Frequently asked questions

Numbrr is AI bookkeeping software for US startups and small businesses, from $99/month, with a 14-day free trial of the Pro plan. You connect your business bank and credit card accounts, and Numbrr pulls in every transaction, codes each one to the right account in a double-entry general ledger, and keeps your profit and loss statement, balance sheet, and statement of cash flows current. Anything it is not confident about goes to a review queue, where it asks you a plain-English question before anything is booked.

QuickBooks and the person you pay to operate it. Numbrr categorizes each transaction as it arrives and stops to ask only when it is unsure. Most small businesses running QuickBooks properly are also paying a bookkeeper $500–$1,500 a month to keep it clean. Numbrr is meant to replace both line items.

Two groups. First, founders and small businesses (SaaS companies, agencies and services firms, e-commerce sellers, and owner-operator businesses like clinics and med spas) who need accurate books for a bank, an investor, or a tax return, and do not want to learn double-entry accounting. Second, accounting firms and bookkeepers, who get a free firm workspace and run every client from one dashboard.

No. Numbrr is written for people who are not accountants. Numbrr asks "how long will you use it?" for the useful life of an asset, and it shows "net book value" as "current value on your balance sheet". The double-entry mechanics run underneath the whole time, and you can answer every question without thinking in debits and credits.

You connect your bank and card accounts through Plaid, Numbrr pulls in your transaction history, and the AI codes it. Anything ambiguous lands in Review. You work through that queue once. Answering a card can also write a rule and sweep every other pending transaction from the same merchant, so the queue shrinks much faster than one-at-a-time. After that, the ongoing work is a short weekly pass through whatever new items need you.

That depends on how many of your transactions are unambiguous, which in practice depends on how repetitive your spending is. The pattern is front-loaded: the first pass through Review is most of the work, and every answer you give makes the next month smaller because it becomes a rule. Recurring vendors, such as software subscriptions, rent and the same suppliers every month, stop asking after the first time.

Yes, today. Numbrr is built for US companies and works in USD, with a US chart of accounts and US bank and card connections. It is not currently a fit for multi-currency operations or non-US filing requirements.

Yes, a free trial. You can try the full Pro plan free for 14 days at numbrr.ai/start: no card until you connect a bank, and nothing charged for 14 days after that. There is no free plan for businesses; plans start at $99/month. Accounting firms get a free workspace for their own books and to manage client companies.

Yes. Numbrr Close is a free month-end close checklist for accounting and finance teams, including teams whose books live in another ERP or accounting system. It runs the close in one place: preparer and reviewer sign-offs, dependencies, business-day targets, comments, attachments and close-time tracking. ERP integrations are coming soon. It is free for teams of up to 10. Learn more.

In two layers. Learned rules run first. They are deterministic, instant, and free, so anything matching a known pattern ("code Adobe to Software") is booked without an AI call. Whatever the rules cannot handle goes to the AI, which reads the merchant, the amount, the account, and your existing chart of accounts, and picks the general ledger account with a confidence score attached.

Anything below the confidence threshold goes to Review, a queue with one card per transaction showing the merchant, the amount, what the AI thinks, why it thinks that, and how confident it is. You answer, and it books. Numbrr works this way because a wrong entry booked silently is far more expensive than a question asked.

A rule is a saved decision: this merchant always books to this account. You create one by answering a Review card and choosing "apply to this merchant forever", which writes the rule and sweeps every other pending transaction from that vendor at the same time. The AI can also mint rules from patterns it sees. Every rule, human- or AI-created, is visible in one place showing what it matches and where it books, so you can inspect everything the rules do.

It can propose one when nothing existing fits, under strict limits, and the first transaction that uses a brand-new account always goes to a human before it books. You see every new account before anything books to it.

Yes. Checks always go to Review, no matter how confident the model is. A check's payee and purpose change every time it is written, and the bank descriptor usually says nothing useful. Guessing on checks is how books quietly go wrong, so Numbrr asks you about every one.

