Features
Everything Numbra does for bookkeepers.
The whole data-entry job in one place. Each step proposes, you approve, nothing posts on its own. Explore each feature below.
AI categorization
AI transaction categorization for bookkeepers. Numbra drafts a category and a reason for every line, you approve. Free trial, no credit card.
AI transaction categorization for bookkeepers →
Receipt OCR
Receipt OCR and auto-matching for bookkeepers. Numbra reads vendor, amount, and date, then pairs each receipt to the right transaction.
Receipt OCR and auto-matching →
Bank reconciliation
AI bank reconciliation software for bookkeepers. A three-strategy matcher proposes matches with a confidence score. You confirm every one.
AI bank reconciliation software →
Anomaly detection
Bookkeeping anomaly detection that flags duplicate charges, unusual amounts, and reversals without a refund, each with a plain-English reason.
Bookkeeping anomaly detection →
1099 and W-9
1099 and W-9 software for bookkeepers. Collect W-9s, encrypt each SSN or EIN, track the $600 threshold, and draft the 1099-NEC.
1099 and W-9 software for bookkeepers →
QuickBooks write-back
QuickBooks write-back that is human-approved. Approve a proposal and Numbra posts it to QuickBooks. Optional, revocable, fully logged.
QuickBooks write-back, human-approved →
Client portal
A client receipt capture portal where clients snap and upload receipts from their phone. Documents arrive digitized and ready to match.
Client receipt capture portal →
Financial reports
P&L and balance sheet reports for every client, with AR and AP aging and a plain-English summary of the month you can send as is.
P&L and balance sheet reports →
Rules engine
A bookkeeping rules engine with AI suggestions. Numbra applies your rules, learns your patterns, and proposes new rules for next month.
Bookkeeping rules engine with AI suggestions →
Ask your books
Ask your books a question in plain English and get an answer from the ledger. No SQL, no pivot tables. Numbra reads the data for you.
Ask your books a question →
Morning Run
Overnight bookkeeping automation. Numbra pre-processes the books overnight so a review queue is ready and waiting when you start your day.
Overnight bookkeeping automation →
White-label
A white-label bookkeeping portal with your branding and a custom domain. Clients see your firm, not Numbra. Included on the right plan.
White-label bookkeeping portal →
Audit trail
Bookkeeping audit trail and security. Every action logged, read-only by default, revocable QuickBooks access, and workspace data isolation.
Bookkeeping audit trail and security →
Voice
Voice bookkeeping commands. Ask out loud or tell Numbra what to do, with on-screen confirmation before any change is made to the books.
Voice bookkeeping commands →
Semantic search
Semantic search for bookkeeping. Find any transaction, client, or document in plain English from the command bar. No raw SQL, ever.
Semantic search for bookkeeping →
Vendor consolidation
Vendor name consolidation that groups messy bank descriptors like AMZN MKTP and Amazon.com into one clean canonical vendor automatically.
Vendor name consolidation →
Sales tax
Sales tax tracking for bookkeepers. Per-transaction sales-tax detail and a tax-ready, Lacerte-importable export your preparer can use.
Sales tax tracking for bookkeepers →