Bookkeeping, finance, and reports for U.S. businesses

Bookkeeping, finance, and reports in one place.

For business owners who want control over the numbers without accounting jargon. Numora runs the books, builds the financial picture, prepares reports, and explains what is happening in the business for a fixed subscription.

Book a Demo See the System

Connect bank statements, spreadsheets, payment systems, and marketing data. We turn them into clean books, clear dashboards, regular updates, and answers in your language.

Books Bookkeeping, reconciliations, period close, and tax-ready records

Finance Cash flow, profit, expenses, deadlines, risk signals, and business insights

Reports Plain-language explanations, CPA review, and answers about your numbers

Today's financial picture

AI gathers and checks the data. Experts review what matters. You see what is happening.

3 updates

Books ready 94% 3 receipts requested

Risk alerts 2 contractor review due

Savings found $18.4k annualized opportunity

Cash, profit, and growth live operating view

Next step Review vendor costs before renewal.

CPA layer April close is ready for review.

Plain English Ask why margin changed this week.

Inputs

BBank statements

XExcel and CSV

PPlaid and APIs

AAds, CRM, payments

AI monitors
+ experts review

Outputs

1Bookkeeping

2Finance reports

3Dashboards

4Insights

Start from day one

Haven't opened your U.S. company yet? We can do it for $1 plus government fees.

Start the business with clean records from day one. Open the company, connect the data, run the books, track dashboards, and keep annual reports inside one finance workflow.

$1 plus government fees

Product philosophy

We do not sell accounting jargon. We give owners control.

Business owners do not need another person to manage. They need a system and team that keep the books, flag what matters, and explain the numbers in plain language.

Everything financial in one place

Bookkeeping, finance, reports, deadlines, questions about the data, and expert review live in one workflow.

Owners see one business picture, not scattered spreadsheets, emails, and reports.

Delegate the work, keep the control

We collect the data, run the books, prepare reports, and surface risks. You review updates, add context, and make decisions.

The complexity leaves your operating day, while the numbers stay visible.

Plain language by default

P&L, cash flow, taxes, expenses, margin, and marketing are explained so you know what is happening and what to do next.

Reports can be read, discussed, and questioned in your language.

Proactive finance office

From company formation to annual reports.

Numora organizes the finance cycle around your business: formation, records, books, dashboards, deadlines, annual reports, and tax-ready data.

Instead of managing a separate bookkeeper, spreadsheets, and a manual filing calendar, you get one process run by AI and experts.

Haven't opened your U.S. company yet? We can do it for $1 plus government fees and start clean books from day one.

Open the company Formation support, entity setup, initial records, and the first clean financial structure.

Start

Connect the records Bank statements, Plaid, Excel, APIs, payments, ecommerce, CRM, and ad platforms.

Input

Monitor the business Books, reconciliations, cash flow, deadlines, missing documents, unusual expenses, and risk signals stay visible.

Monthly

Explain what matters Plain-language reports, dashboards, any-language AI answers, CPA-reviewed outputs, and weekly action prompts.

Daily

File and repeat every year Income tax returns, sales tax filings, payroll reports, annual reports, 1099s, CPA signature where applicable, and recurring compliance cycles.

Yearly

The owner outcome

One finance office, three jobs the owner actually cares about.

Bookkeeping is the foundation, but the product is clarity: clean records, early warnings, and decisions explained in plain language.

Keep the books clean

Done-for-you bookkeeping, accounting reports, and tax-ready records reviewed by licensed CPA experts.

Transaction categorization and reconciliation
Monthly bookkeeping and close workflow
P&L, Balance Sheet, Cash Flow, General Ledger
Accounts payable and receivable visibility
Deadline tracking and document requests
CPA-reviewed reports and tax-ready books
CPA-signed tax filings where applicable

Tell you what to do next

Daily visibility into the numbers owners actually use to run the business, explained in plain English.

Daily dashboard for revenue, expenses, and profit
Cash flow visibility and forecasting
Gross margin, net margin, and budget vs actuals
Profit by product, client, location, or channel
Money leak detection and savings opportunities
Overpayment and unusual expense alerts
Weekly proactive alerts for anomalies, missing documents, and deadlines
AI chat with your business data
Plain-English explanations for every report

Know which channels make money

See which marketing spend actually pays back, which campaigns create profit, and which ones only buy clicks.

CAC, LTV, CPC, ROAS, and payback period
Revenue and profit by campaign or channel
Marketing spend vs gross margin
Customer cohorts, retention, and churn signals
Best and worst performing channels
CRM, ads, payments, and ecommerce integrations
Custom dashboards for operators and marketers

Business insights

Your finance office should call out problems before you ask.

Numora does more than organize reports. It looks for patterns owners usually miss: cash leaks, vendor drift, duplicate payments, margin drops, weak campaigns, and places where the business could save money.

Spot money leaks Duplicate subscriptions, unused tools, unexpected fees, margin drops, and expense spikes.

Find savings opportunities See where you can renegotiate vendors, reduce spend, or shift budget to higher-return channels.

