Accounting software for bookkeepers and accounting firms
Every client's books. One login.
Think QuickBooks, with AI doing the work of keeping books current. AI codes every transaction, handles A/P, and runs the accrual accounting; you review its work. Access every client from one portal. They get a discount, your firm gets a free subscription.
Built for firms managing a client roster
Accountants, bookkeepers and CPA firms get their 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
Numbrr codes them, with 99% accuracy on the ones it codes itself
Clients stuck on cash-basis reporting
Full accrual the moment a client’s onboarded*
* The accrual modules (A/R, A/P, revenue recognition, fixed assets) are on Numbrr One and Pro.
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. Clients have no separate signup 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. After the first month, that’s about 5% of all transactions.
Deliver what clients need
Full reports for every client, plus accrual accounting (rev rec, fixed assets, bills) for anyone on Numbrr One or Pro.
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, and AR/AP aging for every client you manage.
Your Clients
5 activeNeeds Review
Across all clients. Everything else is already coded.
of transactions land in your queue after the first month
The first month runs higher while Numbrr learns each client’s coding rules. On the transactions Numbrr categorizes itself, accuracy is 99%.
A full accounting stack
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 Numbrr One & up, same as for direct signups.
Modules
Reporting
The more clients you bring, the more they save
Every client you manage gets a discount on their own subscription (Starter, Numbrr One, or Pro) based on how many active clients your firm has on Numbrr. It stacks automatically as your roster grows.
Free for your firm: one login for every client
There's no cost to you or your firm to use the client manager. Every client has its own subscription, at a discount, same as if they'd signed up directly.
Client accounting for every company you manage
The firm workspace is free, and each client company stays on its own plan: Starter, Numbrr One or Pro. A client on Starter gets the books and financial statements, and a client on Numbrr One or Pro also gets invoicing, bills and revenue recognition. The pricing page compares every plan.
Add clients to the workspace and switch between them under one login. Transactions the AI is unsure about go to a review queue for you to answer.
Moving a client off QuickBooks Online? Connect it and the client’s history loads already categorized, with the accounts mapped and a tie-out against their QuickBooks trial balance.
For the close itself, Numbrr Close is our separate, free month-end checklist for teams of up to 10. The FAQ for firms answers the detailed questions.
Refer clients to Numbrr
If you'd rather not manage a client's books yourself, refer them straight to Numbrr for bookkeeping plus a dedicated controller, and earn 10% to 35%+ of their subscription, every month, for as long as they stay. The rate follows the same client-count tiers as the volume discount.
Refer a Client InsteadStop logging into 20 different QBOs.
Apply for partner access and bring your first client over.
Apply for Partner AccessOr reach us directly at admin@numbrr.ai