Bookkeeping, invoices & taxes
Bookkeeping, invoicing and tax workflows for freelancers and small businesses in the EU, including Germany and Poland. Connect Norman to your AI to work with your invoices, receipts, transactions and accounts. More
What you can ask Show my expenses for last month, grouped by category. Copy
Example path list_company_categories → suggest_skr_category Reconciliation cockpit skill
Help me create an invoice for a client. Show my VAT figures and upcoming tax deadlines. MCP connector Server URL https://mcp.norman.finance/mcpCopy Login OAuth Tools Reads data130 analyze_ categorize_ check_ find_ find_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ list_ list_ list_ list_ list_ list_ list_ list_ list_ list_ list_ list_ list_ list_ list_ list_ list_ list_ list_ list_ list_ list_ list_ list_ list_ list_ list_ list_ list_ list_ list_ list_ list_ list_ list_ list_ list_ open_ preview_ preview_ preview_ read_ render_ render_ render_ scan_ search_ search_ search_ suggest_ suggest_ suggest_ suggest_ validate_ validate_
Changes data67 change_ complete_ create_ create_ create_ create_ create_ create_ create_ create_ create_ create_ create_ create_ create_ create_ create_ create_ generate_ generate_ generate_ get_ get_ get_ get_ link_ mark_ pause_ pay_ prepare_ prepare_ prepare_ preview_ record_ record_ record_ record_ record_ render_ render_ request_ resend_ set_ set_ set_ switch_ trigger_ undo_ update_ update_ update_ update_ update_ update_ update_ update_ update_ update_ update_ update_ update_ update_ update_ update_ update_ upload_ upload_
Deletes or can't be undone74 add_ answer_ apply_ apply_ approve_ approve_ approve_ archive_ ask_ cancel_ cancel_ complete_ confirm_ continue_ convert_ create_ create_ create_ create_ create_ deactivate_ delete_ delete_ delete_ delete_ delete_ delete_ delete_ dismiss_ dismiss_ duplicate_ end_ fulfill_ invite_ link_ make_ mark_ match_ pay_ ping_ prepare_ reject_ remove_ reply_ request_ request_ request_ reset_ resume_ reverse_ rollback_ save_ send_ send_ send_ set_ sign_ skip_ stop_ submit_ submit_ switch_ unlink_ unschedule_ update_ update_ update_ update_ update_ update_ update_ update_ update_ update_
Skills 29 in the ChatGPT listing
Accounting cutover Analyze and migrate opening balances or prior DATEV books into Norman's SME Ledger. Categorize transactions Review and categorize uncategorized bank transactions, match them with invoices, and verify bookkeeping entries. Company incorporation Found a German GmbH or UG (haftungsbeschränkt) through a guided chat. Corporate tax registration Prepare the corporate tax registration (Fragebogen zur steuerlichen Erfassung for a GmbH/UG) through a guided chat. Create invoice Create and optionally send a new invoice to a client. Document review Open interactive Document Review, filter extracted invoices and receipts, and inspect documents needing a transaction match. Expense report Generate a detailed expense breakdown by category for a given period. Financial overview Get a complete financial overview of the business including balance, recent transactions, outstanding invoices, and upcoming tax obligations. Find receipts Find and attach missing receipts for business transactions. Get started Connect Norman and discover its accounting tools and interactive views. Gewerbe registration Prepare a German trade-office registration (Gewerbeanmeldung, form GewA 1) through a guided chat. Ledger explorer Open interactive Ledger Explorer, inspect account balances and drill into postings for a period. Manage clients Manage business clients - list, search, create, or update client information. Manage products Manage the Products & Services catalog - list, create, update, or archive the products and services a company sells, and fill invoice lines from them. Monthly reconciliation Perform a complete monthly financial reconciliation - review all transactions, match invoices, check outstanding payments, and prepare for tax filing. Norman inbox Open Norman Inbox and inspect blocked workflow questions, pending automation approvals and tax reviews. Overdue reminders Find overdue invoices and send payment reminders (Zahlungserinnerungen / Mahnungen) to clients. Pl tax settings A Polish JDG or sp. Reconciliation cockpit Open the interactive Reconciliation Cockpit and inspect missing documents, categories, verification and, for a German company, old SKR mappings for a period. Run payroll month Run the monthly payroll (Lohnabrechnung) of a German GmbH or UG with Norman — check people and changes, calculate, approve, pay, Beitragsnachweis and Lohnsteuer-Anmeldung. Run workflow Run a Norman workflow (month-end close, monthly reconciliation, VAT-return readiness, invoice to payment, client document requests) on Norman's servers, answer the questions it asks, and schedule it to run by itself. Suggest category Find the right SKR account code for a bookkeeping category (German SME only; a Polish company picks from list_company_categories). Ta company review Full company review for tax advisors. Ta datev preparation Prepare a DATEV export for a German client company (Germany only). Ta missing receipts Find and collect missing receipts for a client company. Ta tax compliance Tax compliance check for a German or Polish client company. Tax deduction finder Scan transactions for potentially missed tax deductions and suggest proper categorization. Tax preview Open a Finanzamt test preview, inspect readiness and tax lines, or refresh filing status without filing. Tax report Review and manage tax reports. 
PitchBook Premium#72