about saving taxes, Steueroptimierung, dedu...

Generate a detailed expense breakdown by category for a given period. Use when the user asks for an expense report, spending summary, Ausgabenübersicht, cost...

Find and attach missing receipts for business transactions. Search Gmail, email, or other sources for invoices and receipts, then upload them to Norman. Use...

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

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

Get a complete financial overview of the business including balance, recent transactions, outstanding invoices, and upcoming tax obligations. Use when the us...

Review and categorize uncategorized bank transactions, match them with invoices, and verify bookkeeping entries. Use when the user wants to review transactio...

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.