Know Your Profit. Know Your Taxes. Know What's Safe to Spend.
Numeris Ledger is bookkeeping built for freelancers — with real-time estimated tax intelligence and clear Safe-to-Spend visibility.
Automated tracking. Clean financial snapshots. Optional CPA review.
Secure Bank Connections · CPA-Backed · Cancel Anytime
Why Numeris exists
Freelancers don't struggle with earning income.
They struggle with financial clarity.
Traditional accounting tools show transactions. They don't answer the questions that matter:
How much do I owe in taxes?
Did I save enough?
Can I afford to spend this?
Numeris Ledger was built to answer those questions directly — with real-time intelligence built into your books, not bolted on afterward.
Tax Intelligence Dashboard
Running net business income
$48,200
Estimated federal tax obligation
$10,850
Estimated self-employment tax
$6,830
Estimated state tax obligation
$3,200
Quarterly projection snapshot
Q3 · On track
Updates automatically as income changes
Estimated Tax Intelligence™
Real-Time Tax Clarity — Built Into Your Books
A structured calculation engine that continuously analyzes your net income and projects your federal, state, and self-employment tax obligations. As your income changes, your estimates update.
No separate calculator
No quarterly guesswork
No end-of-year surprises
It's not static math —
it's living financial visibility that mirrors the real income fluctuations of independent professionals.
Safe-to-Spend
Because revenue isn't spendable cash.
After accounting for your projected tax reserve, Numeris Ledger calculates your Safe-to-Spend balance — what's realistically available to you right now.
This gives freelancers something most accounting software never provides: Clarity. You don't just see revenue. You see what you can actually spend.
Available cash
$48,200
Estimated tax reserve
$20,880
Safe-to-Spend
Your realistic available balance
$27,320
Updates in real time as income and expenses change
What's included
Built around the three questions every freelancer needs answered.
Numeris Ledger combines automated bookkeeping, real-time tax intelligence, and optional CPA oversight — so you always know your profit, your tax liability, and what's safe to spend.
Real-Time Tax Engine
Automatically estimates your federal income tax, state income tax, and self-employment tax as your income changes — no quarterly surprises.
Smart Document OCR
Upload any tax document and Numeris Ledger extracts, classifies, and reconciles data automatically — eliminating manual data entry.
Real-Time Bank Transactions
Securely link your business bank accounts via Plaid. Every transaction is automatically imported, categorized, and reflected in your books in real time.
SOC 2 Ready Storage
All client data is encrypted at rest and in transit on AWS infrastructure, built to meet enterprise security standards from day one.
CPA-Backed Compliance
Your books are reviewed monthly by a licensed CPA — keeping your categories accurate, your records clean, and your finances tax-ready year-round.
AI Tax Assistant
Powered by AI, your personal tax assistant answers questions tailored to your own financial situation — covering deductions, estimates, and filing basics. (Available on Plus plan. Subject to topic and usage limits.)
How it works
From scattered receipts to tax clarity in minutes
Unlike traditional accounting software, our workflow is designed for freelancers and small business owners — making business accounting actually work for you.
Pricing
Simple, transparent pricing
Pay for what you use. Scale as you grow. No hidden fees, no surprises.
Trial / Basic
per month — free for 7 days, $39/month after
Everything a freelancer needs to stay on top of their books and taxes year-round.
- ✓Connect 2 bank accounts
- ✓Auto import + smart categorization
- ✓Document OCR (500 pages/month)
- ✓Monthly dashboard snapshot
- ✓Estimated tax calculations
- ✓Profit & Loss statement
- ✓Email support (48–72 hrs)
- ✓SOC 2 ready infrastructure
Basic
per month
Everything a freelancer needs to stay on top of their books and taxes year-round.
- ✓Connect 2 bank accounts
- ✓Auto import + smart categorization
- ✓Document OCR (500 pages/month)
- ✓Monthly dashboard snapshot
- ✓Estimated tax calculations
- ✓Profit & Loss statement
- ✓Email support (48–72 hrs)
- ✓SOC 2 ready infrastructure
Plus
per month, billed monthly
Everything in Basic, plus CPA oversight and advanced tools for growing freelancers.
- Everything in Basic, plus:
- ✓Unlimited bank accounts
- ✓Monthly CPA quality-control review
- ✓Schedule C generation
- ✓Priority support (24–48 hrs)
- ✓AI Tax Assistant
Optional Add-Ons
Need a little more?
Available on any plan. Pay only for what you need.
One-Time Bookkeeping Cleanup
$650
We reconcile and categorize up to 12 months of messy transactions so you start fresh.
CPA Consult Session
$100 / hr
A 1:1 session with a licensed CPA to answer your specific tax questions.
Tax Preparation
$350
Full Schedule C preparation by a licensed CPA using your clean Numeris Ledger books.
Have questions about add-ons?
What does "CPA quality-control review" mean?
Each month a licensed CPA reviews your income categories, flags duplicates, and delivers a short notes summary. It's structured accuracy oversight — not tax filing.
Stop guessing. Start knowing.
Numeris Ledger gives freelancers structured financial clarity — not just bookkeeping.
Know your profit. Know your taxes. Know what's safe to spend.