Numra

What Numra Does

Numra is an AI-powered finance automation platform that deploys autonomous agents to handle the manual, repetitive work that bogs down finance teams. Instead of simply assisting or surfacing data, Numra agents execute end-to-end workflows across your inbox, ERP, expense tools, and CRM—reading emails, extracting invoice data, applying coding rules, routing approvals, posting transactions, and following up on payments without human intervention.

Who It's For

Numra is built for modern finance teams—from scrappy startups to established enterprises—who are tired of paying for bloated platforms they barely use, spending months on implementation, and still doing the grunt work themselves. If your team is drowning in invoice processing, vendor onboarding, payment follow-ups, or data entry between systems, Numra is designed to take that off your plate.

Key Features & Capabilities

• Finance Inbox Agent: Reads incoming requests, detects intent (missing PO, vendor setup, payment status queries), drafts replies, and triggers the right workflow automatically.
• Accounts Payable Agent: Captures invoices from email, applies GL coding rules, matches to POs, routes approvals based on thresholds, manages vendor setup, and posts to your ERP.
• Accounts Receivable Agent: Generates invoices from contracts, sends payment reminders on schedule, applies cash receipts, and keeps billing moving without manual chasing.
• Data Transformation Agent: Moves, cleans, and reshapes data between CRM, ERP, and spend tools (like Pleo or Revolut) so transactions post correctly every time—handling VAT codes, reverse charges, and currency conversions.
• Rules Engine: Capture your approval thresholds, coding logic, tax treatment, and edge cases in plain English. Agents execute them precisely, every time.
• Full Transparency & Control: Every action includes full reasoning—source data, rule applied, and decision made. Review anything before it posts, correct errors inline, and update rules on the fly.

Typical Workflows

Numra agents handle the messy work between systems: an invoice arrives via email, the agent extracts vendor details and line items, checks for PO match, applies the correct GL code and tax treatment based on your rules, routes to the right approver if it exceeds your threshold, and posts to Xero or your ERP once approved. For AR, agents generate milestone invoices from signed contracts, send friendly reminders at defined intervals, pause sequences when clients respond, and apply incoming payments automatically. For expenses, agents pull transactions from Pleo or corporate cards, apply the right tax code (including reverse charge for EU software), tag by project, and push to your accounting system.

Integrations

Numra connects to Gmail, Xero, Pleo, Slack, and other finance tools. Agents read emails, open attachments, post transactions, and notify your team—all without file uploads, copy-paste, or brittle CSV exports.

What Differentiates Numra

Most finance software assists; Numra executes. There's no six-month implementation, no paying for 200 features you'll never use, and no hoping for ROI years down the line. Numra calculates time saved and cost per transaction upfront—if the numbers don't work, they don't proceed. You're live in days, not quarters, and you see measured results immediately. Agents adapt to your process, not the other way around.