Norman: Financial Overview

v1.0.1

Get a complete financial overview of the business including balance, recent transactions, outstanding invoices, and upcoming tax obligations. Use when the us...

0· 598· 1 versions· 0 current· 0 all-time· Updated 8h ago· MIT-0
byStan Kharlap@stanlee000·duplicate of @stanlee000/financial-overview

Install

openclaw skills install norman-financial-overview

Provide a comprehensive financial overview by gathering data from multiple sources:

  1. Company details: Call get_company_details to get the business name and context
  2. Current balance: Call get_company_balance to show available funds
  3. Recent transactions: Call search_transactions with a recent date range (last 30 days) to show cash flow
  4. Outstanding invoices: Call list_invoices and highlight unpaid or overdue ones
  5. Tax status: Call get_vat_next_report to show upcoming tax deadlines and get_company_tax_statistics for the tax overview

Present the information in a clear, structured format:

  • Start with the company name and current balance
  • Show a brief income vs expenses summary from recent transactions
  • List any overdue invoices that need attention
  • Highlight upcoming tax deadlines
  • End with actionable recommendations (e.g., "You have 3 overdue invoices totaling X EUR")

Use EUR currency formatting. Be concise but thorough.

Version tags

latestvk971ygh3v6p9n2en105j7jqsas81h81k

Runtime requirements

📊 Clawdis