Catch overpayments Detect unusual charges, repeated payments, rising unit costs, and categories that need review.

Savings opportunity scan

AI highlights patterns and expert review turns them into practical next steps.

$18.4k potential annual savings

Software subscriptions increased 42% Three tools have overlapping functions and low usage signals.

$4.8k

Vendor cost drift detected Shipping costs rose faster than revenue for 3 consecutive months.

$7.1k

Marketing spend underperforming One campaign has a CAC 63% above the account average.

$6.5k

Plain-language action agent

Ask any question about your reports, in any language.

Owners should not have to decode accounting language. Numora lets you ask business questions in plain English or another language and see answers connected to the dashboards, documents, and expert-reviewed outputs behind them.

Numora Agent Live data

Owner Why did profit drop if revenue went up?

Numora Agent Revenue increased 14%, but paid acquisition costs rose 31% and contractor expenses rose 18%. Gross margin is healthy, but net margin dropped from 24.1% to 18.7%.

Owner What should I do this week?

Numora Agent Review three missing receipts, approve the April close, check one contractor classification risk, and renegotiate shipping before the next renewal.

Owner Where are we overpaying?

Numora Agent Software subscriptions, shipping, and one vendor category need review. Estimated annual savings opportunity is $18.4k if the current pattern continues.

Owner Are we ready for annual reports and tax season?

Numora Agent Books are 92% categorized. Income tax, sales tax, payroll reports, annual reports, and CPA signature steps are already on the compliance calendar.

Owner Explain this in Spanish for my partner.

Numora Agent Yes. I can translate the summary, keep the numbers consistent, and explain the meaning without accounting jargon.

Ask about reports, cash flow, taxes, deadlines, savings, CAC...

Cash flow forecast

Projected cash position over the next 8 weeks.

$212k

P&L trend

Revenue, expenses, and net income by week.

18.7%

Marketing economics

Growth metrics tied to actual financial performance.

4.7x ROAS

CAC $64

LTV $780

CPC $2.18

Payback 41d

Filing and compliance calendar

Income tax, sales tax, payroll, annual reports, 1099s, and CPA signature steps.

7 tracked

Monthly bookkeeping close92%

Income tax returnCPA review

Sales tax filingNext due

Payroll reportsScheduled

Annual report preparationReady

1099 and vendor forms3 items

CPA signature and e-fileFinal step

Understandable for everyone

Financial clarity for every owner, in any language.

Financial reports should not feel locked behind accounting jargon or a language barrier. Numora can explain dashboards, summaries, alerts, report details, and business insights in any language, so owners, operators, and advisors can all work from the same picture.

CPA communication is available in English, Spanish, Italian, Chinese, and Russian.

Any-language reports Dashboards, explanations, summaries, report Q&A, and AI answers can be prepared in the language your team uses.

English CPA and business reporting support

Spanish CPA and business reporting support

Italian CPA and business reporting support

Chinese CPA and business reporting support

Russian CPA and business reporting support

How it works

Connect the data once. Delegate the finance operations every week.

Start with the records you already have. Numora organizes them, monitors patterns, prepares reports, creates action prompts, and gives your team a clean financial command center in the language they understand.

Connect sources

Upload bank statements, Excel, CSV files, or connect Plaid, accounting tools, payments, CRM, ecommerce, and ad platforms by API.

Map the business

AI learns entities, accounts, vendors, revenue streams, cost centers, marketing channels, and the structure of your reports.

Monitor and alert

AI watches transactions, deadlines, cash flow, expenses, marketing metrics, missing documents, and unusual patterns every week.

Review and act

Experts review the outputs where it matters. The owner reviews, corrects context when needed, approves decisions, and understands the result.

Why this is different

Not another tool. Not another person for you to manage.

Business owners need visibility, delegation, interpretation, operational accountability, and proactive follow-up. Numora combines them into one finance office.

Need	QuickBooks or spreadsheets	Traditional accountant or bookkeeper	Numora
Daily visibility	Possible, but the owner still has to maintain the system.	Usually monthly or annual, often after the fact.	Daily dashboards plus weekly proactive action prompts.
Plain-English answers	Reports exist, but they are not always easy to interpret.	Depends on availability and communication style.	AI chat, plain-language summaries, any-language report Q&A, and expert-reviewed explanations for owners.
Accounting accuracy	Needs setup, classification, reconciliation, and review.	Human-led, but often reactive and limited by capacity.	AI automation plus CPA-reviewed and CPA-signed outputs where applicable.
Delegation	The owner still operates the workflow and decides what to do next.	The owner still manages availability, quality, context, and follow-up.	Numora operates the workflow; the owner reviews, corrects, approves, and asks questions.
Proactive follow-up	The owner has to check what changed and what is missing.	Usually happens only after the owner asks.	52 proactive touchpoints per year for deadlines, missing documents, risks, and money leaks.
Growth metrics	Usually separate from accounting.	Often outside the bookkeeping scope.	CAC, LTV, CPC, ROAS, cohorts, and financial context tied to profit.
Savings insights	Requires manual analysis across categories and vendors.	Usually reported only if specifically requested.	Highlights money leaks, overpayments, and savings opportunities.
Language access	Reports usually stay in accounting terminology.	Depends on the person assigned to the account.	Reports in any language; CPA communication in English, Spanish, Italian, Chinese, and Russian.
Full lifecycle	Software does not open the company, manage annual reports, or own the filing calendar.	Often covers one slice of the work.	Company formation, books, dashboards, annual reports, tax-ready records, and recurring yearly cycles in one place.

