Norman
Norman lets you issue invoices and close your books without leaving ChatGPT. Sync your bank transactions, send invoices, upload receipts, and file taxes - all while talking naturally with ChatGPT. No accounting jargon, no 15 clicks to reconcile an invoice. When was the last time you issued an invoice by voice? Norman securely connects ChatGPT to your financial workspace, making financial management effortless.
View in the ChatGPT registry↗- Integration type
- Plugin
- Verification status
- Not applicable
- Platform
- ChatGPT
- Primary Subcategory
- Accounting & Bookkeeping
- Secondary Subcategories
- None listed
- Brand
- Norman
- Access
- Account required
- First tracked
- 2026-05-25
- Tool count
- 50
- Geography
- US
The Primary Subcategory used for this profile’s headline score.
Other Subcategories where the Integration is visible.
ChatGPT Plugin Discoverability Score
ChatGPT organic discovery is not live yet
Norman is tracked in the ChatGPT Plugin registry. Public organic-discovery measurement is not live for ChatGPT yet, so there is no score to publish today.
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Competing in ChatGPT Accounting & Bookkeeping
View CategoryHow the Discoverability Score works
Organic discovery scoring for Norman on ChatGPT is not live yet. The score will use measured agent conversations when it launches.
Organic discovery scoring is pending. Your Plugin score will appear on this scale when measurement goes live.
FoundDiagnostic
Whether Claude found your Plugin in connector search. It must be Found before it can reach the picker, but the score counts picker appearances—not search results.
PickedMain score
How often your Plugin appeared in the picker, or Claude invoked it directly, across contested conversations. This percentage is the Discoverability Score; the headline number is rounded.
PositionedDiagnostic
What position your Plugin appeared in when it was shown in the picker. This shows prominence, but it does not affect the score.
50 tools agents can invoke
Use AI to find the best matching SKR categories by name or description. ⚠️ SME ONLY — this tool works exclusively for GmbH/UG companies with a DATEV chart of accounts (SKR03/SKR04). For freelance accounts use 'categorize_transaction' which has its own AI-powered category detection. Sends the query to OpenAI along with the full SKR catalog as context, so it can semantically match even vague or partial descriptions. Returns up to 5 best matching entries with accountNumber, nameDe, nameEn. NOTE: This calls OpenAI — prefer search_skr_by_code when you have a code.
suggest_skr_category
Detect category for a transaction using AI. Args: transaction_amount: Amount of the transaction transaction_description: Description of the transaction transaction_type: Type of transaction ("income" or "expense") Returns: Suggested category information for the transaction
categorize_transaction
Verify or unverify a transaction (finalize or unfinalize). Args: transaction_id: Public ID of the transaction to update verify: If True, verify (finalize) the transaction; if False, unverify (unfinalize) it Returns: Updated transaction information
change_transaction_verification
Create a new attachment with a file. Args: transactions: List of transaction IDs to link attachment_type: Type of attachment (invoice, receipt) amount: Amount related to attachment amount_exchanged: Exchanged amount in different currency attachment_number: Unique number for attachment brand_name: Brand name associated with attachment currency: Currency of amount (default EUR) currency_exchanged: Exchanged currency (default EUR) description: Description of attachment supplier_country: Country of supplier (DE, INSIDE_EU, OUTSIDE_EU) value_date: Date of value vat_sum_amount: VAT sum amount vat_sum_amount_exchanged: Exchanged VAT sum amount vat_rate: VAT rate percentage sale_type: Type of sale additional_metadata: Additional metadata for attachment How to provide the file (pick one): 1. file_url — best if the file has a public HTTP(S) URL 2. file_ref — call request_file_upload first to get an upload link, ask the user to open it in their browser and drop the file, then pass the file_ref here 3. file_content_base64 — ONLY for tiny files under 50 KB NEVER base64-encode images, PDFs, or scans — they will blow up the context window. Use file_url or request_file_upload instead.
create_attachment
Create a new client. Args: name: Client name or business name client_type: Type of client (defaults to "business"), Options: "business", "private" address: Client physical address zip_code: Client postal/zip code email: Client email address country: Client country code (e.g. "DE") vat_number: Client VAT number city: Client city phone: Client phone number Returns: Newly created client record
create_client
Create a new custom company category for the active SME company. ⚠️ SME ONLY — only works for GmbH/UG companies with a DATEV chart of accounts. Not applicable to freelance accounts. Use search_skr_by_code or suggest_skr_category first to find the right account number from the full SKR catalog, then create the category here.
create_company_category
Generate a short-lived upload link that the USER opens in their browser. Call this BEFORE create_attachment when the user wants to attach a file (image, PDF, receipt) and you cannot provide a public file_url. The link opens a drag-and-drop upload page. After the user uploads, the page shows a file_ref token. Use that file_ref in create_attachment. IMPORTANT: Do NOT try to upload the file yourself (curl, base64, etc.). Just give the link to the user and wait for them to upload.
