Forward a receipt. The books update.

The real product, not a screenshot.

Leaving QuickBooks

Watch your QuickBooks history move over.

Pick a sample export and press Run — the actual parser, the actual account mapping, and the actual reconciliation report, running in your browser in under 20 seconds.

Review queue

Clear a real review queue.

Eight seeded transactions, the same component every Nummio customer uses, and the same keyboard shortcuts — batch-accept the ones it's confident about, override the rest.

8 transactions need your call.

Help

5 Nummio is confident about

3 need your call

2026-08-16 · email

Riverside Catering

−$340.00

Could be a client meal or an office party — the amount and vendor name don't clearly point to one account.

62% confident
No receipt attached

2026-08-17 · email

Home Depot

−$178.22

Hardware store purchase — this could be a repair, a supply run, or equipment, and the description doesn't say which.

58% confident
No receipt attached

2026-08-18 · csv_import

Unknown vendor

−$95.00
Uncategorized
No receipt attached

Simple and Ledger

One transaction, two ways to see it.

Toggle between the plain-English view an owner reads and the double-entry journal entry underneath — the actual toggle, the actual ledger view.

2026-08-15

Office Depot

−$47.32

Booked to Office Supplies, paid with Business Visa ····8823.

Printer paper and toner, restocking the front office

Month-end close

What month-end close actually looks like.

Four real screens, in order: reconcile the statement, clear the queue, run the checklist, lock the period.

Step 1

Reconcile the statement.

Nummio pulls in the bank statement and matches most lines to your books automatically, so you're only looking at the handful that need a human.

Off by $465.00.
Cash · statement 07/0107/31
What the bank says
$465.00
What your books say
−$425.00
Matched (4)
07/15CONTRACTOR PAY Contractor payment−$650.00
07/20RENT PAYMT Office rent−$1,800.00
07/25SAAS SOFTWARE INC Monthly SaaS subscription−$89.00
07/28CLIENT PMT ACH — HARLOW ASSOC Client payment — Harlow Associates$3,200.00

Step 2

Clear the queue.

Every receipt and charge Nummio is confident about gets batch-accepted in one click; the rest get a plain-English reason and a one-click override.

5 transactions need your call.

Help

3 Nummio is confident about

2 need your call

2026-08-17 · email

Lighthouse Legal Group

−$450.00

Could be a one-time legal engagement or a retainer — the amount doesn't clearly indicate which.

61% confident
No receipt attached

2026-08-18 · csv_import

Unknown vendor

−$62.00
Uncategorized
No receipt attached

Step 3

Run the checklist.

Three gates have to be green before a period can close: statements reconciled, the review queue empty, and no draft transactions left behind.

  • DoneEvery bank statement in this period is reconciled
  • DoneThe review queue is empty for this period
  • DoneNo draft transactions remain in this period

Step 4

Lock the period.

Once the checklist is clean, locking the period freezes it — no more postings land inside it without a reversing entry and an audit trail.

Locked

Locked by Dana Okafor on Aug 1, 2026, 4:32 PM.

Ready to see it on your own books?

Every demo above runs on seeded data. Send us a real export and we'll walk through it together.

Book a conversation