An intelligent finance management skill that automates bank reconciliation, invoice matching, and bookkeeping verification.
Install & Download
1. ClawHub CLI
The fastest way to install a skill directly from the registry.
npx clawhub@latest install norman-categorize-transactions
2. Manual Installation
Copy the skill folder to one of these locations
~/.openclaw/skills/ <project>/skills/ Priority: Workspace > Local > Bundled
3. Prompt Installation
Copy this prompt to OpenClaw to install it automatically.
Help me install norman-categorize-transactions using Clawhub. If Clawhub is not installed, install it first (npm i -g clawhub).
Prefer to download?
Get the raw skill files in a ZIP archive.
What is Categorize Transactions?
The Categorize Transactions skill is a powerful financial automation tool designed for users of Openclaw Skills who need to manage business or personal finances efficiently. It bridges the gap between raw bank data and structured bookkeeping by leveraging smart pattern recognition to suggest categories, match incoming payments to invoices, and organize receipt attachments.
This skill is particularly valuable for users requiring high-precision financial tracking. It supports complex bookkeeping standards, including the SKR04 chart of accounts, ensuring regulatory compliance and data accuracy. By integrating this into your workflow, you can significantly reduce the manual labor involved in monthly reconciliations and tax preparation.
Categorize Transactions Use Cases
- Reconciling monthly bank statements with high accuracy and minimal manual input.
- Identifying and categorizing recurring subscription expenses automatically based on historical patterns.
- Matching incoming customer payments to outstanding invoices to maintain up-to-date accounts receivable.
- Managing bulk receipt uploads and linking them to specific transactions for audit-ready records.
- Verifying bookkeeping entries to maintain a clean and professional financial record within Openclaw Skills.
How Categorize Transactions Works
- The skill identifies uncategorized or unverified transactions by querying the connected financial database.
- It analyzes transaction metadata including descriptions, counterparties, and amounts to suggest the most likely bookkeeping category.
- The user or agent applies the suggested category (supporting SKR04 for German business standards) to the transaction.
- The system cross-references unpaid invoices to link incoming payments automatically using amount and client matching.
- Supporting documents and receipts are attached to the transaction record to ensure a complete audit trail.
- Finally, the transaction is marked as verified, signaling it is ready for final accounting export.
Categorize Transactions Setup
To utilize this skill, you must have the Norman Finance MCP server configured. Follow these steps to integrate it with your Openclaw Skills environment:
# Ensure the Norman Finance MCP is accessible
# Add the skill to your configuration
openclaw install categorize-transactions
Ensure your API keys for the Norman Finance platform are set in your environment variables to allow the agent to fetch and update your transaction data.
Categorize Transactions Data Schema & Taxonomy
The skill organizes financial data into a structured taxonomy for clear reporting:
| Field | Description |
|---|---|
| Transaction ID | Unique identifier for the bank entry |
| Category | SKR04 compliant bookkeeping category assigned to the entry |
| Verification | Status flag indicating if the transaction has been reviewed |
| Invoice Link | Reference mapping the transaction to a specific invoice |
| Attachments | Metadata for linked receipts or supporting PDF documents |
Categorize Transactions Advanced Features
- Smart pattern recognition that detects recurring payments and suggests categories based on historical data.
- Full support for the SKR04 chart of accounts, catering specifically to professional German bookkeeping requirements.
- Batch processing capability, allowing users to review and verify transactions in manageable groups of 10 to 15.
- Seamless multi-tool orchestration between banking records, invoice management, and document storage within the Openclaw Skills ecosystem.
- Automated invoice matching based on complex heuristics like amount variance and counterparty identification.
SKILL.md
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