Rule: Hetzner14 matches
- TriggerNew bank transaction
- ConditionPayee contains Hetzner
- ApprovalReview first
- ActionCategory hosting
Create rule
Say it once, never book it by hand again
Describe how a recurring transaction should be booked. Norman drafts the rule in the chat, shows which transactions match and then books new ones automatically or after your review. Ideal for subscriptions, rent, software and regular suppliers.
How it works
In Norman or in your AI assistant, with the same data.
- 01
Ask
Write in the chat what should happen with certain transactions:
- From now on, book payments to Hetzner as hosting and check with me first.
- 02
What you get
Norman draws the rule right in the chat: trigger, condition, action. You see which past transactions match and create the rule in one click. In review-first mode, every booking waits for your approval first.
- 03
Go further
- Apply the rule to the transactions since January too.
- Always assign payments from Nordlicht Studio to the client Nordlicht.
- Which rules booked something this month?
- 01
Connect once
Add Norman in Claude or ChatGPT from the directory listing, or enter the MCP address. You sign in to Norman and confirm the access.
https://mcp.norman.finance/mcp - 02
Ask
In Claude, write for example:
- Look at my transactions from the last three months and suggest rules for everything that repeats.
- 03
What you get
Claude looks for recurring payees and amounts, tests each rule against your transactions with a preview and creates it when you agree.
- 04
Go further
- Create only the software rules, in review-first mode.
- Which transactions this month aren't covered by any rule yet?
Who does what
What Norman takes over
Draft the rule
Your sentence becomes a trigger, conditions and actions.
Test it first
The preview shows which past transactions the rule would have matched.
Keep learning
Correct a category and Norman remembers it for similar transactions, even without a rule.
You
What you decide
Automatic or review first
For each rule you choose whether it books right away or waits for your approval.
Undo
The history shows every run, and you can undo any of them.
Pause
Any rule can be switched off without deleting it.
Create your first rule in one sentence
Start for free, connect your bank account and tell Norman how to book.
Start for freeFAQ
What can a rule do besides setting the category?
A rule can assign a client, set the payment method and notify you. Triggers are new bank transactions, uploaded receipts, overdue invoices or a fixed day of the month.
Do rules work for a GmbH or UG?
Yes. For a GmbH or UG, a rule books to the accounts of your chart of accounts, such as SKR03 or SKR04.
What if a rule books something wrong?
Open the rule's history and undo the run. Then adjust the condition or switch the rule to review first.