Question 1

How does auto-reconciliation work?

Accepted Answer

Our AI analyses transaction patterns, amounts, dates, and descriptions to match bank transactions with invoices. You set confidence thresholds (e.g., 90%+) for automatic posting, and lower-confidence matches go to a review queue for manual approval.

Question 2

Does Numbr AI support UK VAT edge cases?

Accepted Answer

Yes! Numbr AI handles Standard (20%), Reduced (5%), Zero-rated (0%), and Reverse Charge scenarios. The system automatically allocates transactions to the correct VAT boxes and flags edge cases for review.

Question 3

Can I connect to Xero or QuickBooks Online?

Accepted Answer

Yes, Numbr AI integrates with both Xero and QuickBooks Online. You can import your chart of accounts, sync contacts, and export transaction packs. Full two-way sync is available on Pro plans.

Question 4

Is my data secure?

Accepted Answer

Absolutely. All data is encrypted in transit (TLS) and at rest (AES-256). We're SOC 2 Type II compliant and follow GDPR requirements. Your data is stored in secure UK/EU data centres and never shared with third parties.

Question 5

What is MTD-ready VAT reporting?

Accepted Answer

Numbr AI generates VAT reports that are formatted and calculated according to HMRC's Making Tax Digital requirements. These reports can be exported to Xero or QuickBooks, which handle the actual submission to HMRC.