Optional services

Add the specialized work when you need it.

Some businesses only need core bookkeeping and reporting. Others need tax filing, payroll, sales tax, or cleanup. These can be added after we understand the business.

Tax filing

Can be included in the proposal or handled as a separate engagement. Where applicable, filings are signed by a CPA inside the team.

Payroll

Payroll support and reporting for businesses that have employees or contractor payment needs.

Sales tax

State-specific sales tax support for businesses that need nexus, filing, or compliance help.

Historical cleanup

Catch-up bookkeeping for businesses behind on books or preparing for tax season.

Trust layer

Automation is powerful. Finance still needs accountability.

Numora combines AI workflows with licensed CPA expertise, so business owners can delegate the work while keeping visibility, interpretation, and professional review where it matters.

CPA-reviewed financial outputs. Reports are prepared through automation and reviewed by experts before official use.
Operational accountability. The finance workflow is monitored, organized, and followed up on, so the owner is not chasing every receipt, deadline, or report question.
CPA-signed tax filings where applicable. Tax filing can be included in the proposal or added as a separate service after review.
CPA conversations when needed. Owners can speak with a real person about tax returns, reports, and the business picture.
15+ years of CPA experience. The expert layer is built for real U.S. small and midsize business accounting needs.
Multilingual access. Reports can be explained in any language. CPA communication is available in English, Spanish, Italian, Chinese, and Russian.
Plain-English explanations. Owners can understand the story behind the numbers, ask questions, and receive explanations in the language they use.

FAQ

Questions business owners usually ask first.

Is this bookkeeping software or a service?

It is a hybrid finance service: AI-powered automation plus expert review. You get a system for your data, a proactive operating workflow, and professional review behind the accounting outputs.

Do I still need an outsourced bookkeeper or accountant?

No. Numora is designed to replace the separate outsourced bookkeeper or internal accounting hire for core bookkeeping, dashboards, reporting, deadlines, and recurring financial workflows.

What does proactive mean?

It means the system does not wait for you to ask. Numora monitors missing documents, unusual transactions, deadlines, cash flow, margin changes, and savings opportunities, then turns them into weekly action prompts.

What does the owner still need to do?

The owner stays in the control seat: review updates, approve important decisions, correct business context when needed, and ask questions. Numora handles the finance workflow so the owner does not have to operate it manually.

Can you help open a company?

Yes. Company formation can be handled from $1 plus government fees when a new business starts through Numora.

Do I need QuickBooks?

No. Numora can work from bank statements, spreadsheets, Plaid, APIs, and other records. If you already use QuickBooks, it can be part of the data flow.

What sources can I connect?

Typical sources include bank statements, Excel, CSV, Plaid, payment processors, ecommerce systems, ad platforms, CRM data, and accounting exports.

Is tax filing included?

Tax filing can be included in the proposal or added separately. On the demo, we review your entity, state, data volume, and how ready the books are.

Can I talk to a CPA?

Yes. A CPA video consultation can be added so you can discuss your tax return, financial reports, and business questions with a real person.

Can you help me find where I am losing money?

Yes. Numora looks for expense spikes, overpayments, duplicate tools, underperforming marketing spend, margin drops, and other patterns that may show where the business can save money.

Can reports be in another language?

Yes. Reports, summaries, dashboard explanations, and AI answers can be prepared in any language. CPA communication is available in English, Spanish, Italian, Chinese, and Russian.

What happens every year?

Numora keeps the recurring calendar for income tax returns, sales tax, payroll reports, annual reports, 1099s, document requests, CPA review, CPA signature where applicable, and filing workflows so the business does not restart from scratch every year.

Can you clean up old books?

Yes. Historical cleanup and catch-up bookkeeping are available as separate options for businesses that are behind or preparing for tax season.

What kind of responsibility do you take?

Numora takes operational responsibility for organizing the workflow, monitoring the records, preparing reports, sending updates, and adding CPA review where appropriate. Business owners remain responsible for business decisions and filings.

Is this an audit?

No. CPA review and CPA-signed filings do not mean an audit or assurance engagement unless separately contracted in writing.

Book a Demo

See what delegated financial control could look like.

Tell us what stage you are in: opening a new company, cleaning up old books, replacing a bookkeeper, finding savings, or preparing taxes. We will show how Numora can turn your records into clean books, dashboards, clear updates, report Q&A, and CPA-reviewed outputs.