Numeric
by Numeric · Financial Close & Consolidation
AI-powered close automation for reconciliation, flux analysis, and reporting.
Updated August 2026 · By the ERP Research Editorial Team · Independent and vendor-neutral.
- Works with
NetSuiteQuickBooksXero
Sage Intacct- Deployment
- Cloud
- Pricing
- Subscription (tiered)
- Founded
- 2020
- Headquarters
- San Francisco, United States
Overview
Numeric is an AI-powered close automation platform that unifies close management, account reconciliation, flux (variance) analysis, and reporting for accounting teams. It centralizes close checklists, reconciliations, and review sign-offs in one workspace so controllers can track task progress, dependencies, and audit trails across a multi-entity close.
The platform automates repetitive close work: it pulls trial balance data directly from connected ERPs in real time, auto-submits reconciliations that tie out, drafts flux explanations, and flags transaction anomalies. Numeric reports automating more than 90% of bank reconciliation matching for customers and batch-posting cash journal entries back into the ERP.
Numeric integrates with NetSuite, QuickBooks Online, Xero, and Sage Intacct, and connects to thousands of banks for automated cash matching. Customers cited on its site include Brex, Plaid, Wealthfront, Riskified, Asana, Stash, Public.com, and DailyPay.
Screenshots & demo
Screenshots sourced from Numeric.
Features & capabilities
Close Management
Centralized checklists and task tracking for the month-end close.
- Close checklists with business-day due dates
- Task templates that auto-populate each monthly close
- Task dependency tracking to surface bottlenecks
- Multi-entity close tracking
- Team and individual workload dashboards
- Slack integration for close communication
Account Reconciliation
Automated matching and sign-off for balance sheet accounts.
- Real-time GL balance sync from connected ERPs
- Auto-submission of reconciliations that tie out
- Materiality thresholds for review routing
- Connected workpapers per account
- Control review and reviewer sign-off layers
- Timestamped audit trail of submissions, comments, and file uploads
Flux & Variance Analysis
AI-assisted explanations of period-over-period movement.
- Auto-drafted flux explanations
- Variance driver identification
- Customizable flux reporting worksheets
- CFO-ready reporting output
Cash Management
Bank feed matching and cash journal automation.
- Bank feed integrations across thousands of banks
- Automated cash transaction matching (90%+ automation reported)
- Batch journal entry posting back to the ERP
- Journal entry linking via ERP memo fields
AI & Monitoring
Transaction-level anomaly detection and workflow automation.
- Real-time transaction anomaly alerts
- AI assistant embedded in the close workspace
- Custom workflow automation via MCP connectors
- Read-only auditor access during audit season
Common use cases
- Centralizing a multi-entity month-end close checklist with task owners and due dates
- Automating account reconciliations that tie out without manual review
- Drafting flux/variance explanations for board or CFO reporting
- Matching bank transactions and posting cash journal entries back into NetSuite
- Giving auditors read-only access to close documentation and evidence
- Tracking close-cycle time reduction across accounting teams
- Standardizing close templates across growing finance organizations
Strengths & considerations
Strengths
- Direct, real-time trial balance sync with NetSuite rather than batch/file-based imports
- AI-drafted flux explanations aimed at cutting manual variance write-ups
- Reports automating over 90% of bank reconciliation matching for customers
- Three-tier pricing (Essentials/Growth/Enterprise) with a published entry-level price, unusual for close software
ERP integrations
Real-time trial balance sync, journal entry posting via memo-field linking
Pricing
Essentials covers close checklists and project management. Growth (custom price) adds ERP integrations, auto-reconciliation, and flux analysis. Enterprise (custom price) adds transaction monitoring, unlimited flux reporting, SAML, and cash management. Get an independent shortlist with pricing guidance below.
Technical & security
- Hosting
- SaaS (multi-tenant)
About the vendor
- Founded
- 2020
- Headquarters
- San Francisco, United States
- Ownership
- Private (backed by IVP, Founders Fund, Menlo Ventures, 8VC, Alkeon, Access Industries, and others)
- Notable customers
- Brex, Plaid, Wealthfront, Riskified, Asana, Stash, Public.com, DailyPay
Alternatives to Numeric in Financial Close & Consolidation
Numeric — frequently asked questions
Does Numeric integrate with NetSuite?
Yes. Numeric connects directly to NetSuite to pull trial balance data in real time, automate reconciliations and variance detection, and post cash journal entries back via memo-field linking.
What accounting systems does Numeric support besides NetSuite?
Numeric also integrates with QuickBooks Online, Xero, and Sage Intacct.
How is Numeric priced?
Numeric publishes an entry-level Essentials tier starting at $30 per user per month for close checklists and task management. Growth and Enterprise tiers, which add ERP integrations, auto-reconciliation, flux analysis, and cash management, are custom-priced.
Does Numeric offer a free trial?
Numeric's pricing page does not list a free trial; prospective customers are directed to book a demo.
Evaluating Financial Close & Consolidation?
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