They are matched and paired, and stay off your profit and loss. Moving $10,000 from checking to savings is one movement seen twice: once leaving checking and once arriving in savings. Numbrr recognizes both sides and books them as a single transfer. Booking each side on its own, as $10,000 of expense and $10,000 of income, is a common way DIY books get inflated on both sides.

Yes. A single payment can be split across several general ledger accounts, which is useful for a card charge covering software and travel, or a supplier invoice spanning two cost categories.

The Analyst is Numbrr’s AI chat. Type a question in plain English into the bar at the top of any screen, and it answers from your own ledger, with the figures it used and the report and period they came from. It also finds vendors, accounts and transactions, and works through what-if questions using the amounts you give it. Each question uses one AI chat credit. The Analyst reads the books and does not change them.

Recategorize it inline from the Transactions screen, or send a booked transaction back to Review. Only closed periods are locked, and those are corrected by reversal, which is what an auditor expects to see.

Yes, and it starts before your first AI call. If you migrate from QuickBooks, Numbrr mines your own past coding decisions into rules first. For the med spa that moved over (1,507 transactions across two years), that produced 51 rules covering roughly 70% of her transactions before the AI was asked anything.

The AI codes the transactions your rules cannot handle, and it works within fixed limits: it cannot book below a confidence threshold, it cannot auto-book a check, it cannot silently invent an account, and it cannot produce statements that fail their own consistency checks.

Through Plaid, the same connection layer used by most US fintech products. You authenticate with your bank directly in Plaid's flow; Numbrr receives a read-only transaction and balance feed. Numbrr never sees or stores your online banking password.

Not through your bank feed: that connection is read-only, so it cannot take money out of your account. Paying vendors is separate and only happens when you ask. On Numbrr One and up, you connect a funding account for payments, approve bills, and send a pay run; our licensed payments partner moves the money. If you turn on online payments, customers pay your invoices through your own Stripe account, and refunds you issue go back out through that same account. Numbrr never holds the money.

Every account the business transacts through: operating checking, savings, and each business credit card. The books can only be complete if the feed is complete. If you run business spending through a personal card, connect it or import those transactions, and code the personal portion as an owner draw.

Bank connections expire periodically, on a schedule set by Plaid and your bank. The Banks screen shows connection status and gives you a one-click reconnect. When the connection comes back, the feed backfills everything from the time it was down.

Yes. CSV import is supported for accounts that cannot be connected, for historical data predating a connection, and for one-off cleanup.

They are derived automatically from the bank descriptor, with the bank noise stripped off. TD ZELLE RECEIVED 622700E0BLTM Zelle VANESSA RIVERA becomes Vanessa Rivera. You can rename any of them, and they drive the sales-by-customer and expenses-by-vendor reports.

Access inside your company is role-based: admin, member, and viewer. If you buy the Dedicated Controller add-on, your controller reviews your books as part of that service. If your accounting firm invited you, that firm sees your workspace. Otherwise your data is yours.

Yes. Every report exports to PDF or Excel, and you can pull a full workbook. Your general ledger and transaction history are your records, and you keep them.

Yes. Numbrr is a double-entry general ledger. It has a chart of accounts with sub-accounts, journal entries, closed periods, reversals, and an audit trail. Every transaction posts a balanced entry.

The statements are checked against each other every time they are produced. Assets equal liabilities plus equity. The trial balance's debits equal its credits. The cash flow statement ties to the cash line on the balance sheet. Net income on the P&L equals the movement in retained earnings. These are enforced invariants. If one ever fails to hold, something is wrong, and Numbrr surfaces it to you.

A plug is a fake balancing entry a tool posts when its numbers do not add up. It makes the balance sheet balance without any underlying activity to justify it. Numbrr does not use one. Retained earnings derives from your categorized activity, and if something does not tie, you find out.

Yes. It comes seeded with a sensible starting set of accounts, and it is fully editable, including sub-accounts. Most businesses adjust a handful of accounts and leave the rest.

