Guides for running your books in Nummio.
Guides cover everything from setting up your first business to closing a month and handing your CPA a tax export. Search from the sidebar, or pick a section below.
Getting started
Set up your business, connect the essentials, and land on Today with an empty queue card.
Migrating from QuickBooks
Bring your accounts, customers, vendors, and transaction history over, and check the balances before you rely on them.
Capturing expenses
Four ways to get a receipt into Nummio — manual entry, CSV import, an in-product upload, or forwarding an email — all land in the same review queue.
The review queue
Where captured expenses wait for your call — accept the guess, fix it, or batch through the ones Nummio is confident about.
Invoicing and getting paid
Build an invoice, send it with a payment link, and let a completed checkout mark it paid automatically.
Reimbursements
An employee submits, an Owner or Bookkeeper approves, and payment gets marked once it's actually sent.
Reconciling
Import a bank statement, let Nummio match it against your books, and clear the rest by hand.
Reports
What you made, what you're worth, where it went, and who still owes you.
Closing a month
A checklist confirms the month is actually done, then locking it stops the books from moving under you.
Working with your accountant
Invite your CPA into your books directly, with the access their work actually needs.
Tax exports
A package shaped for your filing type, ready to hand your CPA — not a filing itself.
Roles and permissions
Four roles — Owner, Bookkeeper, Employee, and External Accountant — each scoped to what that person actually needs.
Billing
Your plan, your usage against its limits, and what happens if you go over.
Connecting your own AI
Let Claude, ChatGPT, Cursor, or another assistant read and work in your books, as you, with your role's limits and a full audit trail.
Scheduled payments
Tell Nummio what leaves your accounts on a schedule so Today can see the dips coming.
Ask anything about your money
Ask a question in plain words and get an answer from your own books, with the report each figure came from.
The plan
A plan for the year, proposed from your own books in about ten minutes, that lives as pace rather than a grid.
How other businesses get paid by your customer
An anonymous, opt-in pool of payment timing, shown on a customer's page once enough other businesses are in it.
Connect your own software with the API
Give software you run or build its own key to your books, decide what it can do, and switch it off in one click.