2× ROI guaranteed

AI Agents for Finance Operations

AI agents that take over the manual, repetitive finance work nobody wants to do — routing, processing, and posting across your inbox and systems automatically.

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agent-finance-v1 — bash

Active Agents

Invoice Parser
Processing
Reconciler
Idle
Audit Guard
Standing by
→ numra scan --source="inbox/q4-invoices" --auto-approve
Scanning 14 documents...
Found Invoice #INV-2024-001 (Stripe, Inc.)
Vendor:
Stripe, Inc.
Amount:
$4,250.00 USD
Date:
Oct 24, 2024
GL Code:
6002-Software
Analyzing line items for anomalies...
→
80,000 Hours Catapult Laka Right Group Origin Coffee AI Finance Club

Your tools handle 80% of the process.Your team handles the rest.

Most automation handles the easy 80%. The other 20% — the cross-system logic, the edge cases, the bespoke rules — still falls back on people. That's the work Numra automates.

INBOX
24
3 days overdue
INV-4821 from CloudCo Ltd
$18,200 — needs manual GL coding
Waiting on Sarah
Fwd: Re: Q4 Accruals
Which entity does this go to?
Upload failed
Supplier Statement Dec
Format not recognised by ERP
Re: Re: Re: Missing PO
Can someone check this?
12 unprocessed this week manual queue

Before Numra

  • Your ERP handles the structured stuff — everything else is on you

    ERPs, expense tools, and billing platforms do their job. But the inbox triage, the data reformatting, the cross-system logic that connects them? That still falls back on people.

  • Off-the-shelf automation tops out at the happy path

    Zapier, Power Automate, iPaaS tools — they work until there's an exception, a judgment call, or a process that doesn't fit a template. Then it's back to manual.

  • Point solutions solve one thing each

    You need five of them and they still don't talk to each other. Every new workflow requires a new vendor. None of them handle the logic that sits between systems, and you're still the integration layer.

  • Building it yourself is fast on day one and expensive by day ninety

    Internal teams can prototype with AI coding tools, but the real cost is maintenance, reliability, HITL screens, error handling, and keeping it running when processes change.

AGENT DASHBOARD
TODAY
47
PROCESSED
1
REVIEW
0
ERRORS
INV-4821 CloudCo Ltd
posted
INV-4822 Acme Corp
posted
INV-4823 NewVendor Inc
review
INV-4824 SupplierX
posted
WHY FLAGGED
New vendor — no prior history. Amount $34k exceeds auto-approve limit.
all items processed auto

After Numra

  • We capture how your process actually works — not just the happy path

    We extract the rules, edge cases, decision logic, and workarounds that live in your team's heads. That becomes the agent's operating manual.

  • We build agents that handle the full 100% — including the hard 20%

    Cross-system execution, bespoke logic, format variation, and the exceptions that break every other tool. Built on a platform of reusable components that compounds with every deployment.

  • We run it in production — monitored, maintained, and adapting

    Numra takes ownership of the agent in production. Logging, error handling, retries, and updates when your processes change. You're not left holding the maintenance burden.

  • Full visibility over every decision the agent makes

    A custom frontend showing what's been processed, what's pending review, and the reasoning behind every action. Your team stays in control without doing the work.

Nicolas Boucher
"A must have tool for modern finance teams. Autonomous accounting is here now, and Numra is leading the way."
AI Finance Club
Nicolas Boucher Founder
How It Works

Not RPA. Not rules. Agents.

Traditional automation follows scripts. Numra agents read, reason, and act — with your team in the loop only when it matters.

1

Extract

Pull the right data — wherever it lives.

Agents read emails, attachments, and documents. They connect to systems via API. Whether it's an invoice landing in an inbox or transaction data sitting in Stripe, the agent finds it, understands it, and structures it — no clean template required.

2

Transform

Shape it the way your business needs it.

Every business has its own rules for how data should look before it's posted — account mappings, approval thresholds, entity logic, exception handling. Agents apply your business logic exactly as your team would, written in plain language, not rigid if/then scripts.

3

Review

Humans where it matters. Nowhere else.

Your team sees what the agent did, why it did it, and what needs sign-off. A custom dashboard shows every decision, every exception, every action — with full reasoning. You stay in control without doing the work.

4

Load

Clean data, posted to the right place.

Validated outputs go straight into your ERP, ledger, or downstream system. No copy-paste. No manual upload. No second-guessing whether it's right.

