Numra

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Finance & Trading AI trust control

About this Tool

Numra

Revolutionize finance with AI-driven automation and seamless integration.

[![Numra](https://numrahq.com/assets/numra-logo.svg)](https://numrahq.com/)
Use cases
[Finance Inbox](https://numrahq.com/) [Accounts Payable](https://numrahq.com/) [Accounts Receivable](https://numrahq.com/) [Data Transformations](https://numrahq.com/)
[Customers](https://numrahq.com/) [Pricing](https://numrahq.com/) [Security](https://numrahq.com/) [About](https://numrahq.com/)
[See a Demo ](https://numrahq.com/)
[How it works](https://numrahq.com/)
Use cases
[Finance Inbox](https://numrahq.com/) [Accounts Payable](https://numrahq.com/) [Accounts Receivable](https://numrahq.com/) [Data Transformations](https://numrahq.com/)
[Customers](https://numrahq.com/) [Pricing](https://numrahq.com/) [Security](https://numrahq.com/) [About](https://numrahq.com/)
[See a Demo ](https://numrahq.com/)
ROI Guaranteed
# AI Agents That Run Your Finance Operations
AI agents that take over the manual, repetitive finance work nobody wants to do — routing, processing, and posting across your inbox and systems automatically.
[ See a Demo ](https://numrahq.com/)
![Numra dashboard showing active routing rules](https://numrahq.com/assets/mobile/hero-dashboard-routing-rules.png)
numra
Home
Inbox Agent
AP Agent
AR Agent
Data Agent
Settings
Agents
JD
Integrations
Rules
Review
Logs
Active Routing Rules
Add Rule
Rule Name | Trigger | Action
—|—|—
Missing PO | Email contains an invoice and the invoice does not have a PO number | Reply — polite email explaining no PO, no pay policy. Ask to reissue with PO number.
Vendor Not in System |

Pros & Cons

✓ Pros

✓Map your workflow end to end
✓Document rules and edge cases
✓Define review checkpoints
✓Workflow automation
✓Free plan or freemium pricing

✗ Cons

✗Some advanced features may require higher-tier plans
✗Limited public documentation on advanced use cases

Key Features

🗺️

Map your workflow end to end

🔧

Document rules and edge cases

🔗

Identify integrations

🔧

Define review checkpoints

🔗

Connect systems

🔧

Translate rules into plain English

🔧

Test against real transactions

🔧

Validate edge cases

🔧

Refine until it runs as expected

🤝

Agent running in production

📋 Scripts & Prompts for Numra +

Copy these AI-powered scripts to get maximum value from this tool. Sign up free to copy.

📄 Template

Fine Tuning

Intermediate ⏱ 10 min

Sometimes no matter what tricks you throw at the model, it just won’t do what you want it to do.…

🔐 Browse All Scripts in the Vault →

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GitHub

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Pre-built automation agents that work with this tool — import in one click. Sign up free to access.

🤖 CLAUDE CODE

Claude Skill: Personal CFO

⏰ Scheduled

Claude Code skill that uses the Plaid MCP server to fetch transactions, categorize spending, project month-end balances, and surface anomalies via push or email.

https://github.com/anthropics/claude-cookbook

⬇ Import Agent Docs

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https://github.com/anthropics/claude-code

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https://github.com/Ganador1/FenixAI_tradingBot

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