Uncategorized Transactions
Made Easy

Numoro AI automatically enriches uncategorized transactions with vendor details and suggests the right GL coding based on your client's history. No more spreadsheet chasing.

80%+
Transactions Auto-Categorized
10+ hrs
Saved Per Client Monthly
2 days
Faster Month-End Close
Start Your Free 14-Day Trial

Setup in 5 minutes

Numoro AI in Action

Numoro doesn't just categorize transactions — it creates a seamless workflow between you and your clients that eliminates the guesswork and gets you back to focusing on growing your business.

Numoro AI - Transaction Processing

Connected to QuickBooks Online

Syncing uncategorized transactions...

Description
Amount
AI Enhancement
Confidence
Action
AMZN*Digital Services
-$29.99
Adobe Creative Cloud
Software Subscription • Monthly
→ 6100 - Software & Subscriptions
95%
✅ Auto-categorized
SQ*UNKNOWN MERCHANT
-$47.83
Coffee Shop - Denver, CO
Restaurant/Café • Business Meeting
→ 6200 - Meals & Entertainment
74%
⚠️ Review needed
PAYPAL*UNKNOWN
-$156.78
Unknown Digital Purchase
Needs client clarification
→ Pending categorization
25%
📧 Send to client
OFFICE DEPOT #3321
-$89.67
Office Supplies
Printer paper & toner • Client confirmed
→ 5000 - Office Supplies
98%
📤 Ready to post
1
Connect to QuickBooksSecurely sync all uncategorized transactions from your client's QBO account in real-time.
2
AI Enriches TransactionsAutomatically identifies vendors, locations, and suggests GL accounts with confidence scores.
3
Client ReviewLow-confidence transactions are sent to clients via email for quick clarification.
4
Review & PostApprove categorizations and post directly back to QuickBooks Online with one click.

How Numoro Works Its Magic

1

Connect & Sync

Connect your client's QuickBooks Online accounts. Numoro instantly syncs all uncategorized transactions.

2

AI Enhancement

Leave it to Numoro to identify the vendors, translate foreign transactions, and suggests accurate categories based on client history.

3

Client Collaboration

For transactions needing context, clients receive an email with a link to quickly add descriptions, receipts, and details. No login required.

9:41 AM
Mail
N
Numoro AI
Action required: 3 transactions
2m ago

Transaction Clarification Needed

Hi Sarah,

Your accountant needs clarification on 3 transactions from your recent activity. This will only take 2 minutes.

Transactions needing review:
PAYPAL*UNKNOWN -$156.78
SQ*COFFEE SHOP -$47.83
+ 1 more transaction
No login required • Secure link to Numoro

Everything You Need for Effortless Categorization

AI + Client Collaboration = Perfect Categorization

  • Instantly classify uncategorized transactions using vendor details
  • If needed, clients receive an email link to review
  • You approve categorizations with one click posting to QBO
  • Foreign transactions automatically translated and categorized
  • Seamless QuickBooks Online integration

Simple, Transparent Pricing

No setup fees. No contracts. Cancel anytime.

Most Popular

Per Client

$2 /month
  • Unlimited transactions per client
  • AI-powered vendor identification
  • Magic link client portal
  • QuickBooks Online integration
  • Multi-language transaction support
  • Receipt & document attachments
  • Email & chat support
Start Free 14-Day Trial

No credit card required

Example: Managing 20 clients? Just $40/month total.

Compare that to 200+ hours saved monthly at $50/hour = $10,000 in recovered billable time

Ready to Transform Your Practice?

Join other accountants who've already reclaimed their time with Numoro AI

Start Your Free Trial

✓ Setup in 5 minutes ✓ Cancel anytime