菜单
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.
用 Codex 或 Claude 帮你安装 复制这段 Prompt，粘贴到 Codex、Claude 或其他助手里，让它检查 Skill 页面并帮你完成安装。
基于 SOC 职业分类
| name | ta-datev-preparation |
| description | 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. |
| version | 1.0.0 |
| metadata | {"openclaw":{"emoji":"📦","homepage":"https://norman.finance","requires":{"mcp":["norman-finance"]}}} |
Help the tax advisor prepare and execute a DATEV export:
get_company_details to check current DATEV configurationupdate_company_detailssearch_transactions with status=UNVERIFIED to find uncategorized transactionslist_company_categories)get_missing_documents_summary to identify transactions without receiptsList any blocking issues before export
trigger_datev_export to generate the DATEV EXTF CSV packageTips:
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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.
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.
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