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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?"
Codex または Claude でインストール この Prompt をコピーして Codex、Claude、または他のアシスタントに貼り付けると、Skill ページを確認してインストールできます。
SOC 職業分類に基づく
Found a German GmbH or UG (haftungsbeschränkt) through a guided chat. Use when the user wants to open, found or incorporate a company in Germany, start a GmbH/UG, prepare founding documents (Musterprotokoll, Gesellschafterliste) or find a notary for incorporation.
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?"
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.
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.
| name | financial-overview |
| description | 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?" |
| version | 1.0.0 |
| metadata | {"openclaw":{"emoji":"📊","homepage":"https://norman.finance","requires":{"mcp":["norman-finance"]}}} |
Provide a comprehensive financial overview by gathering data from multiple sources:
get_company_details to get the business name and contextget_company_balance to show available fundssearch_transactions with a recent date range (last 30 days) to show cash flowlist_invoices and highlight unpaid or overdue onesget_vat_next_report to show upcoming tax deadlines and get_company_tax_statistics for the tax overviewPresent the information in a clear, structured format:
Use EUR currency formatting. Be concise but thorough.