We built Numeris Ledger with one non-negotiable standard: every layer of this platform has to be built right. The bookkeeping engine, the tax estimation logic, the bank connectivity. All of it. That standard led us to one clear choice for bank infrastructure.

Numeris Ledger x Plaid

We are proud to announce our AI Startup Partnership with Plaid. Numeris Ledger is now part of the Plaid AI Startup Cohort Program, and we partner with Plaid for secure, real-time bank connectivity for all our users.

As a member of the Plaid AI Startup Cohort Program, Numeris Ledger leverages Plaid's technology for real-time bank transaction data, giving every user on our platform accurate, up-to-date financial data at all times. Bank connections on Numeris Ledger are powered by Plaid.

Why This Matters for Freelancers and Small Business Owners

Real-time tax clarity is only possible with real-time data. When you connect your bank account to Numeris Ledger, Plaid powers that connection securely and reliably in the background. Your transactions flow in automatically, your bookkeeping stays current, and your tax estimates are always based on what is actually in your account today.

Numeris Ledger partners with Plaid for secure bank connectivity because our users cannot afford gaps, delays, or inaccurate numbers. You run your own business. Your financial picture needs to be right, all the time.

Built to the Highest Standard

This partnership did not happen overnight. Before a single user connects their bank, we met rigorous compliance requirements from Plaid and major US financial institutions. As a CPA-founded platform with over a decade of tax and accounting experience behind it, that bar was exactly where we expected it to be.

We partner with Plaid for secure, real-time bank connectivity because it reflects the same commitment to accuracy and trust that every feature of Numeris Ledger is built on.

What's Next

Our core real-time tax estimation engine is in active development and moving fast. The Plaid integration is live infrastructure, already in place and already built to production standards. As we head toward launch, we will keep sharing updates here.

Stay with us. The best is ahead.

Numeris Ledger x Plaid: AI Startup Partnership with Plaid