What are the requirements to use this skill?

This skill requires the norman-finance MCP server to be configured and accessible within your Claude Code environment.

Can I manage receipts and documentation with this skill?

Yes, you can upload bulk attachments and link specific receipts to transactions to ensure your bookkeeping entries are audit-ready.

What is the Categorize Transactions skill?

It is a specialized capability for Claude Code that automates bank reconciliation and transaction categorization using AI and the Norman MCP server.

Does this support specific accounting standards?

Yes, it is optimized for the German SKR04 chart of accounts, making it ideal for entrepreneurs and businesses operating in the European economy.

How does it match invoices to payments?

The skill searches your records for unpaid invoices that match the transaction amount or client name, then uses the link_transaction function to connect them.

AI Bookkeeping & Transaction Categorization

Name: AI Bookkeeping & Transaction Categorization
Author: norman-finance

bynorman-finance

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Productivity & Workflow

Automates the categorization of bank transactions and matches them with invoices for streamlined financial management.

The categorize-transactions skill simplifies financial management for entrepreneurs by automating the review and organization of bank transactions. By integrating with the Norman MCP server, it intelligently suggests bookkeeping categories based on counterparty data and historical patterns, matches incoming payments to unpaid invoices, and ensures compliance with standard charts of accounts like SKR04. This skill streamlines the reconciliation process by allowing users to verify entries and link necessary receipts in manageable batches, significantly reducing the manual effort required for tax preparation and business accounting.

Key Features

01Automated invoice matching by amount and client name

02Batch transaction verification for efficient reconciliation

03Pattern-based detection for recurring subscriptions

04Smart transaction categorization using SKR04 chart of accounts

0520 GitHub stars

06Bulk receipt attachment and document linking

Use Cases

01Matching customer payments to open invoices in real-time

02Organizing business expenses for tax season preparation

03Automating monthly bank reconciliation and bookkeeping

What are Skills?·How to Install

Install with 🐟 Skill.Fish

npx skillfish add norman-finance/norman-mcp-server categorize-transactions

For use in Claude.ai and ChatGPT

Download Skill