request_file_upload
Create a new invoice. Ask for additional information if needed, for example: - If the client is not found, ask for the client details and create a new client if necessary. - If pyament reminder should be sent, ask for the reminder settings. - If the invoice type is GOODS, ask for the delivery date. - If the invoice type is SERVICES, ask for the service start and end dates. - If the invoice should be sent to the client, ask for the email data. Args: client_id: ID of the client for the invoice items: List of invoice items, each containing name, quantity, rate, vatRate and total. Example: [{"name": "Software Development", "quantity": 3, "rate": 30000, "vatRate": 19, "total": 1071}] // VAT rates might be 0, 7, 19. By default it's 19. Rate and total are in cents. invoice_number: Optional invoice number (will be auto-generated if not provided) issued: Issue date in YYYY-MM-DD format due_to: Due date in YYYY-MM-DD format currency: Invoice currency (EUR, USD), by default it's EUR payment_terms: Payment terms text notes: Additional notes language: Invoice language (en, de) invoice_type: Type of invoice (SERVICES, GOODS) is_vat_included: Whether prices include VAT bank_name: Name of the bank (gets from company details if exists) iban: IBAN for payments (gets from company details if exists) bic: BIC/SWIFT code (gets from company details if exists) create_qr: Whether to create payment QR code (only if BIC and IBAN provided) color_schema: Invoice style color (hex code) font: Invoice font (e.g. "Plus Jakarta Sans", "Inter") is_to_send: Whether to send invoice automatically to client mailing_data: Email data if is_to_send is True. Example: { "emailSubject": "Invoice No.{invoice_number} for {client_name}", "emailBody": "Dear {client_name},...", "customClientEmail": "client@example.com" // email to send the invoice to, if not provided, it will be sent to the client email address } settings_on_overdue: Configuration for overdue notifications. Example: { "isToAutosendNotification": true, // whether to send notification automatically "customEmailSubject": "Reminder: Invoice {invoice_number} is overdue", // custom email subject "customEmailBody": "Dear {client_name},...", // custom email body "notifyAfterDays": [1, 3], // days to notify after the due date "notifyInParticularDays": [] // days to notify in particular dates [2025-05-23", "2025-05-24"] } service_start_date: Service period start date (YYYY-MM-DD) by default it's today, should be provided if invoice_type is SERVICES service_end_date: Service period end date (YYYY-MM-DD) by default it's one month from today, should be provided if invoice_type is SERVICES delivery_date: Delivery date for goods (YYYY-MM-DD) by default it's today, should be provided if invoice_type is GOODS Returns: Information about the created invoice. Use downloadUrl for a direct temporary PDF download link (valid for 1 hour).
create_invoice
Create a recurring invoice that will automatically generate new invoices based on specified frequency. Useful for contracts or services that bill on a regular basis. Always ask for reccurring configuration, for example: - How often to generate invoices (weekly, monthly) - Number of units for frequency (e.g. 1 for monthly = every month, 2 = every 2 months) - Start date - End date - End invoice count (optional) Ask for additional information if needed, for example: - If the client is not found, ask for the client details and create a new client if necessary. - If the invoice number is not provided, ask for it. - If the due date is not provided, ask for it. - If the payment terms are not provided, ask for it. - If the bank details are not provided, ask for it. Args: client_id: ID of the client for the invoice items: List of invoice items, each containing name, quantity, rate, vatRate and total frequency_type: How often to generate invoices ("weekly", "monthly") frequency_unit: Number of units for frequency (e.g. 1 for monthly = every month, 2 = every 2 months) starts_from_date: Date to start generating invoices from (YYYY-MM-DD) ends_on_date: Optional end date for recurring invoices (YYYY-MM-DD). Either ends_on_date or ends_on_invoice_count should be provided. ends_on_invoice_count: Optional number of invoices to generate before stopping. Either ends_on_date or ends_on_invoice_count should be provided. invoice_number: Base invoice number (will be auto-generated if not provided) issued: Issue date in YYYY-MM-DD format due_to: Due date in YYYY-MM-DD format currency: Invoice currency (EUR, USD), by default it's EUR payment_terms: Payment terms text notes: Additional notes language: Invoice language (en, de) invoice_type: Type of invoice (SERVICES, GOODS) is_vat_included: Whether prices include VAT bank_name: Name of the bank iban: IBAN for payments bic: BIC/SWIFT code create_qr: Whether to create payment QR code color_schema: Invoice style color (hex code) font: Invoice font (e.g. "Plus Jakarta Sans", "Inter") is_to_send: Whether to send invoices automatically to client settings_on_overdue: Configuration for overdue notifications service_start_date: Service period start date (for SERVICES type) service_end_date: Service period end date (for SERVICES type) delivery_date: Delivery date (for GOODS type) Returns: Information about the created recurring invoice. Use downloadUrl for a direct temporary PDF download link (valid for 1 hour).