Yes, on Numbrr One and above. Manual double-entry adjustments, with reversal, a 7-day trash for anything deleted by mistake, and hard protection for closed periods.

It locks a period. Once you close through a date, bank syncs, imports and manual entries can no longer change that period. Corrections after a close happen by posting a reversing entry in an open period, which leaves a visible trail. That is what closed means in accounting, and it is what an auditor or a diligence process expects to find.

Yes. Click any figure on the P&L, balance sheet, or general ledger and you see the transactions behind it. That lets you back up any number you are asked about.

Accrual. Every plan keeps accrual-basis books; Starter leaves out some accrual features, such as revenue recognition. Numbrr One adds the accrual suite: invoicing and accounts receivable with AI invoice drafting, subscriptions, collections reminders, online payments, and credit notes and refunds; bills and accounts payable; revenue recognition with deferred revenue; fixed assets with depreciation; and prepayments. Pro adds Forecast. If you need accrual books for an investor, a lender or an audit, start with Numbrr One.

Cash accounting records revenue and expenses when money changes hands. Accrual accounting records them when they are earned or incurred. A $12,000 annual contract paid in January is $12,000 of January revenue on a cash basis and $1,000 a month on an accrual basis. Investors, lenders and audits generally expect accrual. The cash vs accrual guide has the worked example and how to switch.

A cost you have incurred and have not yet been billed for or paid by month end, such as work a lawyer did in the month or wages earned in the last days of it. You record the expense in the month it happened and a liability, accrued expenses, until the bill arrives. On Numbrr One and above, the Accrued Expenses page proposes accruals for you to approve and can reverse them automatically. The accrued expenses guide has worked examples.

Profit and loss, balance sheet, statement of cash flows, trial balance, and a full general ledger, all with period presets, prior-period comparison, and drill-down to the underlying transactions.

Sales by customer, expenses by vendor, revenue by stream, MRR and ARR, accounts receivable aging, accounts payable aging, deferred revenue, an ASC 606 report, and a depreciation schedule.

Yes. Custom reports come with the Pro and Enterprise plans and with accounting firms' workspaces. Under Reporting, Custom reports builds three kinds of report with a live preview: a summary of your books grouped by account, customer or vendor, bank or card, or period, compared with the previous period, last year or your budget; a transaction list with the columns, subtotals and filters you pick; and a custom statement with your own headings and formula rows, such as gross margin or EBITDA. Start from one of 21 templates, or describe the report you want to the Analyst and it builds it in the preview (one AI chat credit per message). Click any figure to see the transactions behind it, save and share reports with your team, export to Excel, PDF or CSV, and email any saved report to people on your team daily, weekly or monthly, with the report in the email and PDF, Excel or CSV files attached. The Analyst, and Claude or ChatGPT through the Numbrr connector, can list your saved reports and run any of them for any period. Every figure comes from the same ledger as your financial statements, so a custom P&L matches the Profit & Loss to the cent.

A client-ready PDF generated from your books: cover, contents, an executive summary with written commentary, performance, a cash bridge, revenue, expenses, working capital, deferred revenue, the fixed-asset register, the three statements, and notes, all typeset in the product's own typefaces. It is the thing you forward to an investor or a board without reformatting anything.

Yes. Any report exports to PDF or Excel, and you can generate a full workbook.

They are financial statements from a double-entry ledger, they tie to each other, and you can drill from a figure to the transactions behind it. That is the bar a bank or an investor looks for. If you want a person to review the books every month before they go out, the Dedicated Controller add-on and the Enterprise plan include that.

Yes, prior-period comparison is available throughout the statements, alongside period presets, so month-over-month and year-over-year views are one click away.

Yes, on Numbrr One and Pro. Numbrr can draft the invoice for you: upload a contract, PO or order, forward it to your invoice inbox, or describe it to the invoice assistant. Nothing posts or goes out until you approve it. Then send it as a branded PDF by email, with a Pay invoice button your customer can pay from, and track it through sent, paid and overdue. Payments post to the ledger automatically.

