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.
Modules & capabilities
Numeric covers 26 of 50 capabilities we track in this category
52%- Close checklist & task templatesClose checklists with business-day due dates; auto-populating templatesCore strength
- Task dependencies & sequencingTask dependency tracking to surface bottlenecksCore strength
- Role-based task assignment & ownershipTeam and individual workload dashboardsSupported
- Sign-off / certification workflowControl review and reviewer sign-off layersSupported
- SOX / internal controls trackingNot evidenced
- Close calendar & milestone trackingClose checklists with business-day due datesSupported
- Supporting documentation & evidence attachmentTimestamped audit trail of submissions, comments, and file uploadsCore strength
“Not evidenced” means our research found no public documentation of this capability — the vendor may still offer it. Confirm on a demo.
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
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Rate itERP integrations
Numeric's deepest ERP integration; pulls transaction-line-level detail from NetSuite in real time.
Sage Intacct-certified API integration; also listed on marketplace.intacct.com (not an official sageintacct.com domain).
Trial-balance sync with QuickBooks Online; QuickBooks Desktop/Enterprise not supported (no cloud API).
Vendor lists Xero among supported ERPs with trial-balance sync; no dedicated integration page found.
Connector details independently verified against vendor marketplaces and documentation; last checked 2026-08-20.
Pricing
Full Numeric pricing breakdown — cost at 25/100/500 seats, competitor rates & FAQs
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.
What does Numeric cost?
Numeric publishes a list price. Enter your seat count for an annual figure at that rate.
7 of the 12 vendors we track in this category publish no list price at all.
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.
Compare Numeric head-to-head
The Financial Close & Consolidation Buyer's Guide
Before you commit to Numeric, see how it sits against the 12 financial close & consolidation systems we track — on capability, ERP integration depth and what each one actually charges for.
Financial Close & Consolidation Buyer's Guide
12 systems compared · 2026
ERP Research
- Numeric compared side-by-side with 11 alternatives
- ERP integration checklist — what to verify before you shortlist
- The pricing questions that change the quote
- A Numeric evaluation brief, included with the guide
Financial Close & Consolidation Buyer's Guide
Get a quote for Numeric
Numeric publishes a list price, but the number you pay depends on volume, modules and integration scope. Tell us your setup and we'll come back with a realistic figure and the alternatives worth quoting against it.