Numra brings together accounts receivable automation for customer onboarding, sales orders, invoicing, credit control and cash allocation. Choose the workflows you need and connect them to your existing accounting system.
Numra brings together four workflows in one accounts receivable software platform, covering customer onboarding, sales order processing, credit control and cash allocation.
Each workflow works independently. Start with the areas you need and add others when you're ready.
Onboard customers and check their credit.
Numra collects new customer details through forms or email, checks company information and retrieves credit reports through your existing provider.
It suggests credit limits and payment terms based on your rules. Requests that need approval go to the right person before Numra creates the customer in your accounting system.
Explore Customer OnboardingFrom customer order to sales order or invoice.
Numra reads customer orders from emails, PDFs and spreadsheets. It identifies the customer, matches products and checks quantities, prices and other order details.
Orders that need attention are routed for review. Numra creates the sales order or invoice in your accounting system and handles order changes according to your rules.
Explore Sales Order ProcessingChase overdue invoices and manage customer replies.
Numra sends customer statements and payment reminders according to your schedule and rules.
It reads incoming replies, tracks promises to pay and disputes, and pauses chasing when an account needs attention. Your team can review customer conversations, manage exceptions and see the history of each account.
Explore Credit ControlMatch customer payments to outstanding invoices.
Numra reads remittance advice and bank statement uploads, then identifies which invoices each payment covers.
It handles payments covering multiple invoices, partial payments and short payments. Unmatched items go to your team for review, while matched payments are recorded against the correct invoices in your accounting system.
Explore Cash AllocationConnect Numra to ChatGPT, Claude or Gemini to take action across your receivables workflows. Check outstanding balances, prepare customer follow-ups and manage invoice queries, all using your existing rules and approvals.
Explore Numra MCPNumra connects to Xero, QuickBooks, NetSuite, Microsoft Dynamics 365 Business Central and other accounting systems.
Your ERP remains your system of record. Numra handles the work around it and records the results.
Explore integrationsCheck overdue customer balances, raise sales orders and investigate unmatched payments through ChatGPT, Claude or Gemini.
Numra makes your finance workflows available through your AI assistant, with your business rules and approvals in place.
Explore Numra MCPConfigure how customer orders arrive, how credit limits are approved, when reminders are sent and how payments are matched.
Numra follows your existing processes, so your team doesn't have to change how it works.
Explore configurationYes. Each Numra workflow is available separately. You can start with Customer Onboarding, Sales Order Processing, Credit Control or Cash Allocation and add others later.
No. Numra works with your existing accounting system. It automates receivables processes while keeping your ERP as the system of record.
Yes. Numra reads orders from emails, PDFs and spreadsheets. It matches customer details, products and prices before creating the sales order or invoice in your accounting system.
Numra reads customer replies and identifies disputes, promises to pay and other requests. It pauses reminders where appropriate and routes items that need a decision to your team.
Yes. Numra reads remittance advice and bank statement uploads, then matches payments to outstanding invoices. It can handle partial payments, short payments and payments covering multiple invoices.
Numra covers customer onboarding, sales order processing, credit control and cash allocation. You can use these workflows together or purchase them separately. Your existing accounting and payment systems remain in place.
No. Your customers continue to pay through your existing banking and payment arrangements. Numra matches and records those payments against the correct invoices.
We'll show you how Numra works with your accounting system and which order-to-cash workflows are right for your business.
Looking to automate payables too? Explore Procure-to-Pay
