Create capacity across your firm with AI.
Numra automates complex delivery workflows across accounting firms, creating capacity, improving consistency and giving teams more time for higher-value client work.
Trusted by ambitious teams at
AI is changing what accounting firms can achieve.
By turning repetitive delivery work into controlled workflow software, accounting firms can create capacity, improve consistency and give experienced people more time for review, judgement and client advice. Firms can serve more clients and expand their services without increasing headcount at the same rate.
Create capacity.
Automate repetitive work across recurring client-delivery workflows.
- Reduce manual coordination and processing
- Release reviewer and manager capacity
- Support more client work without linear hiring
Improve delivery consistency.
Turn recurring processes into structured, controlled workflows.
- Standardise handoffs, checks and review points
- Apply firm rules and processes consistently
- Maintain clear workflow and approval histories
Deliver better experiences.
Make work faster and easier for clients and the teams serving them.
- Reduce repeated requests and follow-up
- Improve turnaround times and visibility
- Focus senior people on judgement and advice
AI workflow software for recurring accounting work.
Numra connects the systems, documents and review steps involved in client delivery and runs the operational workflow between them.
Your existing accounting and practice-management software stays in place, while Numra handles repetitive preparation, checks, handoffs, exceptions and approvals.
Information in
Configurable components
Into your systems
Information in
Configurable components
Into your systems
Purpose-built software across accounting-firm operations.
The Numra Platform turns repetitive work across client delivery and internal firm operations into controlled workflow applications. Start with one high-value workflow, prove the outcome and expand from there.
Accounts Preparation
A preparation workflow that reads source documents, builds lead schedules, proposes journals and runs the firm's checks - before the file reaches the manager.
- Source documents read automatically
- Lead schedules and proposed journals
- Firm checks run before manager review
Accounts Review
An AI review that checks every P&L and balance-sheet line against the ledger, working papers and source evidence before the file reaches the manager.
- Every P&L and balance-sheet line checked
- Cross-checked against ledger and evidence
- Review points raised before the manager begins
Data Transformation
An operational data pipeline that extracts information from source systems, applies your business rules and delivers complete, validated records to the destination.
- Extraction from client and source systems
- Business rules and validation applied
- Complete records delivered to the destination
Works across the tools your firm already uses.
Numra connects to the systems your firm already relies on and runs workflows across them.\n\nYour accounting, practice-management, document and client-delivery systems remain in place while Numra handles the operational work between them.
Model-agnostic by design
We choose the best AI model for each workflow based on performance, cost and data sensitivity - not the other way around.
Flexible across your workflows
Numra supports the systems, data, rules and workflow variations your team already uses.
AI assistants where they work
ChatGPT, Claude and Gemini are excellent for individual tasks. We use them where they are the right fit and use workflow software when the work needs more.
Workflow software where it matters
When work needs integrations, business rules, approvals and auditability, Numra runs the workflow across the systems involved.
Plus the internal systems, databases, and APIs your team already relies on.
Built for firms handling sensitive client data.
Security is built into every Numra deployment.
The Numra Platform is designed for firms handling confidential financial and client information, with enterprise-grade controls around data access, processing, review, auditability and compliance.
- GDPR Data Processing Agreement
- Enterprise AI APIs
- Zero model training
- EU-hosted infrastructure
Your data never trains AI models
Customer data is never used to train AI models. Enterprise AI providers are used under commercial agreements that prohibit model training and support zero data retention.
Permission-aware by design
AI only accesses the systems, documents and information each user is already authorised to access.
Encrypted and hosted securely
Human review where it matters
For higher-risk workflows, people stay in control. Approval steps remain with your team before actions are taken.
Fully auditable
Every action is logged, traceable and reviewable, giving complete visibility into what happened and why.
Questions we usually get
Common questions from accounting firms evaluating Numra.
Let's find your highest-impact accounting workflow.
Book a short discovery call and we'll identify where AI can create the greatest operational impact across your firm's client-delivery and internal workflows.
