Description

️ 🖼Tool Name:
Numeric

🔖 Categories:

  • Finance, Forecasting, and Dashboards
  • Business and Operations Management
  • Data and Analytics
  • Automation and Smart Agents
  • RPA Automation and Repetitive Tasks
  • Integrations and APIs

️ ✏What does this tool offer?
Numeric is an accounting intelligence and financial close management platform designed to help accounting and finance teams organize and automate close processes, perform reconciliations, analyze variances, monitor transactions, and generate reports.

The platform includes tools for managing monthly, quarterly, and annual closing to-do lists; separating the tasks of preparers and auditors; adding audit notes and custom classifications; as well as accounting reconciliation, (Flux Analysis), transaction monitoring, reporting, cash reconciliation, and journal entry automation. These products are available on the official Numeric platform.

Numeric also provides integrations with ERP systems and file storage, supports AI-powered bank statement analysis for reconciliation purposes, and offers direct banking data integrations as part of the Enterprise plan.

What does it actually offer based on user experience?

  • It helps teams organize closing tasks and identify remaining tasks and the people responsible for them.
  • It reduces the manual work associated with financial closing processes.
  • It helps identify bottlenecks and delays in the closing process.
  • It provides data and analytics related to changes in one place, rather than having to search for them manually in other systems.
  • It helps speed up the preparation and analysis of variances and changes using artificial intelligence.
  • Users report that the platform has helped them reduce the time required to review the close and prepare for audits. These points are based on customer testimonials published on Numeric’s official website.

🤖 Does it include automation?
Yes. Numeric includes a range of accounting automation capabilities, including automated email requests, automatic account reconciliation, AI-powered bank statement analysis, transaction monitoring, cash reconciliation, and journal entry automation. It also includes a technical AI assistant.

💰 Pricing Model:
Tiered paid subscription, with plans starting at $30 per user per month,and other plans available at custom rates.

🆓 Free Plan Details:

PlanPriceDetails
No free plan announcedNo free plan is listed on the official pricing page.

💳 Paid plan details:

PlanPriceFeatures and Differences
EssentialsStarting at $30/month per userManage monthly, quarterly, and annual closing tasks; separate preparers' and auditors' tasks; upload holiday calendars; audit notes and custom classifications; Slack integration and daily summary; automated email requests, and a technical AI assistant.
GrowthCustomAll Essentials features, plus direct integration with ERP and file storage, automatic reconciliation with notifications when an account stops matching, AI-powered bank statement analysis for reconciliation, Flux Analysis, and ongoing setup and training led by certified public accountants (CPAs).
EnterpriseCustomAll the benefits of Essentials and Growth, plus continuous transaction monitoring, custom reports, flexible and unlimited Flux reports, SAML support with identity providers such as Okta, Duo, and OneLogin, direct integrations with banking data, and a Cash Management product for reconciliation and journal entry automation.

All prices and features listed above are confirmed from Numeric’s official pricing page.

🧭 How to access the tool:

Access MethodDetails
WebAvailable via the Numeric web platform.
IntegrationsIncludes integrations with ERP, file storage, Slack, and banking data, depending on the plan.
SAMLAvailable in the Enterprise plan with identity providers such as Okta, Duo, and OneLogin.

🔗 Trial link or official website:
Numeric’s official website

Pricing Details

Numeric uses a tiered pricing model designed to meet the needs of accounting teams of all sizes. The Essentials plan starts at $30 per user per month and is aimed at teams that need to streamline their financial close process and improve visibility and tracking. It includes management of monthly, quarterly, and annual close tasks; separation of preparers’ and auditors’ tasks; adding audit notes and custom classifications, along with Slack integration, automated email requests, and a technical AI assistant. The Growth plan is custom-priced and is designed for teams that want to automate and streamline their closing processes—especially those using QuickBooks and Xero. It adds to the Essentials features direct integration with ERP systems and file storage, automatic account reconciliation, AI-powered bank statement analysis, and Flux Analysis, as well as setup and ongoing training led by certified public accountants (CPAs). The Enterprise plan is also available at a custom price and is aimed at companies that require a continuous and more controlled financial closing process, particularly those relying on advanced ERP systems such as NetSuite. It includes all the features of the previous plans, along with continuous transaction monitoring, custom reports, flexible and unlimited Flux reports, SAML support through identity providers such as Okta, Duo, and OneLogin, direct integrations with banking data, and Cash Management tools for reconciliation and automation of journal entries.