AI-assisted bookkeeping · 2026
Send the receipt.
Skip the spreadsheet.
EZRA Numera is the secure client portal where your accountant and Claude work together — uploads come in, AI drafts the entries, and humans sign them off. Done.
Documents tagged
all formats
AI confidence
flagged
Audit trail
every action
Review queue
Office Depot · Suppliesneeds review$248.12
Sun Properties · Rentauto-drafted$3,200.00
Stripe payout · Revenueapproved$12,840.55
What's inside
Bookkeeping software that respects your accountant, your client, and your time.
AI-drafted entries
Claude reads your receipts, invoices, and statements — drafts ledger entries automatically.
Human-in-the-loop
Every entry waits for your accountant's sign-off. No silent automations.
Any document, any format
PDFs, images, spreadsheets, contracts — organised per client, per tax year.
Live general ledger
Running balance, monthly P&L, exportable to PDF / CSV / XLSX in one click.
Secure messaging
Attach files to ledger entries. Threads archived and searchable.
Built for tax season
Quarterly reminders, W-2/1099 deadlines, and a chatbot that answers FAQs 24/7.
Ready when you are.
Two roles. One portal. Zero email attachments.