Learn how Numezis observes, prepares, executes under your rules, and escalates exceptions with approvals, permissions, and full audit trail.
Find the workflows, controls, and references that match how you supervise or extend the agent.
Set company rules, invite your team, connect your bank, and review only the decisions that need approval.
Manage mandates, approvals, bookkeeping controls, audit trail, and client collaboration from one partner workspace.
Use APIs, MCP tools, webhooks, permission scopes, and audit logs to connect Numezis to your stack.
Every workflow follows the same governed pattern.
Reads documents, invoices, payments, messages, and business context.
Creates drafts, matches records, proposes categories, and identifies the next action.
Runs approved or rule-covered actions under permissions and confidence checks.
Asks for a human decision when amount, supplier, permission, or confidence requires it.
Keeps actions explainable through approvals, permissions, and audit logs.
Use the API, structured exports/CSV, or the Numezis support team to migrate source data with a controlled sample-first process before the agent starts working on live admin.
Each workspace documents what the agent observes, prepares, executes, and escalates.
Invoices, QR-bills, payment tracking, and follow-ups prepared under your rules.
Supplier bills read, matched, routed for approval, and prepared for payment.
Extraction, classification, linking, and audit trail for every incoming file.
Draft entries, reconciliation, payment posting, closing support, and Swiss controls.
Governed agent actions, MCP tools, approvals, and execution traces.
Lead capture, follow-ups, and pipeline tasks prepared for commercial review.
Employee admin, leave, payroll handoff, and reviews routed with approvals.
Budgets, delivery tasks, time, and expenses prepared for project control.
Products, warehouses, stock moves, and stocktakes tracked with controlled actions.
How the agent stays governed: Swiss hosting, permissions, approvals, audit logs, encryption, and compliance commitments.
Latest product changes and documentation updates, every month.