Features
Bookkeeping with tax intelligence built in
Real-time tax estimates, Safe-to-Spend, receipt OCR, bank sync and CPA-reviewed books for freelancers, startups and small businesses.
Why Numeris exists
Freelancers, startups, and small businesses 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, startups, and small businesses 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, startup, and small business owner 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.)
Stop guessing. Start knowing.
Numeris Ledger gives freelancers, startups, and small businesses structured financial clarity — not just bookkeeping.
Know your profit. Know your taxes. Know what's safe to spend.