Using the Numonis platform
Practical guides for using the Numonis platform as a client: documents, invoices, banking, tasks, messages, reports, and settings.
Use these guides to work in the Numonis platform as a client. Each article starts with what the area is for, then explains how to get there, which actions to use, and what happens next.
Start here
- Access and navigate Numonis
- Use the Numonis platform on mobile or as a PWA
- First week with Numonis
- Understand the dashboard
- Upload documents
- What to upload and when
- Connect a bank account
- Create a sales invoice
- Monthly and quarterly checklist
- Talk to Numonis from Messages & Meetings
What you can do in the Numonis platform
The Numonis platform centralizes your daily work with your accountant: uploading invoices and receipts, reviewing bank transactions, issuing sales invoices, responding to tasks, checking reports, and opening conversations with the Numonis team.
The information you see belongs to the selected organization. If you have access to more than one business, switch organizations from the sidebar selector before working.
Platform coverage
- Dashboard: pending items, documents, tasks, and recent activity.
- Documents: uploads, archive, statuses, and supporting documents.
- Banking: bank account connections, transaction review, and document matching.
- Sales invoices: setup, creation, sending, payment status, customers, and items.
- Accounting routines: monthly and quarterly checks before accountant review.
- Tasks and messages: daily collaboration with Numonis.
- Financial reports: business performance and data completeness.
- Numonis AI: available only when the feature is enabled for your account.
- Settings: profile settings for your user account and organization settings for business details and team access.
- Help and glossary: common problems and accounting terms used in Numonis.