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Numeric

Workflow Automation

AI-powered accounting automation platform for close management, reconciliation, flux analysis, and cash management.

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At a Glance

Pricing

Subscription

Essentials: $30/mo
Growth: Custom/contact
Enterprise: Custom/contact

Engagement

Available On

Web
API

Resources

Websitellms.txt

Topics

Workflow AutomationBusiness IntelligenceTask Automation

About Numeric

Numeric is an AI-native accounting automation platform that unifies close management, reporting, and cash operations for complex accounting teams. The platform helps finance teams reduce time-to-close, automate manual processes, and gain real-time insights into their financial data. Trusted by hundreds of public and private accounting teams including Brex, Plaid, GOAT, and Public.com, Numeric transforms how organizations approach month-end close.

  • Close Checklist organizes month-end, quarter-end, and year-end tasks with project management capabilities, segregation of duties, and automated email requests to streamline close workflows.

  • Account Reconciliation enables instant reconciliation with auto-reconciliation features, materiality thresholds, and AI-parsing of bank statements to connect supporting work papers efficiently.

  • Flux Analysis creates automated variance reports with AI-generated explanations, grouping revenue accounts, OpEx, or by department to identify core drivers of variance.

  • Cash Matching eliminates hours of manual work by automating 90%+ of bank reconciliations with AI-generated matching rules and transaction processing.

  • Journal Entry Automation automatically creates and posts journal entries for unmatched transactions directly to NetSuite, reducing manual data entry.

  • Transaction Monitoring detects anomalies in GL data in real-time, ensuring compliance and catching data issues before close.

  • Custom Reporting builds complex, CFO-ready reports without requiring deep ERP expertise, with automatic commentary generation and collaboration features.

  • Bank Integrations centralizes bank data from thousands of banks worldwide for real-time visibility into cash positions.

To get started, teams schedule a demo with Numeric's onboarding team, which includes CPAs who implement best practices. The platform integrates with ERPs like NetSuite, QuickBooks, and Xero, as well as file storage systems and Slack for daily digests and notifications. Users access the platform through a web interface with named customer success managers providing ongoing support.

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Pricing

Essentials

Great for teams looking to organize and add visibility to their close process.

$30
per month
  • Project management for month-end, quarter-end, and year-end tasks
  • Segregation of duties with preparers and reviewers
  • Holiday calendar upload
  • Review notes and custom categories for tasks
  • Slack integration and daily digest
  • Email request automations
  • Technical AI Assistant

Growth

A fit for teams looking to automate and streamline month-end, typically on Quickbooks and Xero.

Custom
contact sales
  • Everything in Essentials
  • Live ERP and file storage integration
  • Auto-reconciliation & notification when an account no longer reconciles
  • AI-parsing of bank statements for reconciliation
  • Flux analysis
  • CPA led onboarding and ongoing training for the team

Enterprise

Built for teams looking for a more continuous and controlled close process, typically on mature ERPs, like NetSuite.

Custom
contact sales
  • Everything in Essentials & Growth
  • Ongoing transaction monitoring
  • Custom reporting
  • Unlimited flexible flux reporting (Ex. legal expenses QoQ, revenue account flux)
  • SAML (Okta, Duo, OneLogin, etc.)
  • Live bank feed integrations
  • Cash Management product (matching and JE automation)
View official pricing

Capabilities

Key Features

  • Close checklist management
  • Account reconciliation
  • Flux analysis
  • Transaction monitoring
  • Custom reporting
  • Cash matching automation
  • Journal entry automation
  • Bank integrations
  • AI-generated flux explanations
  • Auto-reconciliation
  • Segregation of duties
  • Holiday calendar upload
  • Slack integration
  • Email request automations
  • Technical AI assistant
  • SAML authentication support

Integrations

NetSuite
QuickBooks
Xero
Slack
Okta
Duo
OneLogin
API Available

Reviews & Ratings

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Developer

Numeric Team

Numeric builds an AI-native accounting automation platform that unifies close management, reporting, and cash operations for complex accounting teams. The company was founded by Parker Gilbert (CEO), Anthony Alvernaz (CPO), and Andrew Bihl (CTO), with team backgrounds from Segment, BlackRock, KPMG, and other leading finance and tech companies. Backed by Founders Fund, Menlo Ventures, IVP, and 8VC, Numeric operates offices in San Francisco, New York, and London.

Read more about Numeric Team
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