stanlee000

Review and categorize uncategorized bank transactions, match them with invoices, and verify bookkeeping entries. Use when the user wants to review transactions, categorize expenses, do bookkeeping, or reconcile their bank account.

Take: Source-aware scan found normal operational surface via environment, network, or shell-related references.

Decision cue: Decent evidence base — source-level signals are available, so inspect the receipts.

norman-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.

Take: Source-aware scan found normal operational surface via environment, network, or shell-related references.

Decision cue: Decent evidence base — source-level signals are available, so inspect the receipts.

financial-overview

Get a complete financial overview of the business including balance, recent transactions, outstanding invoices, and upcoming tax obligations. Use when the user asks about their financial status, dashboard, summary, or "how is my business doing?

Take: Source-aware scan found normal operational surface via environment, network, or shell-related references.

Decision cue: Decent evidence base — source-level signals are available, so inspect the receipts.

norman-expense-report

Generate a detailed expense breakdown by category for a given period. Use when the user asks for an expense report, spending summary, Ausgabenübersicht, cost analysis, or wants to understand where their money is going.

Take: Source-aware scan found normal operational surface via environment, network, or shell-related references.

Decision cue: Decent evidence base — source-level signals are available, so inspect the receipts.

norman-financial-overview

Take: Source-aware scan found normal operational surface via environment, network, or shell-related references.

Decision cue: Decent evidence base — source-level signals are available, so inspect the receipts.

norman-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.

Take: Source-aware scan found normal operational surface via environment, network, or shell-related references.

Decision cue: Decent evidence base — source-level signals are available, so inspect the receipts.

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.

Take: Source-aware scan found higher-privilege capability areas (email), but that alone is not evidence of malicious behavior.

Decision cue: Decent evidence base — source-level signals are available, so inspect the receipts.

norman-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, or wants to check if they are missing any write-offs.

Take: Source-aware scan found normal operational surface via environment, network, or shell-related references.

Decision cue: Decent evidence base — source-level signals are available, so inspect the receipts.

norman-tax-report

Review and manage German tax reports including VAT (Umsatzsteuer), income tax prepayments, and Finanzamt submissions. Use when the user asks about taxes, Steuern, VAT, USt, Finanzamt, or tax filing.

Take: Source-aware scan found normal operational surface via environment, network, or shell-related references.

Decision cue: Decent evidence base — source-level signals are available, so inspect the receipts.

norman-find-receipts

Insufficient Evidenceconfidence: source evidencesource-scanned

Find and attach missing receipts for business transactions. Search Gmail, email, or other sources for invoices and receipts, then upload them to Norman. Use when the user asks about missing receipts, Belege, attaching documents, or finding invoices from emails.

Take: Source-aware scan found higher-privilege capability areas (gmail, email), but that alone is not evidence of malicious behavior.

Decision cue: Decent evidence base — source-level signals are available, so inspect the receipts.

vivid-business-account-opening

Use Cautionconfidence: source evidencesource-scanned