Numiva runs an AI scanner, categorizer, and reconciler that work together around the clock. Transactions flow from inbox to ledger — automatically. You just review what matters.
Processing
Waverly & Partners
£2,450.00
Invoice #4821
Waverly & Partners · Invoice #4821 · £2,450.00
→ 5000 · Cost of Sales
Bank ↔ Invoice #4821
£2,450.00
Six stages, fully automated. Documents enter, clean ledger entries come out the other side.
Documents arrive via email forward, drag-and-drop upload, or automatic bank feed sync.
OCR extracts merchant, date, amount, and line items with 99%+ accuracy. No templates needed.
Matched to your chart of accounts using learned patterns. Gets smarter with every correction.
Matched against bank feeds. Duplicates caught. Exceptions flagged. Everything balanced.
Only items needing human judgment surface here. Everything else flows straight through.
Clean, reconciled entries land in your general ledger. Month-end ready.
Each agent is purpose-built for one job. They pass context between each other — confidence scores, metadata, exceptions — so nothing gets lost between steps.
Reads PDFs, receipts, images, and CSVs. Extracts merchant, date, amount, and line items with 99%+ accuracy. No templates, no setup.
Maps every transaction to your chart of accounts. Learns from your corrections. 95% auto-categorized from day one.
Matches bank feed entries to your ledger. Catches duplicates, flags exceptions, keeps everything balanced.
Most automation runs on static rules you write and maintain. Numiva's agents learn from your specific chart of accounts, your vendor patterns, your correction history. The more you use it, the less you touch it.
The Scanner passes confidence scores to the Bookkeeper. The Bookkeeper flags ambiguous matches for the Matcher. When something needs a human, the full context travels with it. No information lost between steps.
Bank feeds sync overnight. Documents get processed the moment they arrive. When you open your laptop Monday morning, everything's already categorized and reconciled. You just review.
Every automated action can be reviewed before posting. Set confidence thresholds, require approval for large amounts, exclude specific vendors. You control how much autonomy the agents get.
Connect your bank accounts and upload your chart of accounts — that's it. Most teams are fully running within 24 hours. The AI starts learning from your first batch of transactions.
Every automated action can be reviewed before posting. When you correct a categorization or reject a match, the AI learns from it immediately. Most teams see 95%+ accuracy within the first month.
Yes. Each entity has its own isolated AI model — categorization patterns, vendor mappings, and reconciliation rules are completely separate. You can switch between clients in one click.
Absolutely. You can set thresholds (e.g., always review transactions over £10,000), exclude specific vendors, or require manual approval for certain categories. Autopilot adapts to your comfort level.
Numiva connects with QuickBooks, Xero, FreshBooks, Sage, and Wave. Bank feeds are supported through Plaid for 12,000+ financial institutions. We also accept CSV imports for everything else.
Free to start. No credit card required. See results in your first week.