create_recurring_invoice
Create a new manual transaction. For SME companies (GmbH/UG), use company_category_id instead of category_id, and optionally set payment_date and payment_type for accrual accounting.
create_transaction
Delete a client. Args: client_id: ID of the client to delete Returns: Confirmation of deletion
delete_client
Generate a test Finanzamt preview for a tax report. Returns the preview as an inline PNG image (first page) plus a downloadUrl for the full PDF. The image is rendered directly in clients that support MCP ImageContent.
generate_finanzamt_preview
Download an attachment and return it as an inline image. Works for image attachments (PNG, JPEG, GIF, WebP). For PDFs and other non-image files, returns the download URL instead.
get_attachment_preview
Get detailed information about a specific client. Args: client_id: ID of the client to retrieve Returns: Detailed client information
get_client
Get an aggregated financial health snapshot for a client company. Combines company details, balance, transaction stats, missing receipts, outstanding invoices, and tax report status into a single overview. Designed for tax advisors managing multiple client companies. Returns: A structured overview with company info, financial summary, document completeness, and tax compliance status.
get_client_overview
Get the current balance of the company. Returns: Company balance information
get_company_balance
Get detailed information about the user's company.
get_company_details
Get tax statistics for the company. Returns: Company tax statistics data
get_company_tax_statistics
Get the e-invoice XML for a specific invoice. Args: invoice_id: ID of the invoice to get XML for Returns: E-invoice XML data
get_einvoice_xml
Get detailed information about a specific invoice. Args: invoice_id: ID of the invoice to retrieve Returns: Detailed invoice information
get_invoice
Get a visual preview of an invoice. Returns an inline JPEG image of the first page of the invoice PDF, rendered directly in clients that support MCP ImageContent. Also includes a downloadUrl for the full PDF.
get_invoice_preview
List all transactions without receipts for a client company, grouped by month and category with amounts. Useful for tax advisors to know what documents to request from the client. Returns: Summary with total missing count, grouped by month, and a flat list of the top missing transactions ordered by amount.
get_missing_documents_summary
Get the VAT amount for the next report period. Returns: VAT next report amount data
get_vat_next_report
Check the tax compliance status for a client company. Identifies which tax reports are due, overdue, or unfiled, and flags any validation issues. Returns: Compliance summary with report status breakdown and action items.
get_tax_compliance_status
Retrieve a specific tax report. Args: report_id: Public ID of the tax report to retrieve Returns: Tax report details
get_tax_report
Link a transaction to an attachment. Args: attachment_id: ID of the attachment transaction_id: ID of the transaction to link Returns: Response from the link transaction request
link_attachment_transaction
Link a transaction to an invoice. Args: invoice_id: ID of the invoice transaction_id: ID of the transaction to link Returns: Response from the link transaction request
link_transaction
Get list of attachments with optional filters. Args: file_name: Filter by file name (case insensitive partial match) linked: Filter by whether attachment is linked to transactions attachment_type: Filter by attachment type (invoice, receipt, contract, other) description: Filter by description (case insensitive partial match) brand_name: Filter by brand name (case insensitive partial match) Returns: List of attachments matching the filters. Use downloadUrl for direct temporary file download links.
list_attachments
List available Chart of Accounts templates (e.g. SKR03, SKR04) that can be assigned to an SME company.
list_coa_templates
Get a list of all clients for the company. Returns: List of clients with their details
list_clients
List SME company categories from the DATEV chart of accounts (SKR03/SKR04). These categories are specific to the company and are used for GmbH/UG bookkeeping. Each category has a code (e.g. '4200'), name, and cashflow type.
list_company_categories
Get list of available tax states. Returns: List of tax states
list_tax_states
List invoices with optional filtering. Args: status: Filter by invoice status (draft, pending, sent, paid, overdue, uncollectible) name: Filter by invoice (client) name from_date: Filter invoices created after this date (YYYY-MM-DD) to_date: Filter invoices created before this date (YYYY-MM-DD) limit: Maximum number of invoices to return (default 100) Returns: List of invoices matching the criteria
list_invoices
List all client companies managed by the authenticated tax advisor. Each entry includes the company ID, name, account type, transaction count, and number of transactions missing documents. Use the returned company IDs with switch_company to change the active company, or pass them to other tax advisor tools like get_client_overview.
list_tax_advisor_clients
List all available tax reports.
list_tax_reports
Get list of tax settings for the current company. Returns: List of company tax settings
list_tax_settings
Send document request reminders to a client for multiple transactions at once. Each transaction triggers an email to the company owner asking them to upload the missing receipt or invoice. Returns: Summary of which pings succeeded and which failed.