Reusable products and services with a default price and a default general ledger account. Add one to an invoice and its price and account come with it, so a repeat invoice is quick to build.

Yes. Stripe is a live integration: Stripe invoices and payouts flow into Numbrr and reconcile against the bank feed, so a Stripe payout that lands in your account is matched to the invoices it paid.

Yes. The accounts receivable aging report shows outstanding invoices bucketed by how overdue they are, and sales by customer shows where your revenue comes from.

Yes, on Numbrr One and Pro, once you turn on online payments. Every invoice email has a Pay invoice button and every PDF a pay link, and customers pay by bank transfer or card through your own Stripe account: Numbrr sets one up in a few minutes, or connects the one you have. The money goes straight to your Stripe account; Numbrr never holds it. Numbrr records each payment on its invoice, posts it to your books and sends the receipts. Customers can save a payment method to pay automatically, and collections reminders can go out on a schedule you set.

Three ways. Drag a PDF or a photo in and the vendor, amounts, dates, and line items are read out of it. Forward the bill to your company's own inbox address, bills-yourcompany@inbox.numbrr.ai, and it appears by itself. Or key one in and attach the document afterwards.

Yes, on Numbrr One and up. A bill goes from capture and coding to approval, then into a pay run: you pay your vendors by bank transfer from Numbrr, from a funding account you connect for payments. Only approved bills can be paid, and any fee is shown before you send. Our licensed payments partner moves the money, so Numbrr never holds it. Each payment is recorded against its bill and matched when it clears your bank, so the bill is paid once and never counted as an expense twice.

It puts everything approved and due in one place, grouped by vendor, so you can see what needs paying this week and pay it from there. You can also copy the details or export a CSV if you prefer to pay a bill from your own bank.

Yes, with the accounts payable aging report, plus expenses by vendor to see where the money is going.

Void it. Approval, payment recording, and voiding are all tracked, so the full history of a bill stays visible.

Annual and multi-month contracts are held in deferred revenue and recognized monthly (straight-line and day-prorated), with a schedule per contract. Sell a $12,000 annual plan in March and Numbrr recognizes it across the twelve months it covers, so no single month carries the whole contract. The ASC 606 guide walks through the standard with worked examples.

Numbrr produces an ASC 606 report and a deferred revenue schedule off the contracts you enter. As with any accounting software, compliance also depends on the contracts being entered correctly and on judgment calls about performance obligations, which is where a controller or CPA earns their fee.

Equipment you buy that lasts more than a year, such as a laser, a server or a build-out, goes on the balance sheet when you buy it and is expensed gradually, as depreciation, over its useful life. Getting that wrong distorts a whole year of profit, and it is one of the most common DIY bookkeeping errors. The fixed assets guide has a worked example.

You set a capitalization threshold, Numbrr flags candidates from the bank feed above it, you capitalize the ones that qualify, and monthly straight-line depreciation posts itself from then on. Disposals are recorded with their gain or loss. There is a full asset register and a depreciation schedule.

The dollar line above which a purchase is treated as an asset. Below it, a $200 chair is an expense; above it, a $9,000 machine goes on the balance sheet. You set the number in Settings, and Numbrr uses it to decide what to flag.

You tick off a statement, with assistance or automatically, and Numbrr keeps the reconciliation history with an exportable report. Reconciliation is what proves the books match reality: the balance in the ledger agrees with the balance on the bank statement.

The premise of the product is that most of the close already happened during the month. Transactions were categorized as they arrived, ambiguous ones were answered in Review as they came up, and the statements were current the whole time. What is left at month end is reconciling, reviewing anything outstanding, and closing the period.

It is the list of every account with its debit or credit balance, and it exists to prove the two sides agree. Numbrr produces one, and your accountant will look at it more often than you will.

You post a reversing entry in an open period. The closed period stays exactly as it was when you closed it, which is the point of closing it, and the reversal leaves a visible record of the correction.

