Built for bookkeepers, never to replace them.

50 hours a month gone, before you bill a dollar of advisory.

That is the data entry tax on a solo book of clients: categorizing, matching receipts, reconciling. Numbra does that grunt work so the expert judgment, and the billable hours, stay yours.

0 h

Every month, on manual work, before the first advisory dollar.

Categorizing transactions90 min × 20 = 30 h
Matching receipts45 min × 20 = 15 h
Reconciling bank feeds30 min × 20 = 10 h

Import a file. Approve the work. Done.

Numbra categorizes, matches receipts, and flags anomalies on your imported data. Nothing posts without your approval, then you export or push to QuickBooks.

Import CSV or Excel

Drop a bank or card export. No live connection required.

AI does the data entry

Categorizes transactions, matches receipts, and flags anomalies, each with a reason.

You approve every entry

Nothing is final until you say so. The AI never posts on its own.

Export or post to QuickBooks

Clean copy-paste, a QuickBooks-importable CSV, or optional one-click posting.

Built for bookkeepers who grow with software, not headcount.

For the solo bookkeeper or small team (1 to 3) who would rather not hire just to keep up with data entry. We work with you, not instead of you, and you stay the bookkeeper of record on every client.

You stay in control

Nothing posts without your approval. Read-only by default, and every action logged.

Your time comes back

Automate the busywork, keep the judgment, and win back hours every week.

Your firm grows

Take on more clients without burning out. Unlimited team seats, no per-seat fee.

Built to automate the busywork, not your judgment.

I built Numbra to do one thing well: take the repetitive part of bookkeeping off your plate so you keep the part clients actually pay for.

Reduce manual data entry

Numbra automates the repetitive 90%, categorizing, receipt matching, and bank reconciliation, so you reclaim hours every week.

Keep records audit-ready

Anomaly detection and an append-only audit trail keep client books accurate and audit-ready, with every action logged.

Scale without hiring

Automate client bookkeeping and per-firm pricing let you take on more clients, and scale your firm, without increasing overhead.

Everything Numbra does.

The whole data-entry job in one place. Each step proposes, you approve, nothing posts on its own.

Receipt OCR

Reads vendor, amount, and date off uploaded receipts so you never retype them.

Auto-match

Pairs each receipt to the right transaction by amount, date, and vendor.

Rules + AI suggester

Learns your patterns, applies your rules, and proposes new ones for next month.

Bank reconciliation

A three-strategy matcher proposes matches with a confidence score; you confirm.

Statements

P&L, Balance Sheet, and AR/AP aging, plus a plain-English summary of the month.

Anomaly detection

Flags duplicate charges, unusual amounts, and reversals without a refund, with a reason.

Vendor consolidation

Groups "AMZN MKTP" and "Amazon.com" into one clean canonical name.

Semantic search

Find anything with plain English from the command bar (⌘K). Never raw SQL.

Voice

Ask out loud or tell Numbra what to do, with on-screen confirmation before anything changes.

Morning Run

Numbra pre-processes the books overnight so a review queue is waiting for you.

1099 + W-9

Collects W-9s, encrypts each SSN or EIN, tracks the $600 threshold, and drafts the 1099-NEC.

Sales tax

Per-transaction sales-tax detail and a Lacerte-importable tax-ready export.

Client portal

A branded portal where clients snap and upload receipts from their phone.

White-label

Your own branding and a custom domain on the client portal.

Audit trail

Every action logged, read-only by default, and revocable QuickBooks access.

Exports

A QuickBooks-importable CSV and a clean copy-paste view, no connection required.

QuickBooks write-back

Approve a proposal and Numbra posts it to QuickBooks. Optional, always human-approved.

Grow without hiring for the grunt work.

A junior bookkeeper to handle the data entry runs about $3,500 to $4,000 a month (US BLS median is roughly $49k a year), before payroll taxes and benefits. Numbra Pro is $199. You keep control and take on more clients, without putting a salary on the busywork.

~$3,500 to $4,000/mo

a junior hire

$199/mo

Numbra Pro

Same data entry handled. You stay the one who signs off.

Source: US BLS Occupational Employment Statistics, Bookkeeping/Accounting/Auditing Clerks, May 2024.


Run your own numbers.

Calculate your savings

At 30 clients × 4h/mo × $75/hr

$9,000

of billable time spent on busywork every month, before you bill a dollar of advisory.


Numbra cuts this by ~70%.

$6,300/mo back

That's 84 hours, or capacity for ~21 more clients. Or a weekend off, every weekend.

Start free trial: see if the math holds for you →

Simple per-firm pricing. Unlimited team seats.

Flat per firm with a client cap, then a small per-client rate. 14-day free trial, no credit card.

Starter

For bookkeepers getting started.

$99/mo

Up to 5 clients, then $15/client

  • Up to 5 clients included
  • QuickBooks write-back with human approval
  • AI OCR, matching & categorization
  • Anomaly detection
  • Client portal + receipt capture
  • Unlimited team seats
Start free trial
Most popular

Pro

For growing multi-client practices.

$199/mo

Up to 20 clients, then $12/client

  • Up to 20 clients included
  • Everything in Starter
  • Tax-ready categories & 1099 workflow
  • Reporting: P&L, Balance Sheet, AR/AP aging
  • Conversational finance Q&A
  • Unlimited team seats
Start free trial

Scale

For firms running at volume.

$599/mo

Up to 50 clients, then $9/client

  • Up to 50 clients included
  • Everything in Pro
  • Priority support
  • White-label client portal included
  • Consolidated multi-entity reporting
  • Unlimited team seats
Start free trial

14-day free trial, no credit card. 30-day money-back guarantee. Unlimited team seats on every plan.

Try it free, no card.

Import a CSV and watch your books get categorized in minutes. Connect QuickBooks later, only if you want to. You stay the bookkeeper of record.

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Questions bookkeepers ask first.

Do I need QuickBooks?
No. That is the whole point. Import a bank CSV or Excel file and Numbra categorizes, matches receipts, flags anomalies, and drafts tax-ready entries with no integration at all. Connecting QuickBooks is an optional upgrade that lets you post the entries you have already approved, and the connection is revocable anytime.
Will the AI mess up my books?
No. The AI proposes, you approve. Rules and AI suggestions only fill a category when you have not already chosen one. Your manual choice always wins, nothing posts without your approval, and every AI action is logged.
What if I cancel?
You export everything first (transactions, receipts, statements, and the audit trail) in a clean archive. Then we disconnect QuickBooks and archive the workspace. Your data is yours.
Can I use it solo?
Yes. Numbra is built for the solo bookkeeper and small teams (1 to 3). You stay the bookkeeper of record on every client, and team seats are unlimited with no per-seat fee.