Court-ready accountings in hours, not weeks.
Numerly connects to your wards' accounts, categorizes every transaction to your court's format, and builds the annual accounting for you — so reporting season stops being a fire drill.
numerlyAll Wards How Numerly works
Connect
Link ward accounts in minutes with read-only access.
Review
AI organizes transactions daily. You review in minutes, not weeks.
File
Generate court-ready reports and file with confidence.
Connect accounts
Read-only. We can view, never move money.
Transactions
Needs review (2)Annual Accounting 2024
Ready to file- All schedules complete
- Reconciled
- Audit trail verified
Everything you need to manage, account for, and protect your wards.
All TransactionsAutomatic transaction tracking
Daily, read-only feeds keep every financial account up to date.
- Every transaction imported daily, automatically
- AI categorizes to your court's required chart
- Exceptions flagged so you stay in control
From year-end chaos to court-ready clarity.
Numerly automates the busiest, most error-prone parts of accounting so you can deliver accurate, defensible results — faster.
- Manual data entry & connectors
- Receipts in a mailbox or email
- Months, not real-time, reporting
- Chasing expenses and late filings
- Zero visibility until it's too late
With NumerlynumerlyWho it's for
- Professional guardiansManage 10–100+ wards efficiently.
- Fiduciary & elder-law firmsStandardize every matter.
- Public guardian officesMore cases, same budget.
- Family guardiansSimplified experience coming soon.
Security you can trust
Numerly securely reads financial data, but can never move money.
NumerlyNumerly connects to bank and brokerage accounts through read-only feeds — it can see transactions to categorize them, but can never move, transfer, or touch a dollar.
View our security detailsEstimate your time savings
Estimated. Assumes ~4 hours of review per accounting with Numerly. Actual results vary by estate size and court.
The questions fiduciaries ask first.
Clear answers. Total transparency. Because trust starts with the right information.
Can it move money from ward accounts?
No — read-only, permanently, by design. Numerly can see transactions to categorize and report them. It can never move, transfer, or touch a dollar.
Which courts and formats are supported?
We're launching in Texas plus a small set of validation states. Each new jurisdiction is added with local fiduciaries verifying the exact format before it goes live.
Is this legal advice?
No. Numerly is a preparation and record-keeping tool that builds documents from your data and your court's formats. Your attorney remains your attorney.
What happens to my data if I leave?
You get a full export in standard formats, anytime. Your records are yours — there's no hostage-taking.
When does it launch?
Early access begins in 2026. Waitlist members get first slots and founding pricing.
Reporting season doesn't have to be a fire drill.
Join the early-access list. Waitlist members get the first slots and founding rates when Numerly opens in their court.