Yes. Connect QuickBooks Online during onboarding and Numbrr copies your history: transactions, invoices and bills with their payments, customers, vendors, items and budgets. You map your accounts, set a cutover date for each bank, and import. Numbrr then compares its ledger with your QuickBooks trial balances account by account, and the import can be undone. A QuickBooks Journal report uploaded as a file also works. The switching guide has the steps.

The reference migration was a med spa: 1,507 transactions across two years, loaded from a QuickBooks Journal export, tied to the penny against her own trial balance, profit and loss, and balance sheet. Her past coding decisions were mined into 51 rules covering about 70% of her transactions before any AI call was made.

No. It is the most valuable thing you bring. Numbrr reads how you coded things in the past and turns those decisions into rules, so the system starts out already agreeing with you.

The clean answer is at the start of a fiscal year or right after a completed close, because the cut-over point is unambiguous. The Journal import brings history with it, so a mid-year switch is workable: you reconcile to your existing trial balance at the cut-over date and carry on.

The purpose-built importer is for QuickBooks Online, by direct connection or a Journal export. For anything else, CSV import handles transaction history, and the same rule-mining applies to whatever coding history comes with it. Get in touch with what you are coming from and we will tell you how clean it will be.

No. QuickBooks is a migration source. You move your history across and run your books in Numbrr from then on.

From $99/month. Your price depends on your plan and your monthly expenses, excluding payroll, in four ranges: up to $25k, $25k–$50k, $50k–$100k and $100k+. Starter runs $99–$599 a month, Numbrr One $399–$899 and Pro $599–$1,099; Enterprise is priced with our team. Annual billing is 10 months’ price for 12. See pricing for every feature by plan.

Because that is what drives the work. A business with 80 transactions a month and one with 3,000 are different jobs.

You choose your tier at checkout from your average monthly expenses, excluding payroll (wages, salaries, payroll taxes and benefits). That choice is your estimate. Once your books are in Numbrr, we can check it against your actual expenses averaged over the last three full months, and you can ask us to check at any time. If the average falls in a different tier, higher or lower, we email your account admin at least 30 days before anything changes, with the figures we used. On a monthly plan the new price starts on your first billing date after those 30 days; on an annual plan it starts at your next renewal. If you capitalize or prepay a large share of your spending, we may also look at your cash spending, leaving out payroll, transfers between your own accounts, loan principal and owner distributions. Enterprise pricing follows your order form. The full terms are in section 2.4 of the Master Services Agreement.

The books themselves: bank and card feeds, AI categorization, rules, automatic reconciliation, financial statements, and unlimited bookkeeping catch-up, kept on an accrual basis without some accrual features such as revenue recognition. 50 AI chat credits a month. Up to 2 users plus an accountant, and unlimited viewers.

Our middle plan, with the full accrual suite: invoicing and accounts receivable with AI invoice drafting, subscriptions, collections reminders, online payments and the Stripe integration; bills and accounts payable with the vendor inbox and pay runs; revenue recognition (ASC 606); fixed assets with automatic depreciation and amortization; prepayments; manual journal entries; the monthly reporting pack and advanced reporting. 100 AI chat credits a month. Up to 5 users plus 2 accountants. If you need accrual books, this is the plan.

Everything in Numbrr One, plus Forecast, 1099 filing (10 forms a year included, then $5 per form), unlimited users, 3 accountants and 250 AI chat credits a month. Consolidated multi-entity financials, budgeting, custom reports with scheduled report emails, the integrity scan, close readiness checks and auditor exports are included. Automated sales tax will be included in Pro when it launches.

Pro, Enterprise and accounting firms. Custom reports come with the Pro and Enterprise plans and with every accounting firm's own workspace, including building reports with the Analyst and emailing saved reports on a schedule. On Starter and Numbrr One, Custom reports shows in the menu with a lock and an option to upgrade.

Everything in Pro, with custom user, accountant and AI credit limits, a Dedicated Controller who reviews your books every month, and priority support. Enterprise is priced with our team: contact us.

