Every client's books.
One login.
Think QuickBooks, but AI does all the work — you don't touch a keyboard to keep books current. AI codes every transaction, handles A/P, and runs the accrual accounting; you just review. Access every client from one portal. They get a discount, your firm gets a free subscription.
Built for firms managing a client roster
This isn't one more account your clients invite you into. It's your own portal, built around the fact that you manage more than one client.
A separate login for every client
One portal, every client, one login
Hours coding transactions by hand
AI codes 95%+ automatically
Clients stuck on cash-basis reporting
Full accrual the moment a client’s onboarded*
* Full accrual accounting is available on the Scale subscription.
How it works
From adding a client to closed books, with almost nothing in between.
Add your clients
Onboard each client company under your firm’s portal in minutes — no separate signup for them to manage.
AI runs the books
Bank feeds, categorization, and reconciliation happen automatically, every day, for every client.
Review the exceptions
Only the transactions AI isn’t confident about land in your queue — in testing, that’s under 5%.
Deliver what clients need
Full reports for every client, plus accrual accounting — rev rec, fixed assets, bills — for anyone on Scale.
Every client, one screen away
Switch between clients without switching logins. Each one shows its own plan, its own books, and how many transactions are waiting on you — usually zero.
Unified client list
Every company you manage, with plan and review status at a glance.
Exception queue
Only the transactions AI flags as uncertain ever need your eyes.
Full reports, per client
Financial statements, GL detail, AR/AP aging — available for every client you manage.
Your Clients
5 activeNeeds Review
Across all clients — everything else is already coded.
of transactions ever land in your queue
Measured across our beta clients. Everything else — the other 95%+ — gets categorized, reconciled, and posted with no one touching it.
A full accounting stack, not a categorizer
Same modules and reports every client of yours would get signing up directly — A/R and A/P, revenue recognition, fixed assets, and journal entries are Scale & up, same as always.
Modules
Reporting
The more clients you bring, the more they save
Every client you manage gets a discount on their own subscription — Starter, Scale, or Numbrr One — based on how many active clients your firm has on Numbrr. It stacks automatically as your roster grows.
Free for your firm, always
There's no cost to you or your firm to use the client manager. Every client pays their own subscription — at a discount — same as if they'd signed up directly.
Not every client wants to stay in-house
If you'd rather not manage a client's books yourself, refer them straight to Numbrr instead — bookkeeping plus a dedicated controller — and earn 10% recurring commission for the life of their subscription.
Stop logging into 20 different QBOs.
Apply for partner access and bring your first client over.
Or reach us directly at partners@numbrr.ai