Numra

Numra is an AI agent platform that automates finance operations by executing workflows across email inboxes, accounting systems, and expense tools. It handles repetitive tasks such as invoice processing, vendor communication, payment reminders, and data posting. Numra agents read emails, extract data, apply user-defined rules written in plain English, and post results back to ERPs like Xero. The platform focuses on measurable ROI, calculating expected time and cost savings before implementation. It integrates with Gmail, Xero, Pleo, Slack, and other systems via API.

Key Features

• Connect to Your Systems: Plugs into inbox, ERP, expense tools, bank feeds, and CRM. Agents read emails, open attachments, extract data, and post back.
• Enforce Your Rules: Captures finance logic (coding rules, approval thresholds, exception handling) in plain English and executes it exactly.
• Handle Complexity: Reasons through varying invoices, contracts, and transactions the way a team would.
• Stay in Control: Every action includes full reasoning; team reviews only where it matters.

Use Cases

• Finance Inbox automation (triage, routing, replies)
• Accounts Payable (invoice processing, PO matching, GL coding)
• Accounts Receivable (invoice creation from contracts, payment reminders)
• Data Transformations (extract, transform, and post data across systems)

Who It’s For

Mid-market and enterprise finance teams with meaningful transaction volume and recurring workflows.