One credit is one message to the Analyst, Numbrr’s AI chat, or one AI search. Starter includes 50 a month, Numbrr One 100 and Pro 250. Other AI features, such as categorization and document reading, don’t use credits. If you run out, credit packs are sold in the app: 25 for $39, 50 for $49, 100 for $79 or 250 for $149, and pack credits don’t expire.

Yes. Additional seats are $49/month each ($490/year on an annual plan), added in the app when you need them. Viewers are unlimited on Starter, Numbrr One and Pro, and Pro includes unlimited active users.

Founding customers get 50% off their plan for the first year. Enter your email on the site and we email you the code; enter it at checkout. On a monthly plan it takes half off each of your first 12 monthly payments; on an annual plan, half off your first year’s payment. It applies to Starter, Numbrr One and Pro; add-ons are billed at their regular price.

One controller assigned to your account, alongside Starter, Numbrr One or Pro: $200/month with a monthly plan, or $2,000/year with an annual plan (two months free, the same as the annual plans). Each month they review your books, work through anything the AI flagged as an exception, and check your Numbrr monthly reports before sending them to you. If you are moving from another system or bookkeeper, they handle the transition with you. After that, they are your point of contact: one person who knows your books and answers your questions about them.

The 1099 Filing add-on is $99/year alongside Starter or Numbrr One, and includes up to 10 forms per tax year. Each additional form is $5, and Numbrr shows you that charge before you file. It covers 1099-NEC e-filing with the IRS through Avalara, W-9 requests emailed to your contractors, and IRS TIN checks, with each contractor's total built from your books. Pro includes 1099 filing on the same terms, and Enterprise includes it too.

Yes. Plans and billing are managed from Settings, and the plan change takes effect on your subscription.

No setup fee. Pricing is the subscription, monthly or annual, and bookkeeping catch-up is included in every plan. Annual billing is 10 months’ price for 12, which is the only commitment decision to make.

Yes. Your firm gets its own free workspace, invites client companies, sees them all on a Clients dashboard, and manages each client's subscription. A bookkeeper running ten clients is one of the users it is designed for. See Numbrr for accountants.

Yes. The firm's own workspace costs nothing and has no end date. It is a separate tier from the paid plans, and it exists because firms should not have to pay to hold their clients.

Either. The firm can be billed for its clients, or each client can pay directly. Volume discounts are available for firms carrying multiple clients.

Yes. The Clients dashboard lists every client company, and you move between them without separate logins. That is the specific pain of running ten QuickBooks Online files, and it is what the firm workspace is designed against.

The categorization work that fills billable hours is the part the AI does. What is left is the part clients value most and that only you can do: review, judgment, advisory, and sign-off. Firms that price on hours will feel that differently than firms that price on value, so think it through before you migrate a book of clients.

Yes, using the same Journal import. The rule-mining that comes with it means a client's existing coding conventions carry over from the start. That is usually the difference between a migration taking an afternoon and taking a week.

No. Numbrr produces the books a preparer works from: categorized transactions, reconciled accounts, and statements that tie. The filing Numbrr does handle today is 1099 e-filing for your contractors: Pro includes it, and it is a $99/year add-on on Starter and Numbrr One. Automated income tax prep, overseen by CPAs, is coming soon. For what a US company files and when, see every tax a US company has to pay.

No. Numbrr does not process payroll and does not file payroll taxes. Run payroll wherever you run it today; the resulting bank transactions come into Numbrr through the feed and get categorized like anything else.

Not yet. Payroll integrations are coming soon: payroll will post straight to your books, with month-end wage accruals. Until then, payroll arrives through the bank feed and is categorized like anything else. The live integrations today are Plaid for bank and card feeds, Stripe for invoices, subscriptions, payouts and online invoice payments, Gmail for bills and receipts, Avalara for 1099 e-filing, and the QuickBooks migration import.

