Can I use this for freelance accounts?

No, freelance accounts should use the categorize_transaction tool, which uses a different category set and specialized AI detection.

Does it support both SKR03 and SKR04?

Yes, it automatically detects the company's active template and searches the corresponding catalog based on whether they use SKR03 or SKR04.

Can it create new categories automatically?

Yes, the skill can check if a category exists and, if not, create a new one using the correct account code, name, and cashflow type.

What company types is this skill designed for?

This skill is specifically optimized for German SMEs (GmbH/UG) that utilize the DATEV standard charts of accounts (SKR03 or SKR04).

How does the AI matching work for account codes?

The suggest_skr_category tool uses semantic search to match user descriptions like 'travel costs' to the most relevant German accounting code in the catalog.

DATEV SKR Account Suggester

Name: DATEV SKR Account Suggester
Author: norman-finance

bynorman-finance

•

Productividad y Flujo de Trabajo

Identifies and suggests the correct German SKR03/SKR04 chart of account codes for SME bookkeeping and tax automation.

This skill streamlines financial management for German SMEs (GmbH/UG) by providing instant access to the DATEV standard chart of accounts (SKR03/SKR04). It enables Claude to assist users in finding specific account codes through both direct prefix lookups and AI-powered semantic matching, ensuring accurate categorization for tax filing and internal bookkeeping. By integrating directly with company category lists, it prevents duplicate entries and simplifies the process of expanding a company's financial structure within the Norman finance ecosystem.

Características Principales

01AI-powered semantic matching for finding SKR categories by name or purpose

02Direct integration for creating and listing custom company bookkeeping categories

03Support for both SKR03 and SKR04 standard German charts of accounts

0445 GitHub stars

05High-speed CSV lookup for specific DATEV account number prefixes

06Automated company type validation to ensure SME-specific compliance

Casos de Uso

01Determining the correct account number for specific expenses like 'software subscriptions' or 'office rent'

02Checking if a specific DATEV code is already provisioned in the company's account setup

03Creating new custom categories for a GmbH/UG using standardized German accounting practices

Características Principales

01AI-powered semantic matching for finding SKR categories by name or purpose

02Direct integration for creating and listing custom company bookkeeping categories

03Support for both SKR03 and SKR04 standard German charts of accounts

0445 GitHub stars

05High-speed CSV lookup for specific DATEV account number prefixes

06Automated company type validation to ensure SME-specific compliance

Casos de Uso

01Determining the correct account number for specific expenses like 'software subscriptions' or 'office rent'

02Checking if a specific DATEV code is already provisioned in the company's account setup

03Creating new custom categories for a GmbH/UG using standardized German accounting practices