ping_client_for_documents
Search the FULL SKR chart of accounts (SKR03 or SKR04) by account code. ⚠️ SME ONLY — this tool works exclusively for GmbH/UG companies with a DATEV chart of accounts. For freelance accounts use 'categorize_transaction'. Searches the complete catalog (~1000+ entries), NOT just the company's provisioned categories. Use when you know the account number or its prefix. Returns matching entries with accountNumber, nameDe, nameEn.
search_skr_by_code
Search for transactions matching specified criteria. Args: description: Text to search for in transaction descriptions from_date: Start date in YYYY-MM-DD format to_date: End date in YYYY-MM-DD format min_amount: Minimum transaction amount max_amount: Maximum transaction amount category: Transaction category limit: Maximum number of results to return (default 100) no_invoice: Whether to exclude invoices no_receipt: Whether to exclude receipts status: Status of the transaction (UNVERIFIED, VERIFIED) cashflow_type: Cashflow type of the transaction (INCOME, EXPENSE) Returns: List of matching transactions with sensitive data removed
search_transactions
Send an invoice via email. Args: invoice_id: ID of the invoice to send subject: Email subject line body: Email body content additional_emails: List of additional email addresses to send to is_send_to_company: Whether to send the copy to the company email (Owner) custom_client_email: Custom email address for the client (By default the email address of the client is used if it is set) Returns: Response from the send invoice request
send_invoice
Send an overdue payment reminder for an invoice via email. Args: invoice_id: ID of the invoice to send reminder for subject: Email subject line body: Email body content additional_emails: List of additional email addresses to send to is_send_to_company: Whether to send the copy to the company email (Owner) custom_client_email: Custom email address for the client (By default the email address of the client is used if it is set) Returns: Response from the send overdue reminder request
send_invoice_overdue_reminder
Submit a tax report to the Finanzamt. Args: report_id: Public ID of the tax report to submit Returns: Response from the submission request and a link to the tax report from reportFile to download. If response status is 403, it means a paid subscription is required to file the report.
submit_tax_report
Switch the active company context. All subsequent tool calls will operate on the selected company. Tax advisors can use this to switch between client companies; regular users can switch if they own multiple companies.
switch_company
Trigger a DATEV export for the company's transactions in the specified period. Generates a ZIP containing a DATEV EXTF CSV, a human-readable statement CSV, and optionally all attached documents. Only finalized transactions are included.
trigger_datev_export
Update an existing client. Args: client_id: ID of the client to update name: Updated client name client_type: Updated client type ("business" or "private") address: Updated client physical address zip_code: Updated client postal/zip code email: Updated client email address country: Updated client country code (e.g. "DE") vat_number: Updated client VAT number city: Updated client city phone: Updated client phone number Returns: Updated client record
update_client
Update company information. For SME companies you can also set chart_of_accounts, DATEV advisor/client numbers.
update_company_details
Update a tax setting. Always generate a preview of the tax report @generate_finanzamt_preview before submitting it to the Finanzamt. Args: setting_id: Public ID of the tax setting to update tax_type: Type of tax (e.g. "sales"); Options: "sales", "trade", "income", "profit_loss" vat_type: VAT type (e.g. "vat_subject"), Options: "vat_subject", "kleinunternehmer", "vat_exempt" vat_percent: VAT percentage; Options: 0, 7, 19 start_tax_report_date: Start date for tax reporting (YYYY-MM-DD) reporting_frequency: Frequency of reporting (e.g. "monthly"), Options: "monthly", "quarterly", "yearly" Returns: Updated tax setting
update_tax_setting
Update an existing transaction. For SME companies, use company_category_id and payment fields.
update_transaction
Upload multiple file attachments in bulk. Priority: file_urls > file_refs > files_base64. Do NOT base64-encode images or PDFs — it will exceed the context window.
upload_bulk_attachments
Validate a tax number for a specific region. Args: tax_number: Tax number to validate region_code: Region code (e.g., DE for Germany) Returns: Validation result
validate_tax_number
How do I improve a ChatGPT Plugin's discoverability?
The levers are the listing surface agents actually read: names, descriptions, keywords, tool metadata, and registry health. Which lever matters depends on where discovery breaks, which is what continuous measurement shows.
What are Norman alternatives on ChatGPT?
As of 2026-08-14, Norman competes with AgentCollect, Akaunting, Cryptoworth, Digits, Double, ExpenseBot, Fattura24, Fiscal Pro, Granatum Financeiro, HelpDol, Inkle, Intuit QuickBooks, Jaz Accounting, Kick, MyCarTracks, NP Ledger, QBO Connector by Meridian, Voder in ChatGPT Accounting & Bookkeeping, ranked by public Discoverability Score.
Where is this profile measured?
This profile uses the geography attached to the latest public registry snapshot: US. Locale tags are intentionally omitted.