Accounting software for accountants and bookkeepers
The figures. And the records behind them.
Work with your client in their NumWise workspace, or receive the period in one Accountant pack. Review the figures, the source records and anything still needing attention.
Try NumWise yourself for 7 days, or ask an existing client to invite you to their workspace. No card needed for the trial.
Access by invitation
Your login is included in the client’s plan.
Documents beside the figures
Invoices, receipts and bank matches in one place.
Exports for your workflow
A period pack, plus individual Excel and CSV reports.
Profit and loss for the period, ready to export
Reports state their dates and basis. Review income and business costs, then export to Excel or CSV for your own working papers.
1 April to 30 September 2026
Cash basis. VAT included (not VAT-registered).
- Total income
- €11,440.00
- Total expenses
- €3,570.00
- Profit before tax
- €7,870.00
Income and expenses by month
April to September 2026 · EUR
| Month | Income | Expenses |
|---|---|---|
| Apr | €1,280.00 | €480.00 |
| May | €1,720.00 | €610.00 |
| Jun | €1,600.00 | €560.00 |
| Jul | €2,120.00 | €720.00 |
| Aug | €2,240.00 | €580.00 |
| Sept | €2,480.00 | €620.00 |
What these figures mean
Income counts payments received. Expenses count business costs paid in this period.
A VAT period you can work through.
Start with the draft, check the business’s VAT basis and review the underlying sales and purchase records. The return stays yours to check and file.
VAT3 draft for review
- T1VAT on sales
- €460.00
- T2VAT on purchases
- €115.00
- T3Net VAT payable
- €345.00
Review the figures, then file through ROS.
The records behind the period
€2,000.00 net at 23%€460.00 VAT
€500.00 net at 23%€115.00 VAT
Check the period and basis
VAT reports follow the business’s invoice or moneys-received basis. Confirm the dates before reviewing the figures.
Review the supporting records
Keep invoice details, costs and attached receipts close to your review. Check categories, business use and VAT treatment against the source documents.
Take the figures into your workflow
Export the reports for your working papers. NumWise prepares a VAT3 draft; you or your client file the return through ROS.
Two ways to handle client bookkeeping
Choose the handover that suits each client. Their records stay in their own workspace.
Review the records as they happen.
Accept an invitation as an Accountant on Business or Professional. Use your own login to review documents, update permitted records and prepare reports. Your place counts towards the client’s people allowance.
See access and plan detailsKeep your existing working papers.
For a client on Lite or Starter, or whenever you prefer files, ask them to prepare an Accountant pack. The period’s reports, registers and available attachments come together, with an index showing any missing files.
See the Accountant packWhat you see, what you can change
The Accountant role in a client’s workspace. Only the owner and admins change settings, the team or billing.
| Area | See | Change |
|---|---|---|
| Quotes, invoices and credit notes | Yes | Yes |
| Costs, bills to pay and the expense inbox | Yes | Yes |
| Bank statement lines and matches | Yes | Yes |
| Reports: profit and loss, VAT summary, VAT3 draft, cash flow | Yes | Export |
| Settings, team and billing | No | No |
The whole period in one Accountant pack
Choose the dates, review the gaps, then download one ZIP with the reports, registers and whatever documents are attached. The pack is available on every plan and includes VAT reports for VAT-registered businesses.
September,
brought together.
The figures and the records behind them.
- 01Reports
- Profit & loss · VAT summary · VAT3 draft
- 02Registers
- Invoices, costs, credits and payments
- 03Source documents
- Available attachments, linked to their records
Know what still
needs a look.
SUP-0105 · Workshop materials
The document index records the gap. You can add the file, refresh the records and prepare the pack again.
The period stays open.
Asked by accountants
Something else? Write to hello@numwise.eu.
Do I pay to accept an invitation?
No. Your access is part of your client’s plan and counts as one of its people.
Can I correct categories and records?
Yes. The Accountant role can create invoices, edit drafts, correct costs and work on bank matches. Issued invoices keep their original details; use a credit note for a correction. Settings, the team and billing stay with the owner and admins.
What does NumWise prepare for the VAT return?
A VAT3 draft for review, box by box, built from the recorded invoices and costs, with sales and purchases by VAT rate. You check it and file through ROS as you do today.
What format are the exports in?
Accountant pack brings the selected period into one ZIP: Excel reports and registers, available attached source documents and a document index that flags gaps. NumWise invoices and credit notes are included as source records and line items; the pack does not add separate PDFs of them. Individual reports still export to Excel or CSV.
Can my client send a pack without giving me a login?
Yes. Accountant pack is available on every plan, including Lite and Starter. Your client prepares and downloads it from Reports, then shares it with you. Preparing a pack does not send an email, lock the period or file a return.
Who pays for the workspace?
Your client. Each business has its own plan; accountant logins come with Business and Professional.
See NumWise the way your clients will.
7-day free trial, no card needed. Or ask a client who already uses NumWise to invite you.