norman-financial-overview

Provide a comprehensive financial overview by gathering data from multiple sources:

1. Company details: Call get_company_details to get the business name and context
2. Current balance: Call get_company_balance to show available funds
3. Recent transactions: Call search_transactions with a recent date range (last 30 days) to show cash flow
4. Outstanding invoices: Call list_invoices and highlight unpaid or overdue ones
5. Tax status: Call get_vat_next_report to show upcoming tax deadlines and get_company_tax_statistics for the tax overview

Present the information in a clear, structured format:

• Start with the company name and current balance
• Show a brief income vs expenses summary from recent transactions
• List any overdue invoices that need attention
• Highlight upcoming tax deadlines
• End with actionable recommendations (e.g., "You have 3 overdue invoices totaling X EUR")

Use EUR currency formatting. Be concise but thorough.