3 months free + free catch-up cleanup*

Get your books clean, current and tax-ready

3 months of bookkeeping free*+ free catch-up cleanup on an annual plan · worth up to $1,500
  • Catch-up and cleanup to clear your backlog, fast
  • Accurate monthly books, reconciled and audit-ready
  • Connect QuickBooks or Xero, we handle the migration
  • AI does the busywork, expert accountants review every close

*Get 3 months of bookkeeping free plus free catch-up cleanup on an annual plan. Worth up to $1,500. New clients only; terms confirmed at sign-up.

Claim your 3 months free*

Start with a free books review

A specialist reviews your books and sends findings plus a free cleanup quote within 1 business day.

The onboarding offer

3 months of bookkeeping, free

Start on an annual plan and your first three months are on us, with a free catch-up cleanup to get current. Everything below is included.

3 months free

Three months of expert-reviewed bookkeeping at no cost on an annual plan, worth up to $1,500.

Free catch-up cleanup

We clear your backlog and fix the books, so you start clean, current and reconciled from day one.

Daily AI, expert-reviewed

AI categorizes and reconciles daily; an experienced accountant reviews and approves every close.

No setup fees

Connect QuickBooks or Xero and we handle the full migration. No setup fees, no long onboarding.

30-day money-back

No long-term contracts. If we are not the right fit in the first 30 days, you get your money back.

Decision-ready financials

Same-day visibility and a 3-day month-end close, with tax-ready, audit-ready financials year-round.

*3 months of bookkeeping free plus free catch-up cleanup, applicable on an annual plan only; up to $1,500 value; new clients only; cannot be combined with other offers; terms confirmed at sign-up.

How our bookkeeping process works

We build a predictable daily and monthly cycle that keeps your books accurate year-round.

Bookkeeping setup & cleanup
Bookkeeping setup & cleanup

We review past books, fix errors, rebuild categories, and set up clean structures.

Daily & weekly activity management
Daily & weekly activity management

We handle categorization, reconciliations, receipts, payables, and receivables.

Monthly bookkeeping cycle
Monthly bookkeeping cycle

All reconciliations, adjustments, provider costs, payments, and revenue mapping are completed cleanly.

Industry expert sync
Industry expert sync

Everything aligns with accounting, payroll, and tax, no conflicting numbers.

Bookkeeping workflow diagram

You get books that are clean, timely, and fully usable for decision-making.

Go beyond DIY and generalist books. AI-powered accounting, expert-reviewed.

Whether you need hands-off bookkeeping or a full finance partner, Numetix runs your books, close and reporting as one system: 80% automated, 20% expert, 100% reliable.

  • Daily bookkeeping with AI categorization, expert-reviewed
  • Monthly close and reporting on a clean, 3-day cycle
  • Tax-ready, GAAP-aligned financials, accrual by default
  • Multi-entity consolidation and ASC 606 revenue recognition
  • Works with QuickBooks, Xero, Stripe, Square and PayPal
Numetix monthly activity, categorized by client with active users and order dates

Automation does the busywork. Experts own the outcome.

The software handles transactions, categorization and reconciliations, while experienced accountants who know your industry check the numbers before they reach you.

Call us

Connects with the tools you already use, we handle the migration

QuickBooksXeroStripeSquarePayPalGusto
Daily bookkeeping

Clean books, kept current every day

Banks, credit cards, invoices and receipts flow into the Numetix processing engine. AI categorization, automated reconciliations and receipt matching across Stripe, Square and PayPal turn raw data into decision-ready financials, all reviewed by expert accountants.

Daily bookkeeping: banks, credit cards, invoices and receipts processed by Numetix into accurate revenue, correct expense allocation and reporting-ready data
Monthly close & reporting

Month-end in about 3 days, not 3 weeks

Bank and credit reconciliation, a clean monthly close and financial-statement preparation, run on a predictable cycle. AI flags exceptions and drafts adjustments; specialists review and approve before anything reaches you.

Monthly cycle: bank and credit reconciliation, monthly close, then financial statements preparation
Tax-ready & audit-ready

Audit-ready documentation, year-round

Tax-ready financials, audit-ready documentation, accrual by default, multi-entity consolidation and ASC 606 revenue recognition, so filing is never a scramble and your numbers always tie out.

Tax-ready, audit-ready financial reports and charts on a clipboard
Reports & insights

Clean financials with same-day visibility

An income statement, balance sheet and cash flow you can actually read, plus a monthly summary of what changed and what needs your attention, so bookkeeping feeds real decisions, not just compliance.

Numetix reporting dashboards showing profit increases of 54%, 27% and a 45% average

Who we support

Bookkeeping designed specifically for firms built on people and expertise:
  • Consulting & advisory
  • Creative & digital agencies
  • Legal & compliance practices
  • Healthcare clinics
  • IT & technical services
  • Non-profits & foundations
Built to handle multi-entity and multi-location complexity as you scale
Who we support illustration
Client results

Trusted by growing service firms

★★★★★

Billing accuracy was a constant challenge. Numetix cut billing errors by about 95% and reduced invoicing time by nearly half. Within two months we had board-ready reports and far better visibility.

IC
COOInsurance compliance consulting firm
★★★★★

We came with cash-basis books and no inventory tracking. They cleaned up historicals, built our ASC 606 framework, and fixed payroll tax issues. Within one quarter we had a GAAP-compliant close and board-ready reporting.

CE
ExecutiveClean energy company
200+service firms served
3-daymonth-end close
99.8%categorization accuracy
97%client retention
Limited onboarding offer

Get your books clean, current and tax-ready

Free books review, free catch-up cleanup, and 3 months free* on an annual plan. No obligation, 30-day money-back guarantee.

(650) 594-6161
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