Upload a bank statement. Numvia categorises every transaction, runs CIS analysis, tracks HMRC deadlines, and drafts client reminder emails — in under 60 seconds.
Small accounting practices spend nearly half their time on manual transaction categorisation — the lowest-margin work in the firm. Numvia gives that time back, so you can focus on advisory work that actually grows your practice.
Upload any bank statement — CSV, PDF, or photo. Numvia applies VAT codes T0–T9, nominal codes, and income/expenditure splits in seconds. Every line gets a confidence score. Anything uncertain is flagged for your review.
Select the tax month from a simple grid — no date pickers. Numvia groups all subcontractor payments within the 6th–5th window, calculates 20% deductions, flags unverified UTRs, and generates a CIS300 summary ready to file.
Every client's VAT return, corporation tax, CIS return, payroll RTI, self assessment, and annual accounts — tracked alongside HMRC's own key dates. Urgency alerts mean nothing slips through.
Numvia drafts personalised chase emails for each client — pulling in their specific deadline, what's outstanding, and the exact figures involved. Review and send in one click, or edit before sending. No more copy-pasting.
Add a client by name and Numvia pulls their company number, incorporation date, SIC code, filing history, confirmation statement deadline, and registered address from Companies House instantly. No manual data entry.
One-click export to Xero CSV, Sage import, QuickBooks IIF, VT Transaction+, or raw CSV. Your clients keep their existing software — Numvia sits on top. No migrations, no disruption.
Choose from your client list. Companies House data loads automatically — company type, CIS status, year end, upcoming deadlines.
Drop in a CSV, PDF, or photograph. Choose "All transactions" for full categorisation, or select a specific CIS tax month.
AI applies VAT codes, nominal codes, CIS groupings. Anything below 95% confidence is flagged for your professional judgement.
Check flagged items, make any edits, then export directly to Xero, Sage, QuickBooks, or VT+. Done. Next client.
Numvia was built from scratch for UK practices. HMRC VAT codes, CIS regulations, Making Tax Digital, corporation tax dates, Companies House filing deadlines — all baked in. Not bolted on.
Every transaction is categorised with a confidence score. Below 95%? Flagged for your review. You stay in control — Numvia handles the volume.
Practices in our pilot programme are recovering 6–10 hours per week on bookkeeping alone. That's time you can redirect to higher-value advisory work — or just leave the office on time.
No installation. No IT department. No migration. Open Numvia in your browser, add your clients, and start categorising. Your existing Xero, Sage, or QuickBooks stays exactly where it is.
Select the tax month — Numvia does the rest. Every subcontractor payment is identified, grouped, verified against Companies House, and summarised into a CIS300 ready to file with HMRC.
| Subcontractor | UTR | Status | Gross | Deduction |
|---|---|---|---|---|
| A. Patel Plumbing | 1234567890 | ✓ Verified | £3,000 | −£600 |
| J. Mills Electrical | 9876543210 | ✓ Verified | £1,500 | −£300 |
| R. Okonkwo Roofing | 5432109876 | ⚠ Unverified | £2,200 | −£660 |
| D. Novak Building | 6789012345 | ✓ Verified | £4,500 | −£900 |
Every plan includes a 30-day free trial. No credit card required to start.
It categorised 60 transactions from our biggest CIS client in about 40 seconds. The subcontractor UTR matching alone saves us an hour every month.
The deadline tracker means I'm not keeping a mental checklist anymore. Monday morning, open Numvia, know exactly what needs attention that week.
The AI reminder emails are better than what I'd write myself. It pulled in the exact amount outstanding and the deadline date — the client responded in an hour.
We're onboarding a small number of UK accounting practices completely free in exchange for honest feedback. No contracts, no credit card — just tell us what works and what doesn't.
No spam. No sales calls. Just a link to Numvia and a quick onboarding call.