On Numbrr One and up, yes: you approve bills and pay vendors by bank transfer from a pay run, and our licensed payments partner moves the money. For invoices, if you turn on online payments, customers pay you through your own Stripe account, and refunds you issue go back through that account. Numbrr never holds the money.

There is no dedicated inventory module today. Inventory purchases are categorized like any other spend, and cost of goods sold can be tracked through the chart of accounts, but if you need perpetual inventory valuation, Numbrr is not that tool yet.

No. Numbrr is US-focused and works in USD.

Yes, on Pro and Enterprise. Each company keeps its own workspace and ledger, and a parent company can group its entities and produce consolidated financial statements across them.

Payroll processing, filing your own returns from inside the software, moving money, multi-currency books, perpetual inventory, and non-US filing requirements. If one of those is central to your business, be skeptical of any tool, including this one, that implies otherwise.

Automated income tax prep, overseen by CPAs, with federal and state business returns prepared from your Numbrr books. Automated sales tax, so you can track what you owe by state, with filing prep. Payroll integrations that post payroll straight to your books, with month-end wage accruals. Spend management integrations that bring in card spend, receipts and memos from tools like Ramp and Brex. An Outlook inbox connection alongside Gmail. An AI exception chat that reads your connected apps and only asks about what it can't work out. Commerce and payment integrations that match sales and payouts from Shopify, PayPal and Square. And a cap table on Enterprise. None of these is live yet; the list is also on the pricing page.

QuickBooks is mature, it is everywhere, and every accountant knows it, which are strong advantages. Most businesses running it well are also paying a bookkeeper $500–$1,500 a month to do the work in it. Numbrr categorizes your transactions, learns your patterns, and asks only when it is stuck. Our QuickBooks alternatives guide compares eight options, Numbrr included.

Same shape as the QuickBooks comparison. Xero is a well-built ledger with a strong ecosystem, especially outside the US. Numbrr does the bookkeeping itself and asks only when it is unsure. Xero has its own section in our QuickBooks alternatives guide.

Those are services billed against human hours, usually delivered with a lag. Numbrr is software you operate, and the books stay current through the month. Where a service wins: if you want to hand the whole thing to someone and never look at it, a service does that. That is why the Dedicated Controller add-on exists. Our guides to Bench alternatives, Pilot alternatives and Digits alternatives compare price, accrual books and who does the work.

A good bookkeeper brings judgment, and judgment is valuable. What they mostly spend time on is categorization, matching, and chasing documents, which is the part that automates well. The realistic outcome is to let Numbrr handle the data entry you would pay a bookkeeper $60–$120 an hour for, and to buy their judgment where it matters.

A spreadsheet cannot produce a balance sheet a bank will accept, and it cannot tell you when it is wrong. There is no trial balance to prove the two sides agree and no reconciliation to prove it matches the bank. Spreadsheets work until someone asks for formal financial statements, which tends to happen at the worst time.

This is the most expensive option, and it is what most small businesses do. A year of uncategorized transactions handed to a CPA in March costs more to clean up than it would have cost to keep current, and you spend the whole year making decisions without knowing your numbers. Our guide to every tax a US company pays lists what is due and when.

Firstbase is strong at company formation and the surrounding compliance admin: incorporation, registered agent, state filings. Numbrr is a full double-entry accounting system with enforced statement invariants, an accrual suite, and a workspace for accounting firms. If you need to form a company, Firstbase is a reasonable choice. Firstbase has its own section in our QuickBooks alternatives guide.

Choose a plan on the pricing page, check out, and you will get an email inviting you to set your password on the app. Provisioning is immediate.

At app.numbrr.ai. The marketing site and the app are separate systems with separate accounts, so sign in with the account you set up on the app.

Yes. Every plan includes accountant seats on top of the user count (one on Starter, two on Numbrr One, three on Pro, and custom on Enterprise), with role-based access so you control what they can change.

Email admin@numbrr.ai or use the contact form. Enterprise includes priority support.

Ask us. If it is a question one person has, it is a question fifty people have, and it will end up on this page.