AGENT_PIPELINE :: INV-2024-047
LIVE
EXTRACT
DONE
invoice@supplier.com parsed
INV-2024-047.pdf $12,500.00
Gmail API connected
TRANSFORM
DONE
Account Mapping 6200 → COGS
Entity Logic EU_SUB_01
Threshold Check >$10k → REVIEW
REVIEW
PENDING
Routed to CFO (threshold rule)
Reasoning Amount exceeds approval limit
LOAD
WAITING
Target Xero → Bills Payable
Status Awaiting approval
Use Cases

What Finance Teams Are Actually Automating with Numra

If you repeat it, we can automate it. Here's what's working:

Inbox automation

Agents read incoming requests, understand intent, draft replies, and trigger the right workflow across AP, AR, and ops.

Accounts payable operations

Capture invoices, apply coding rules, match to POs, route approvals, and handle vendor setup the way your team already works.

Overdue
Paid

Revenue and cash operations

Create invoices from contracts or usage data, follow up on unpaid balances, apply cash, and keep billing moving without manual chasing.

Finance data transformation

Numra agents move, clean, and reshape data between your CRM, ERP, spend tools, and other platforms — so it posts correctly, every time.

Daire O'Rourke
"Numra is effective, easy to use and user-friendly. The team behind Numra have been fantastic to work with."
Gym+Coffee
Daire O'Rourke Financial Controller

Not sure if your workflow can be automated?

Most teams underestimate what an agent can handle. Walk us through your process and we'll tell you exactly what's possible—plus the expected time saved, payback period, and ROI.

Get Your Free Workflow Assessment

Free call • Clear answer • No commitment

How We Work

Capture. Build. Operate.

Your workflow. Encoded, deployed, and running — with full visibility at every step.

01

Capture

Your process, fully encoded.

We extract the full picture — data sources, business rules, edge cases, decision logic, and outcomes. Not a surface-level walkthrough. The kind of detail you'd need to hand the process to your best new hire and have them run it on day one.

02

Build

A production-grade agent, built to your process.

Connected to your systems and validated against real data. We test against your actual transactions until it's handling the work the way you want it done — including the edge cases. Most agents are live within 2–4 weeks. Some in days.

03

Operate

Always running. Always visible.

Once live, we make sure it stays that way. You can see exactly what's been processed, what's pending, and the reasoning behind every decision the agent made. If something needs tweaking, we handle it.

Sian Wilson
"Invoices were landing and we had to hand check each one to check the entity and then forward it to the appropriate inbox. Routing is now automatic, and we don't have to rely on manual checks or tribal knowledge."
Laka
Sian Wilson Finance
Security

Your data stays yours.

We don't train models on your data. We don't store it longer than we need to. And you choose where it lives.

No model training

Our enterprise DPAs mean that your data is never used to train or improve any external model. Full stop.

Transient processing

Data is processed in seconds and not retained. We don't build datasets from your information. Once the job is done, it's done.

Your region. Your choice.

EU or US hosting, enforced at infrastructure level. You decide where your data lives and it stays there.

End-to-End Encryption

Data encrypted at rest (AES-256) and in transit (TLS 1.3). No exceptions.

SECURITY STATUS
ALL CLEAR
MODEL TRAINING
BLOCKED
Enterprise DPA enforced — OpenAI + Anthropic
DATA RETENTION
TRANSIENT
0 bytes stored
DATA REGION
LOCKED
EU-WEST-1
Infrastructure-level enforcement
ENCRYPTION
ACTIVE
AES-256 at rest
TLS 1.3 in transit
RECENT AUDIT LOG
12:04:31 ✓ Invoice batch processed — data purged
12:04:28 ✓ TLS handshake verified (Xero API)
12:04:22 ✓ Region check passed — EU-WEST-1
Aideen Leacy

Aideen Leacy

Head of Finance at Ceartas

"Since we started using Numra, our team’s communication and productivity have never been better. It’s now a tool we can’t imagine working without."

Nicolas Boucher

Nicolas Boucher

Founder at AI Finance Club

"A must have tool for modern finance teams. Autonomous accounting is here now, and Numra is leading the way."

Daire O'Rourke

Daire O’Rourke

Financial Controller at Gym+Coffee

"Numra is effective, easy to use and user-friendly. The team behind Numra have been fantastic to work with."

Angus Duncan

Angus Duncan

Endorsed

"Using Numra has made our team so much more efficient. We’ve seen a noticeable improvement in productivity since we started."

Angela Moznerova

Angela Moznerova

Director of Finance at Go Nonna

"Numra is incredibly user-friendly and helps us work so much faster. Highly recommended for any team looking to improve their finance processes."

Jake Browne

Jake Browne

CEO at Retrograde

"Numra is exactly what we needed. It’s intuitive, fast, and fits seamlessly into our existing processes."

Aideen Leacy

Aideen Leacy

Head of Finance at Ceartas

"Since we started using Numra, our team’s communication and productivity have never been better. It’s now a tool we can’t imagine working without."

