Bookkeeper agent

Every transaction,filed instantly.

The bookkeeper agent maps every transaction to the right account. It learns your chart of accounts and improves with every correction.

Try it free
DateDescriptionAmountCategoryConf.
28 FebAdobe Creative Cloud£49.94Software97%
27 FebTesco Supplies£127.40Office Supplies94%
27 FebAWS Web Services£342.18Infrastructure99%
26 FebRoyal Mail Postage£18.60Categorising...
How it learns

Smarter with every transaction

Bank
Ledger

Bank feed sync

Transactions flow in from your connected bank accounts in real-time. No manual imports.

Adobe CC6100 · Software
Tesco5200 · Supplies
AWS6300 · Hosting

AI categorisation

Each transaction is matched to your chart of accounts using merchant history, description, and amount patterns.

Accuracy over time

Learn & adapt

Every correction teaches the model. Auto-categorisation with 97% confidence after just 200 transactions.

Knows the difference

A £50 payment to Amazon could be office supplies, software, or inventory. Numiva uses invoice context, merchant patterns, and transaction history to pick the right account — not just the merchant name.

Amazon
Office SuppliesSoftwareInventory
Tesco
OfficeSuppliesCatering
PayPal
SoftwareServicesFreelance
Assets
├─Bank Account
├─Receivables
Expenses
├─Software
├─Office
├─Travel
Income
├─Services
├─Products

Your chart, your rules

Numiva works with your existing chart of accounts. Custom accounts, sub-categories, and tracking codes are all supported out of the box.

95%Auto-categorised on first pass
99.2%Accuracy after learning period
3xFaster than manual entry
0Uncategorised at month-end
Works with your stack

Your chart of accounts, your integrations

QuickBooks
Xero
FreshBooks
Sage
Wave
ZohoBooks

Numiva syncs your chart of accounts from any connected platform.

The difference

What changes when categorisation runs itself

Before Numiva

Writing rules for every vendor manually
Miscategorised expenses caught at month-end
New vendors default to "Uncategorised"
Hours training new bookkeepers on your COA
Different categorisation per team member

With Numiva

AI learns your patterns from day one
Corrections happen in real-time
New vendors matched with 95% accuracy instantly
AI that already knows your chart of accounts
Consistent categorisation, every transaction
Questions

Frequently asked

Every time you confirm or correct a categorisation, Numiva updates its model for your specific books. Within the first 50 transactions, it typically reaches 95%+ accuracy.

Absolutely. Numiva imports your chart of accounts from QuickBooks, Xero, or any CSV export. All AI categorisation maps to your existing accounts.

Each client's categorisation model is fully isolated. Numiva learns patterns independently per entity, so corrections for one client never affect another.

One click to recategorise. Numiva learns from every correction and won't repeat the same mistake. You can also set hard rules for specific vendors if you prefer.

Stop sorting transactions.Let AI file them.

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