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Configuration

Finance automation built around your processes.

Every business works differently. Numra can be configured around your existing finance workflows, from how information arrives to how work is processed, approved and recorded.

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What we configure

Numra adapts to how your business works.

Your finance processes involve different documents, systems, rules and people. Numra can be configured to handle each part of the workflow.

  • How work arrives

    Receive information through emails, PDFs, spreadsheets, forms, APIs and connected business systems.

    Numra reads and processes the information according to the workflow you've configured.

  • Your business rules

    Apply your own rules for coding, validation, matching, calculations and exception handling.

    Numra uses those rules to determine how work is processed and when something needs attention.

  • Approvals and human review

    Configure who needs to approve work, when approval is required and how exceptions are handled.

    Numra routes work to the right people and records their decisions.

  • Your connected systems

    Connect your ERP, email, document storage and other business applications.

    Numra can retrieve information, create records and update your existing systems as part of a workflow.

  • Communications and follow-ups

    Configure when Numra sends emails, requests missing information, issues reminders and follows up on replies.

    Different customers, suppliers or situations can follow different rules.

  • The steps in your process

    Set the sequence of checks, tasks and decisions to match how your business operates.

    Numra can be configured to handle additional steps or exceptions where your process requires them.

Customer examples

How Numra adapts to real finance processes.

Different businesses use Numra in different ways. Here are two examples of workflows configured around existing systems and processes.

Solana Foundation

Accounts payable and agreements

Solana's accounts payable process involves signed agreements, multiple business systems and different payment requirements.

Numra connects these steps into one workflow. It reads agreements, matches incoming invoices to the relevant agreement and applies Solana's own coding rules.

The team reviews invoices before they move into its existing approval and payment process.

The workflow also supports SOL-denominated invoices, which follow a different payment process.

Representative screen with sample data.

Guests Motor Group

Credit control and customer collections

Guests Motor Group uses its own credit control process, with different reminder schedules for different customer accounts.

Numra follows that process using information from Guests' existing Keyloop system. It sends statements, reminders and final notices according to the rules for each account.

When a customer replies, Numra pauses chasing and routes the response to the credit control team. Automatic replies, including out-of-office messages, are handled separately.

Customers without email addresses are included in a print-and-post process.

Representative screen with sample data.
Getting started

We set up Numra around your process.

You don't need to build or configure the workflows yourself. We'll work with your team to set up Numra around your requirements.

  1. 1

    Understand your process

    We review how your team works today, including the documents, systems, rules and people involved.

  2. 2

    Agree the workflow

    We identify the standard Numra capabilities that fit your process and any additional configuration required.

  3. 3

    Configure and connect

    We connect your systems and configure the workflow steps, business rules and approvals.

  4. 4

    Test with your data

    We test the workflow using your own documents and scenarios before it goes live.

  5. 5

    Go live and make changes

    Once the workflow is ready, we put it into operation. We can update the configuration as your processes change.

We agree the scope and price of any additional configuration before work begins.

Questions

Can Numra work with our existing finance processes?

Yes. Numra can be configured around your existing workflows, including how information arrives, how it is processed, who approves it and where the results are recorded.

Do we need to build the workflows ourselves?

No. We set up Numra for you, including your integrations, business rules, approval requirements and any additional configuration.

Can we use our own invoice approval workflow?

Yes. Numra can follow your existing invoice approval workflow, including approval routing, coding rules, review requirements and exception handling.

Can different customers or suppliers follow different rules?

Yes. You can configure different rules for specific customers, suppliers, entities or situations.

For example, different customers can have different credit control schedules, while particular suppliers can have different invoice processing requirements.

Can Numra connect to our existing ERP and other systems?

Yes. Numra connects to accounting systems, ERPs, email, document storage and other business applications.

Can we change our workflows after going live?

Yes. Numra's configuration can be updated as your business processes and requirements change.

How much does additional configuration cost?

Numra includes standard workflow setup, with additional configuration available for more complex requirements.

We'll review your needs and agree the scope and price before starting any additional work.

Show us how your finance process works.

Tell us what you want to automate. We'll show you how Numra can be configured around your existing systems and processes.

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