Nicolas Boucher

Nicolas Boucher

Founder at AI Finance Club

"A must have tool for modern finance teams. Autonomous accounting is here now, and Numra is leading the way."

Daire O'Rourke

Daire O’Rourke

Financial Controller at Gym+Coffee

"Numra is effective, easy to use and user-friendly. The team behind Numra have been fantastic to work with."

Angus Duncan

Angus Duncan

Endorsed

"Using Numra has made our team so much more efficient. We’ve seen a noticeable improvement in productivity since we started."

Angela Moznerova

Angela Moznerova

Director of Finance at Go Nonna

"Numra is incredibly user-friendly and helps us work so much faster. Highly recommended for any team looking to improve their finance processes."

Jake Browne

Jake Browne

CEO at Retrograde

"Numra is exactly what we needed. It’s intuitive, fast, and fits seamlessly into our existing processes."

Conor Gilsenan

Conor Gilsenan

FP&A Manager at Wayflyer

"It’s like having a top-tier finance assistant who never drops the ball."

Grace Sweeney

Grace Sweeney

FP&A Manager at Aptiv

"This is exactly what finance teams need to free up time to focus on what matters."

Shane O'Neill

Shane O’Neill

Finance Innovation Manager at Meta

"It’s the first AI tool I’ve seen that genuinely simplifies finance processes without overpromising."

Phil Courtney

Phil Courtney

Head of Finance at Peblo

"It’s like giving your finance team superpowers. Honestly game-changing."

Richard McGovern

Richard McGovern

Commercial Finance Manager at Flutter

"Numra was clearly built by people who’ve been in the trenches of the finance department — it tackles the real challenges teams face every day."

Jack Dawson

Jack Dawson

Head of Finance at Zeus Packaging

"Just incredible. Hands down the most impressive tool I’ve seen in the finance function. Hats off to the Numra team."

Conor Gilsenan

Conor Gilsenan

FP&A Manager at Wayflyer

"It’s like having a top-tier finance assistant who never drops the ball."

Grace Sweeney

Grace Sweeney

FP&A Manager at Aptiv

"This is exactly what finance teams need to free up time to focus on what matters."

Shane O'Neill

Shane O’Neill

Finance Innovation Manager at Meta

"It’s the first AI tool I’ve seen that genuinely simplifies finance processes without overpromising."

Phil Courtney

Phil Courtney

Head of Finance at Peblo

"It’s like giving your finance team superpowers. Honestly game-changing."

Richard McGovern

Richard McGovern

Commercial Finance Manager at Flutter

"Numra was clearly built by people who’ve been in the trenches of the finance department — it tackles the real challenges teams face every day."

Jack Dawson

Jack Dawson

Head of Finance at Zeus Packaging

"Just incredible. Hands down the most impressive tool I’ve seen in the finance function. Hats off to the Numra team."

Frequently Asked Questions

Who is Numra for?
Finance teams with meaningful transaction volume, recurring workflows, and established processes. Typically mid-market and enterprise. Smaller businesses with lighter workloads generally won't see enough benefit.
What types of workflows can you automate?
If your team repeats it, we can usually automate it. Common examples: inbox triage, invoice processing, expense reconciliation, document filing, approval routing, data transformation, and month-end close tasks.
How much does our process need to change?
Usually very little. Agents are built around how you work today. We codify your existing rules and logic—we don't ask you to change them.
How long does it take to get an agent live?
Most agents are live within 2-4 weeks. Simple workflows like inbox routing can be live in under a day.
What systems can you integrate with?
If a system has an API, we can usually connect to it. Common integrations include CRMs, ERPs, expense management tools, email inboxes, and shared drives. Integrations are scoped during discovery.
How do you ensure accuracy and control?
Agents run inside a controlled environment with human-in-the-loop steps where required. Nothing is posted without passing your defined checks. You stay in control.
What happens when our processes change?
Minor tweaks are included in ongoing support. Bigger process changes require new build work—similar to retraining a team when the workflow shifts. The agent is then updated to follow the new way of working.
What kind of ROI can we expect?
Our customers typically see 2–4× ROI. We calculate expected ROI before you commit—if it doesn't stack up, we don't move forward.
What happens when our processes change?
Minor tweaks are included in ongoing support. Bigger process changes require new build work—similar to retraining a team when the workflow shifts. The agent is then updated to follow the new way of working.
What kind of ROI can we expect?
Our customers typically see 2-4× ROI with payback periods ranging from immediate to 8 months. We calculate expected ROI before you commit—if it doesn't stack up, we don't move forward.

Find out how much time your team is leaving on the table

Get a free workflow assessment. We'll show you exactly what can be automated, the time you'll save, and the ROI—before you commit to anything.

Get Your Free Workflow Assessment

Average payback: under 6 months · Average ROI: 2–4×