For accounting & bookkeeping firms
Available on Microsoft Marketplace · Integrates with QuickBooks Online · Built on Microsoft Azure
Set it up once. The intake runs itself.
Three steps. No app, no English, no shoebox.
Step 1
Connect your client’s QuickBooks
A few clicks through QuickBooks Online’s secure OAuth connection. You stay in control; Numerita reads and writes to that client’s books only.
Step 2
Your client sends receipts by message
No app, no computer, no English required. Your clients snap a photo of any receipt or invoice and send it. Numerita reads it, categorizes it, and writes it into their QuickBooks instantly.
Step 3
Clean transactions land in QuickBooks
Every receipt is categorized and written into the client’s books automatically. Your team gets reconciliation-ready entries — and each client gets a plain-Spanish weekly cash summary by voice note and text.
Built for the way your firm already works.
Four things that make Numerita the right intake layer for firms with Spanish-speaking clients.
Spanish intake, zero training
Your clients use the language and tools they already know. No onboarding, no support tickets, no “how do I upload this.”
Straight into QuickBooks Online
Categorized transactions written directly into each client’s QuickBooks — not another dashboard your team has to check.
Weekly cash summaries for clients
Each client gets a plain-Spanish summary by text and voice note. Fewer “how’s my business doing” calls to your office.
Secure and isolated
Every client’s data is encrypted and isolated on Microsoft Azure. Never sold, never used to train AI. Authentication through Intuit’s secure OAuth.
Works with the tools you already trust.
of US small businesses use QuickBooks Online
accounting intake tool for Spanish-speaking clients
100%
isolated, encrypted per client on Azure
Authenticated through Intuit’s secure connection
Frequently Asked Questions
Everything you need to know about how Numerita works with your firm and your clients.
Get Started
Get Started
How does my client’s data get into QuickBooks?
Do my clients need to speak English or use software?
Is my clients’ financial data secure?
Is Numerita an accountant or tax preparer?
How do I get started?
Reconciliation-ready books. Happier clients. Less time chasing receipts.
Get Started
Get Started
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