Norman

manage-clients

Manage business clients - list, search, create, or update client information. Use when the user mentions clients, contacts, customers, Kunden, or needs to manage their client database.

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. Use when the user mentions products, services, a price list, catalog, Artikel, Leistungen, or wants to reuse a position on invoices.

monthly-reconciliation

Perform a complete monthly financial reconciliation - review all transactions, match invoices, check outstanding payments, and prepare for tax filing. Use when the user wants to close the month, do monthly bookkeeping, or perform a Monatsabschluss (zamknięcie miesiąca).

norman-inbox

Open Norman Inbox and inspect blocked workflow questions, pending automation approvals and tax reviews. Use when the user asks what needs attention, wants the Inbox UI, or wants to review an automation approval.

overdue-reminders

Find overdue invoices and send payment reminders (Zahlungserinnerungen / Mahnungen) to clients. Use when the user asks about unpaid invoices, overdue payments, payment reminders, Mahnung, or chasing payments.

pl-tax-settings

A Polish JDG or sp. z o.o. reads or changes its tax settings in Norman (forma opodatkowania, stawka ryczałtu, stawka CIT, ZUS, status VAT, JPK_V7M/K, metoda kasowa, proporcja VAT, NIP, numer VAT UE, data rozpoczęcia, urząd skarbowy, przypomnienia, KSeF). Every change is a proposal the owner applies in Norman. Facts only.

reconciliation-cockpit

Open the interactive Reconciliation Cockpit and inspect missing documents, categories, verification and, for a German company, old SKR mappings for a period. Use for a visual bookkeeping review before closing a month or year.

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. Use when the user asks about payroll, Lohnabrechnung, Gehaltsabrechnung, salaries, payslips, Minijob, Midijob, Sozialversicherung, Beitragsnachweis or Lohnsteuer-Anmeldung. Germany only; Norman has no payroll for Polish companies.

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. Use when the user asks Norman to close a month, reconcile the bank, get ready for the VAT return, or "do it every month".

suggest-category

Find the right SKR account code for a bookkeeping category (German SME only; a Polish company picks from list_company_categories). 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?"

ta-company-review

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.

ta-datev-preparation

Prepare a DATEV export for a German client company (Germany only). 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.

ta-missing-receipts

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.

ta-tax-compliance

Tax compliance check for a German or Polish client company. Checks all tax periods (UStVA, ZM and EÜR in Germany; JPK_V7, VAT-UE, PIT or CIT advances and ZUS DRA in Poland), identifies unfiled or overdue reports, verifies tax registration, and generates a compliance summary. Use when a tax advisor asks about tax deadlines, compliance status, or filing obligations.

tax-deduction-finder

Scan transactions for potentially missed tax deductions and suggest proper categorization. Use when the user asks about saving taxes, Steueroptimierung, deductible expenses, Betriebsausgaben, koszty uzyskania przychodu, or wants to check if they are missing any write-offs.

tax-preview

Open a Finanzamt test preview, inspect readiness and tax lines, or refresh filing status without filing. German companies only; a Polish JPK_V7 is read with get_polish_jpk_register and get_polish_jpk_filing_status. Use when the user wants a tax preview UI or asks to review a return before submission.

tax-report

Review and manage tax reports. German companies: VAT (UStVA, ZM, Umsatzsteuer), income tax prepayments and Finanzamt submissions via ELSTER. Polish companies: the JPK_V7 and VAT-UE, PIT or CIT advances, ZUS DRA, the annual PIT and the CIT-8, which Norman prepares and the owner files in the Norman app or outside it. Use when the user asks about taxes, Steuern, podatki, VAT, USt, JPK, Finanzamt, urząd skarbowy, or tax filing.