monthly-reconciliation — independently scanned and version-tracked by SaferSkills.
SaferSkills independently audited monthly-reconciliation (Agent Skill) and scored it 100/100 (green). The audit ran 55 deterministic rules across Security, Supply Chain, Maintenance, Transparency, and Community; it found 0 high-severity and 0 lower-severity findings. The full rule-by-rule trace and per-finding evidence are below. Free, methodology-open.
Findings & checks · 0 flagged
Every scanned point with the score it earned and what moved between them.
First recorded scan — no prior version to compare against.
The primary manifest — the file an agent reads to learn what this artifact does.
Guide the user through a complete monthly reconciliation:
search_transactions for the specified month (or last month if not specified)categorize_transaction to assign the correct bookkeeping categorylist_invoices to find invoices from the periodlink_transaction to match payments to invoices. A German invoice is booked when it is issued; a payment of its whole open amount takes that booking over, and so does a payment that pays no other invoice and is within 3 % of the euro value of an invoice in another currency with no credit note and no earlier payment, at the bank's amount (a GmbH/UG books the difference as an exchange gain or loss). For a part payment pass amount: the rest stays open, and the invoice's payments shows what is paid and open. One transfer for several invoices is linked to each invoice with its own amount; an amount above what is open is capped, and the transfer keeps the rest. A payment that is not in the bank feed (cash, card, PayPal) is recorded with record_invoice_payment, which saves the payment and pays the invoice in one step.send_invoice_overdue_remindersearch_transactions with payment_type=NOT_PAID lists them, source=document the ones Norman booked from documents. openAmount and payments say how much is paid.find_booking_payments. Pay it with pay_booking and the payment's id: a payment of the whole open amount takes the booking over (one row, the document's date, the bank's payment date), and so does a payment that pays no other booking and is within 3 % of a booking in another currency that nothing has paid yet; pass amount for a part payment, and the rest stays open. A Norman invoice's booking is paid with link_transaction (Step 2).record_booking_payment with the day, the method and the amount.unlink_payment on the payment; the booking opens again.search_transactions and no_receipt=true, without a status filter: finalizing a booking does not give it a document. Take the unfinalized ones first, as Norman's booking review doesfind_booking_payments with its id. Pay a fitting open booking with pay_booking, then read back the row pay_booking returns (its publicId: the payment in German companies, the booking in Polish ones, whose payment then retires) and use that id from then on: a booking made by hand may have no document, so keep searching while it has none. A Norman invoice's booking (its invoice field in get_transaction) is paid with link_transaction (that invoice id, the payment id), never with pay_booking.list_attachments with has_booking=false and the supplier, and link a match with link_attachment_transactionlist_attachments with has_booking=false and the period's date_from/date_to lists the documents that still wait for a bookingupload_bulk_attachmentschange_transaction_verification: pay_booking refuses finalized paymentsNOT_PAID) are not finalized: they wait for their payment (Step 3)get_company_tax_statistics for the period overviewget_vat_next_report to check if a VAT report is duegenerate_finanzamt_preview to show the draft. Only submit with explicit user confirmation via submit_tax_reportget_filed_report_changes shows what changed per Kennzahl and whether a correction is due (§ 153 AO)list_tax_reports and read it with get_polish_jpk_register and get_polish_jpk_filing_status. There is no Polish submit tool: Norman files the JPK_V7 only after the owner approves and signs it in the Norman appPresent a closing summary:
Be thorough but keep each step interactive - wait for user confirmation before proceeding.
~30 seconds. Free. No account. Every finding cites a rule and a line of evidence.