Setup & Installation
Or with the ClawHub CLI, for registry-managed skill folders outside a full OpenClaw workspace:
What This Skill Does
Guides users through a complete monthly financial close: categorizing transactions, matching invoices to payments, checking for missing receipts, and generating VAT reports for submission. Designed for freelancers and small businesses using Norman Finance.
Walks through every reconciliation step interactively in one session, catching missing receipts, unmatched invoices, and upcoming tax deadlines that are easy to overlook across separate tools.
When to use it
- Closing the books at the end of each month
- Matching incoming payments to open invoices
- Finding and categorizing uncategorized bank transactions
- Sending overdue payment reminders before month-end
- Generating a VAT draft report for Finanzamt submission
Example Workflow
Here's how your AI assistant might use this skill in practice.
User asks: Close January 2026 for me
- 1Search transactions for January 2026 and suggest categories for uncategorized entries
- 2Confirm categories with the user, then mark all transactions as verified
- 3List invoices for the period and link matched payments using link_transaction
- 4Identify transactions missing receipts and prompt the user to upload them
- 5Fetch tax statistics and VAT report status, generate Finanzamt preview if a report is due
Closing summary showing total income and expenses, invoices sent vs. paid, outstanding receivables, VAT liability, and any remaining action items
Requirements
Accounts, API keys, or tools you or your AI assistant may need to set up while using this skill.