AI assistant

Ask your booksanything.

Skip the reports. Skip the filters. Just ask a question in plain English and get an instant, accurate answer grounded in your actual financial data.

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NumivaOnline
Ask your books anything...
Try it

Ask anything about your books

Cash flow, compliance, receivables, trends — tap a question or watch the agent work.

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£142,800 across 3 accounts

Barclays current: £98,200 · NatWest savings: £38,400 · Revolut: £6,200

Sources: General Ledger, Bank Feeds· Verified
Data sources

Grounded in your actual books

Every answer pulls from your real financial data — not estimates, not templates. Numiva queries your ledger, bank feeds, and documents to give precise, verifiable responses.

General LedgerEvery journal entry and transaction
Bank FeedsReal-time bank account data
InvoicesSales and purchase invoices
DocumentsExtracted receipts and statements
Chart of AccountsYour full account structure
Tax RatesVAT, corporation tax, and more
01

You ask a question

In plain English. No special syntax or filters needed.

02

Numiva understands context

Maps your question to the right accounts, periods, and entities.

03

Queries your live data

Pulls from your general ledger, invoices, and bank feeds in real-time.

04

Returns a clear answer

With source references so you can verify every number.

Question in, answer out

No reports to build. No dashboards to configure. Ask Numiva translates your questions into precise data queries and returns answers you can trust — with full source traceability.

Agent memory

It remembers so you don't have to

Numiva builds a persistent memory of your preferences, conventions, and past decisions. The more you use it, the less you need to explain.

Learns your preferences

Preferred account mappings, reporting periods, VAT treatment — the agent remembers how you like things done and applies it automatically.

"Always post courier costs to 7200 · Distribution"

Remembers past decisions

Corrections, approvals, and overrides are stored as organisational skills. The agent won't make the same mistake twice.

"Meridian Group invoices should split 60/40 to Projects and Consulting"

Builds context over time

Entity-specific patterns, seasonal trends, and recurring queries are all retained. Answers get more precise the longer you use Numiva.

"Last time you asked about runway, you wanted it in months with a 3-month rolling average"
<2sAverage response time
6Data sources queried per answer
100%Answers include source references
0Reports needed to build first
The difference

What changes when answers are instant

Before Numiva

Building custom reports for every question
Exporting data to spreadsheets to find answers
Waiting for month-end to see how things look
Asking your accountant and waiting days for a reply
Digging through transaction lists manually

With Numiva

Ask any financial question in plain English
Get answers grounded in your live data in seconds
Real-time visibility, not month-end surprises
Instant answers with full source references
AI finds the right transactions for you
Questions

Frequently asked

Numiva uses a language model trained to understand accounting terminology and your specific chart of accounts. It translates natural language into precise queries against your ledger, then formats the results in plain English.

Yes. At the organisation level, you can ask cross-client questions like "Which clients have overdue invoices?" At the client level, questions are scoped to that client's books.

Absolutely not. Your data is never used for model training. All queries are processed in isolated sessions and no financial data is retained after the response is generated.

Every response includes source references showing exactly which transactions, invoices, or accounts it pulled from. You can verify any number by clicking through to the underlying records.

Stop digging through reports.Just ask.

Free 14-day trial. No credit card required. Set up in under 5 minutes.