Numeric is a cloud-based financial close management platform that helps accounting teams close their books faster, more accurately, and with fewer manual errors. Designed to replace scattered spreadsheets, emails, and checklists, Numeric brings structure, automation, and visibility to the month-end close process.
Whether you’re reconciling accounts, tracking tasks, or preparing for audit readiness, Numeric centralizes your workflows and provides AI-assisted tools to manage documentation, approvals, and progress tracking. The platform is trusted by high-growth startups and modern finance teams looking to scale their accounting operations without adding unnecessary complexity.
Features
Numeric offers a robust suite of tools specifically built to improve speed, transparency, and collaboration during the financial close:
Task Management & Checklists
Assign close tasks, set deadlines, and track real-time progress with standardized workflows.Reconciliation Automation
Prepare and document account reconciliations in a structured, auditable format.AI-Powered Suggestions
Smart recommendations based on prior close activities help speed up recurring tasks and documentation.Approval Workflows
Route tasks for review and approval with audit trails and access controls.Real-Time Dashboards
Visualize close status across teams and entities with live progress tracking.Supporting Documentation
Upload and attach workpapers, files, and notes directly to tasks for easy audit access.Review & Sign-Off
Ensure accountability with manager reviews and electronic sign-offs.Audit-Ready Exports
Export organized folders and reports with full task histories for audit and compliance purposes.Google Sheets Integration
Seamlessly connects with spreadsheets used during reconciliations to reduce duplication of effort.
How It Works
Numeric simplifies the close process through an intuitive workflow that aligns with how accounting teams already operate:
Set Up Close Templates
Define recurring workflows using customizable templates for different entities or months.Assign Tasks and Owners
Distribute responsibilities across team members, each with deadlines, dependencies, and checklists.Execute and Document Work
Complete reconciliations, attach supporting files, and document processes directly within Numeric.Review and Approve
Managers review completed tasks, sign off digitally, and send items back for rework if necessary.Monitor Progress
Use real-time dashboards to identify bottlenecks, overdue tasks, and upcoming deadlines.Audit and Export
Generate audit-ready records with supporting documentation, completion history, and approvals—all in one place.
This systematic approach helps teams stay organized, reduce risk, and accelerate the financial close.
Use Cases
Numeric is purpose-built to serve finance and accounting teams in fast-moving organizations:
High-Growth Startups
Streamline close across multiple entities with lean teams.Mid-Market Companies
Replace fragmented spreadsheet-based processes with centralized task management.Multi-Entity Consolidation
Standardize workflows across global or regional offices for consistent reporting.Pre-IPO Companies
Enhance audit readiness and compliance in preparation for public reporting.Finance Teams with Remote Workers
Enable seamless collaboration and review without relying on email or shared drives.VC-Backed Companies
Improve operational efficiency and deliver accurate financials to investors on time.
Pricing
As of June 2025, Numeric does not list fixed pricing tiers publicly, as plans are tailored based on company size, team needs, and workflow complexity.
Pricing factors typically include:
Number of close users and entities
Required integrations and onboarding support
Volume of reconciliations and workflows
Level of customer support and SLAs
To receive a custom quote or schedule a demo, interested companies can contact the Numeric team directly via https://www.numeric.io/contact.
Strengths
Numeric stands out in the close management space due to several key advantages:
Built Specifically for Accounting Teams
Every feature is designed to streamline the real-world close process.Minimal Learning Curve
Clean, intuitive UI designed for accountants—not IT teams.Fast Implementation
Teams can get started and see value within days, not months.AI-Assisted Productivity
Reduces repetitive manual work with intelligent suggestions and automation.Audit-Readiness by Design
Full version history, approvals, and task logs support compliance and external audits.Secure Cloud Infrastructure
Enterprise-grade data security and user permissions ensure safe access and collaboration.
Drawbacks
While Numeric is a powerful solution for financial close, it may not fit every use case:
Focus on Close, Not Broader ERP Functions
Numeric is specialized for close management and does not replace general ERP systems.Lack of Self-Service Pricing
Requires contacting sales for pricing, which may be a barrier for very small businesses.Not Yet a Full FP&A Platform
Does not include forecasting, budgeting, or scenario planning tools (focus remains on operational close).Limited Third-Party Integrations Listed
Integration capabilities beyond Google Sheets are not extensively detailed publicly.
Comparison with Other Tools
Numeric vs. FloQast
FloQast also focuses on close management, but Numeric is praised for its cleaner UI and faster onboarding, especially for startups and smaller teams.
Numeric vs. BlackLine
BlackLine is a large enterprise platform with complex features. Numeric offers a simpler, more agile experience tailored for modern teams.
Numeric vs. NetSuite Close Management
NetSuite includes financial close features within its ERP, but Numeric offers more structured workflows and ease-of-use for accounting-focused teams.
Numeric vs. Spreadsheets
Manual close processes using Google Sheets or Excel can be disorganized and error-prone. Numeric centralizes, tracks, and audits every step of the close.
Customer Reviews and Testimonials
Numeric has received praise from finance leaders at high-growth companies. While formal review platform listings are limited, the company shares several testimonials from CFOs and controllers:
“Numeric helped us cut close time by 40% while improving documentation.”
“We scaled from one entity to five with no additional headcount, thanks to Numeric.”
“Our auditors loved the clarity and structure—everything was in one place.”
The platform is especially noted for its user-friendliness, responsiveness of support, and ability to reduce manual follow-ups.
Conclusion
Numeric offers a modern, intuitive, and purpose-built solution to help accounting teams close their books with greater speed, control, and accuracy. With powerful task tracking, AI-powered automation, and audit-ready workflows, Numeric stands out as a must-have tool for high-growth companies that need to scale their financial operations without increasing complexity.
For organizations seeking a better alternative to spreadsheets and scattered workflows, Numeric provides clarity, automation, and peace of mind during the financial close.
