Outsourced bookkeeping that works with QuickBooks Online and Xero
Numetix works in both QuickBooks Online and Xero, and it works inside your own account rather than on a platform of its own. That is the important part: you own your accounting file, so the books, the history and the subscription stay in your name, and if you ever leave, you keep the live file rather than a folder of exports. Most outsourced services can log in to QuickBooks or Xero, so that alone is not what separates them. What does is where your books live and, for a specialist, whether the accounting file is reconciled to the operational system your business actually runs on. This page is the platform statement and what to compare beyond software.
The platform matrix
Numetix works with the core accounting platforms directly, in your own account. For its four specialist industries, it also reconciles the accounting file to the operational system the business runs on, so production, collections and funds tie out to where the work happens.
Layer | What Numetix works with |
|---|---|
Core accounting | QuickBooks Online and Xero, in your own account, with your bank and card feeds. |
Medical and dental practices | Reconciles to the practice-management system the practice runs on, so production and collections tie out to the books. |
Property management | Reconciles to the property-management platform, including owner trust funds, so the books match the property ledgers. |
Law firms | Reconciles to practice-management and trust accounting, so client trust and operating funds stay correct and separate. |
Nonprofits | Handles fund accounting so restricted and unrestricted funds are tracked and reconciled correctly. |
The accounting layer is the same for every business. The operational layer is where a specialist earns the name, because reconciling the practice-management or property system to the accounting file is what makes the books match reality rather than just matching the bank.
Why working in your own file matters
There are two models in outsourced bookkeeping, and the difference is who owns your books. In one, the provider works inside your own QuickBooks Online or Xero account, so you keep ownership, access and full history, and changing providers means changing who logs in. In the other, the provider keeps your books on a proprietary platform of its own, which can be convenient but means that leaving involves exporting summaries rather than taking the live file, and that you depend on the provider to see your own records. Numetix uses the first model. Your books are yours, and that is a deliberate choice, not an incidental one.
What to compare beyond software
Because most providers support QuickBooks Online and Xero, software compatibility is a baseline, not a reason to choose. These are the things that actually separate one service from another, and the questions worth asking any provider you consider.
What to compare | The question to ask |
|---|---|
Pricing model | Is it a fixed monthly fee or hourly, and what does it include? |
Who does the work | A qualified team with accountant oversight, or a single general bookkeeper? |
Monthly close | Are all bank, card and balance-sheet accounts fully reconciled each month? |
Cleanup capability | Can they clear a backlog if your existing books are behind? |
Scope | Do they handle accounts payable and receivable, or bookkeeping only? |
Security | Role-based access, multi-factor authentication and clear data handling? |
Industry knowledge | Do they know the rules specific to your industry, if it has them? |
Where Numetix fits
Numetix is the specialist option that works in your own QuickBooks Online or Xero account. You keep the file, a qualified team does the work with a full monthly close, and for the four industries it serves, the accounting file is reconciled to the practice-management or property system the business runs on. Software support is the easy part, and everyone claims it; what Numetix adds is ownership of your own books and an accounting file that ties out to where your work actually happens. If you are comparing outsourced services, compare them on the list above, and ask each one where your books will live.
This page is general information, not accounting or software advice. Supported platforms and the specific practice-management systems Numetix reconciles from depend on the engagement and are confirmed during onboarding. Product names belong to their respective owners and are used here for description only.
Related reading: Bench vs Pilot vs a specialist firm, is AI bookkeeping safe, do you need an industry-specific bookkeeper and in-house versus outsourced bookkeeping.
Numetix is an AI-first accounting firm. AI runs the bookkeeping, tax, payroll, and reporting workflow. Industry experts handle the judgment, month-end close, review, and advisory. We serve founder-led service firms across law, consulting, IT, healthcare, creative, and nonprofit. Headquartered in California, serving clients nationwide.
Suggested Readings
How much does outsourced bookkeeping cost per month?
When does a medical or dental practice need a fractional or outsourced CFO?
Should a nonprofit hire an in-house bookkeeper or outsource its accounting?
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