QuickBooks write-back, human-approved, never automatic.
QuickBooks write-back, human-approved, is how Numbra closes the loop without taking the wheel. Once you have reviewed the categorized transactions and matched receipts, you can post an approved entry straight to QuickBooks Online in one click, instead of exporting and re importing a file.
The word that matters is approved. QuickBooks stays the system of record, and Numbra acts as a proposal queue: suggested, then approved by you, then posted. Nothing writes to your clients books on its own. You can arm write back per client, leave it off entirely and just export a QuickBooks importable CSV, or connect QuickBooks read only and never post at all.
Access is revocable in one click, and every posted entry is captured in the audit trail with who approved it and when. QuickBooks write-back, human-approved, gives you the time saving of automation with none of the loss of control that makes bookkeepers nervous about plugging AI into a clients ledger.
Related features
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 →