Admin - Bergs Bokforing

Industry

Name

Slug

Persona (system prompt)

Demo data template (JSON, cloned per visitor)

{
  "cash": {
    "as_of": "2026-07-07",
    "bank_balance": 184320.5
  },
  "company": {
    "fiscal_year": "2026",
    "name": "Bergs Bygg AB",
    "orgnr": "556677-8899"
  },
  "invoices": [
    {
      "amount": 48750,
      "customer": "Brf Utsikten",
      "due_date": "2026-07-20",
      "id": "F-2043",
      "status": "sent"
    },
    {
      "amount": 22600,
      "customer": "Villa Sjovik",
      "due_date": "2026-07-25",
      "id": "F-2044",
      "status": "sent"
    },
    {
      "amount": 15300,
      "customer": "Brf Backen",
      "due_date": "2026-06-30",
      "id": "F-2042",
      "status": "paid"
    }
  ],
  "templates": [
    {
      "lines": [
        "6212 Telefonkostnader 80%",
        "2641 Ingaende moms 20%",
        "1930 Bank 100% kredit"
      ],
      "name": "Telefoni"
    },
    {
      "lines": [
        "5611 Drivmedel 80%",
        "2641 Ingaende moms 20%",
        "1930 Bank 100% kredit"
      ],
      "name": "Drivmedel"
    },
    {
      "lines": [
        "4010 Inkop material 80%",
        "2641 Ingaende moms 20%",
        "1930 Bank 100% kredit"
      ],
      "name": "Materialinkop"
    },
    {
      "lines": [
        "1930 Bank 100%",
        "3010 Forsaljning 80%",
        "2611 Utgaende moms 20% kredit"
      ],
      "name": "Kundfaktura"
    }
  ],
  "unaccounted": [
    {
      "amount": -582,
      "date": "2026-07-02",
      "text": "Telia Company AB"
    },
    {
      "amount": -845,
      "date": "2026-07-03",
      "text": "Circle K drivmedel"
    },
    {
      "amount": -12400,
      "date": "2026-07-04",
      "text": "Beijer Bygg"
    },
    {
      "amount": 48750,
      "date": "2026-07-05",
      "text": "Faktura Brf Utsikten"
    },
    {
      "amount": -410,
      "date": "2026-07-06",
      "text": "Swedbank rantekostnad"
    }
  ],
  "vat": {
    "deadline": "2026-08-12",
    "period": "Q2 2026",
    "to_pay": 32410
  },
  "verifications": [
    {
      "date": "2026-06-28",
      "lines": [
        "6212 Telefonkostnader 465,60",
        "2641 Ingaende moms 116,40",
        "1930 Bank -582,00"
      ],
      "text": "Telia Company AB",
      "ver_no": "V-101"
    },
    {
      "date": "2026-06-29",
      "lines": [
        "5611 Drivmedel 676,00",
        "2641 Ingaende moms 169,00",
        "1930 Bank -845,00"
      ],
      "text": "Circle K drivmedel",
      "ver_no": "V-102"
    }
  ]
}

Use cases

unaccounted_overview

The user wants to see bank transactions that have not been booked yet.
account_transaction

The user wants to book (kontera) an unaccounted transaction using a template.
create_template

The user wants to create a new konteringsmall (booking template).
templates_overview

The user wants to see the existing booking templates.
search_history

The user wants to see how a similar transaction was booked before.
verifications_overview

The user wants to see recent booked verifications.
invoices_overview

The user wants to see customer invoices and their status.
register_invoice_payment

The user wants to mark a customer invoice as paid.
vat_position

The user asks about VAT (moms) to pay or the VAT deadline.
cash_position

The user asks about the company's cash or bank balance.
general

A greeting, a general or vague enquiry, small talk, or anything that does not clearly fit a specific task.

Industry

Use cases

unaccounted_overview

account_transaction

create_template

templates_overview

search_history

verifications_overview

invoices_overview

register_invoice_payment

vat_position

cash_position

general