NUMA for Xero
NUMA deploys digital finance employees inside Xero to automate AP, bank reconciliation, and month-end close — with segregation of duties and full audit trails.
For controllers, CFOs, and fractional CFOs running Xero.
The Challenge
Xero gives you clean books, real-time bank feeds, and a modern interface. But every transaction still needs a person to match, approve, post, and reconcile. That means your team is stuck in execution — not analysis, not strategy.
AP invoices are keyed in manually, chased for approval, then posted one at a time.
Bank reconciliation still requires someone to review every suggested match and clear exceptions.
Month-end close is a sequence of repetitive journal entries, accruals, and balance checks done under time pressure.
Controls depend on memory and checklists — not enforced workflows.
Xero wasn’t built to execute accounting workflows autonomously. NUMA is.
How It Works
NUMA connects directly to your Xero environment and executes finance workflows end-to-end — following your rules, your approval chains, and your chart of accounts.
From invoice capture through coding, approval routing, and payment staging.
Automatically match transactions, apply rules, and flag exceptions for human review.
Post recurring journals, calculate accruals, and complete balance sheet reconciliations on schedule.
Anything outside defined thresholds or acceptance criteria gets escalated, not guessed at.
NUMA doesn’t replace your team. It handles the volume so they can focus on judgment. See how NUMA works →
Governance
NUMA enforces your internal controls during execution — not after the fact. Every action is governed by the rules you define before anything runs.
Starting Points
Most teams start with one workflow and expand from there. Here are the three most common starting points for Xero environments.
NUMA captures invoices, codes line items to your chart of accounts, routes approvals, and stages payments — end to end inside Xero.
Typical result: 80% reduction in manual AP processing time.
NUMA matches bank feed transactions against open invoices and expected entries, applies your rules, and escalates anything that doesn’t match.
Typical result: Daily reconciliation completed before your team logs in.
NUMA runs your recurring journals, calculates accruals, reconciles balance sheet accounts, and checks for anomalies — all on schedule.
Typical result: Close cycle reduced by 40–60%.
Get Started
NUMA doesn’t require a six-month implementation. We start with a single workflow — usually AP or reconciliation — and deliver a working deployment inside your Xero environment within 30 days. You keep full control. You define the rules. NUMA executes.