Provide a comprehensive financial overview by gathering data from multiple sources:
- Company details: Call
get_company_details to get the business name and context
- Current balance: Call
get_company_balance to show available funds
- Recent transactions: Call
search_transactions with a recent date range (last 30 days) to show cash flow
- Outstanding invoices: Call
list_invoices and highlight unpaid or overdue ones
- 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.
