Semantic search for bookkeeping, from the command bar.
Semantic search for bookkeeping means you find things by meaning, not by remembering the exact text. Open the command bar with one keystroke and type what you are looking for the way you think about it, that big software charge from the spring, payments to the new contractor, anything that looks like rent, and Numbra surfaces the matching transactions.
It understands intent, so you do not have to know the precise vendor string or the exact amount. That is the difference from a plain text filter: a search for travel finds the airline and the hotel and the rideshare, even though none of them says travel.
And it is plain English, never raw SQL. You should not need a query language to find a transaction in your own clients book. Semantic search for bookkeeping turns the command bar into the fastest way to get anywhere in Numbra, whether you are answering a client question, hunting a miscategorization, or just navigating a large book without scrolling.
Related features
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 →