How does it handle missing invoices or receipts?

The skill identifies transactions without linked attachments and prompts you to upload the missing documents, ensuring your records are audit-ready.

Does this skill require specific hardware or software?

It requires the norman-finance MCP server to be configured and connected to your financial data source.

What is the primary purpose of the Monthly Reconciliation skill?

It automates the end-of-month bookkeeping process, guiding you through transaction categorization, receipt matching, and tax preparation for a complete financial close.

Is it compatible with European tax standards?

Yes, it is specifically designed for entrepreneurs in the European economy, with built-in support for VAT reporting and German 'Monatsabschluss' workflows.

Can this skill submit tax reports to the government?

Yes, it can generate a Finanzamt preview for VAT reports and will only submit them to tax authorities after you provide explicit confirmation.

Monthly Financial Reconciliation

Name: Monthly Financial Reconciliation
Author: norman-finance

bynorman-finance

•

Productividad y Flujo de Trabajo

Automates the end-of-month bookkeeping process by reconciling transactions, invoices, and tax documentation within Claude.

The Monthly Financial Reconciliation skill streamlines the 'Monatsabschluss' process for entrepreneurs by guiding users through a structured, interactive workflow. It automatically identifies uncategorized transactions, matches payments to invoices, flags missing receipts, and prepares VAT reports for tax filing. By integrating directly with the Norman MCP server, it ensures financial accuracy and compliance for businesses operating in the European economy, transforming a complex manual task into an AI-guided verification process.

Características Principales

0120 GitHub stars

02Interactive transaction categorization and verification

03VAT report generation with Finanzamt-ready previews

04Comprehensive monthly summaries of income, expenses, and liabilities

05Automated invoice-to-payment matching and payment reminders

06Missing receipt detection and bulk document management

Casos de Uso

01Preparing and reviewing VAT tax filings before submission to tax authorities

02Auditing business records to identify overdue invoices and missing expense documentation

03Closing a fiscal month with full reconciliation of bank transactions and receipts

What are Skills?·How to Install

Install with 🐟 Skill.Fish

npx skillfish add norman-finance/norman-mcp-server monthly-reconciliation

For use in Claude.ai and ChatGPT

Download Skill