Numeric
Finance · www.numeric.io
Overview
Numeric is an AI close automation platform that unifies close management, account reconciliation, reporting, and cash operations for accounting teams. It syncs transaction-level data from ERPs such as NetSuite, Sage Intacct, and QuickBooks Online, auto-matches bank activity across 12,000+ bank connections, and runs flux/variance analysis and CFO-ready reporting. The company reports a 90%+ cash auto-match rate and drafts and posts journal entries back to NetSuite.
The problem Numeric solves
Accounting teams closing the books on an ERP typically run the process out of spreadsheets and email — a manual checklist on one side, the general ledger on the other, and no live link between them, so an account that stops tying out means digging through transactions by hand. Controllers at transaction-heavy companies hit this hardest, where bank-to-GL matching alone can consume days of the close. Numeric pulls every transaction from the ERP continuously, auto-matches bank activity, and runs reconciliations, flux analysis, and the close checklist against that live data, so discrepancies surface with the underlying transactions attached instead of being hunted down after the fact.
Decision context
Use these points to test whether the product fits your operation, not just whether it has a long feature list.
- Published starting price: $30 per user per month. Confirm user, usage, and feature limits for the plan you would actually buy.
- Deployment: cloud. Check security, data-residency, and access requirements for every team that will use it.
- Verified integrations include NetSuite, Sage Intacct, QuickBooks Online, Slack, Google Drive, Dropbox. Validate sync direction and plan limits for the connections that matter.
- This record was last checked on 7/24/2026; pricing and features can change.
How to evaluate Numeric
A listing helps create a shortlist; a trial with the team’s real workflow decides whether the tool fits. Use this reading with the structured facts and confirm changes with the vendor.
Workflow fit
The record describes it as a fit for Accounting teams on NetSuite, Sage Intacct, or QuickBooks Online that want transaction-level GL data driving their reconciliations instead of static checklists., Controllers moving off spreadsheet-and-email close processes who need assigned tasks, preparer/reviewer segregation, and an audit trail., High-volume-transaction finance teams that need automated bank-to-GL cash matching rather than manual tie-outs.. Check that this context matches the volume, roles, and processes your team needs it to support.
Pilot questions
- Can Numeric complete the critical workflow without manual work outside the product?
- Do the recorded connections (NetSuite, Sage Intacct, QuickBooks Online, Slack) support the sync direction, permissions, and volume we need?
- What user, usage, storage, support, or security limits appear after the headline starting price?
Evidence and freshness
This record was checked on 7/24/2026. That date tells you when the record was reviewed, not that the vendor has left its terms unchanged since then.
Best for
- Accounting teams on NetSuite, Sage Intacct, or QuickBooks Online that want transaction-level GL data driving their reconciliations instead of static checklists.
- Controllers moving off spreadsheet-and-email close processes who need assigned tasks, preparer/reviewer segregation, and an audit trail.
- High-volume-transaction finance teams that need automated bank-to-GL cash matching rather than manual tie-outs.
Not a fit if
- Teams looking for a general ledger or ERP — Numeric sits on top of an existing ERP and does not replace it.
- Organizations that need accounts payable, expense management, or invoicing in the same tool; Numeric does not cover those functions.
Why it’s listed
- Purpose-built financial close and account reconciliation software — a core category for any finance-software directory, competing directly with FloQast and BlackLine.
- Covers the accounting-specific workflow chain end to end: close checklist, GL reconciliation, flux/variance analysis, journal entry automation, and cash matching.
- Backed by a $51M Series B (Nov 2025, led by IVP; $89M total) and used by finance teams at Brex, Wealthfront, Betterment, Asana, Plaid, and Public.com.
Pricing
Essentials
$30 per user per monthClose project management and review workflow for month-end, quarter-end, and year-end.
- Close project management for month/quarter/year-end tasks
- Segregation of duties with preparers and reviewers
- Review notes and custom categories
- Slack integration and daily digest
- Email request automations
- Technical accounting AI Assistant
Growth
Custom pricingAdds live ERP and file storage connectivity plus automated reconciliation and flux analysis.
- Live ERP and file storage integration
- Auto-reconciliation with notifications
- AI parsing of bank statements for reconciliation
- Flux analysis
- CPA-led onboarding and ongoing training
Enterprise
Custom pricingAdds continuous transaction monitoring, custom reporting, SSO, and the Cash Management product.
- Ongoing transaction monitoring
- Custom reporting and unlimited flexible flux reporting
- SAML authentication (Okta, Duo, OneLogin)
- Live bank feed integrations
- Cash Management (matching and JE automation)
Features
Integrations
Security & compliance
Pros & cons
Pros
- Fast, low-friction implementation — G2 named it Fastest Implementation and Easiest Set-up in mid-market, with reviewers noting setup in days rather than months.
- Support quality is a standout theme on G2; reviewers describe the team as responsive and quick to ship requested changes.
- Deep ERP data pull is the differentiator reviewers name most — every GL transaction refreshed continuously, so unreconciled accounts trace to specific transactions.
- AI flux/variance analysis and reporting are called out by controllers on G2 as genuinely time-saving versus checklist-only tools.
Cons
- G2 reviewers report a narrower feature set than incumbents, saying they are waiting on additional automation and functionality.
- Occasional bugs are a recurring G2 complaint, and some users report performance slowdowns during peak close periods.
- Reporting and display polish lags FloQast and BlackLine, which G2 reviewers attribute to Numeric being a newer product.
- Task management still depends on humans marking work complete; reviewers note teams forget to update status, which undercuts visibility.
What we found
G2 rates Numeric 4.8/5 across 65 reviews, with reviewers repeatedly citing fast implementation, ease of setup, and support quality; G2 awarded it Fastest Implementation and Best Estimated ROI in close management. TrustRadius reviewers echo this, praising the clear, organized checklist interface and the visibility it gives leadership into close status.
Ratings and review counts come from public review platforms. We link to the original source and keep the underlying review text out of this profile.
User reviews
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