Numeric
AI-native month-end close and reconciliation for finance teams
Overview
Numeric automates month-end close, bank reconciliation, and flux analysis for finance teams, drafting journal entries and explanations for review inside NetSuite, QuickBooks, and Xero. Customers include Brex, Plaid, and Wealthfront.
Pricing
Pricing shown for reference only. These figures reflect RECATOOLS research as of 12 Jul 2026 and may be out of date or incomplete. This is not financial or purchasing advice — always confirm the current price on the provider’s official website before making any decision.
- Close task project management
- Preparer/reviewer segregation of duties
- Slack integration and daily digest
- Email request automation
- Live ERP and file storage integration
- Auto-reconciliation with notifications
- AI bank statement parsing
- CPA-led onboarding
- Ongoing transaction monitoring
- Unlimited flexible flux reporting
- SAML SSO (Okta, Duo, OneLogin)
- Cash management with JE automation
What you can produce with Numeric
- Automated bank transaction matching and reconciliation
- AI-drafted flux explanations (around 80% automated)
- Journal entry drafting into NetSuite, QuickBooks, and Xero
- Close task management with preparer/reviewer segregation of duties
- MCP server exposing 20+ tools for custom close agents
- SAML SSO for enterprise identity providers
ASEAN Perspective
Numeric in Southeast Asia
ASEAN-region availability and pricing notes coming soon. Drop the editorial team a note via /contact/ if you can supply local context (Singapore/Malaysia/Indonesia/Thailand/Vietnam).
Numeric goes after a specific, painful stretch of the finance calendar: closing the books. It auto-matches bank transactions, drafts flux explanations, and pushes journal entries into the ERP for a controller to check rather than build from scratch, and G2 reviewers back the pitch with a concrete number - one team reportedly cut close time from 17 days to 6. A 4.8-star rating across 65 G2 reviews and a customer list that includes Brex, Plaid, and Wealthfront point to genuine adoption among fintechs and scaling finance teams, not just pilot users.
The rough edges are specific too: the flux module forces sign-off on every assigned line whether it needs an explanation or not, and a few reviewers report integration errors during the busiest close days - exactly when you don't want them. Its MCP server is a genuinely forward-looking touch for teams wanting to build custom close agents, but it also signals this is built for teams already comfortable working through an ERP, not a lightweight bookkeeping tool for a small startup.
What people say
Numeric automates the parts of month-end close that eat a controller's calendar: matching bank transactions, drafting flux explanations with AI, tracking close tasks with segregated preparer and reviewer roles, and pushing journal entries into NetSuite, QuickBooks, or Xero for review rather than manual entry. The company says its AI drafts around 80% of flux explanations automatically, cutting cycles from days to hours.
On G2, Numeric holds a 4.8-star rating across 65 verified reviews - a strong showing for a category where reviewers tend to be blunt about workflow friction. The most-cited win is time: one reviewer described cutting close time from 17 days down to 6. Reviewers also single out the support team, saying feedback gets heard and shipped quickly rather than logged and forgotten.
The complaints are specific rather than vague. The flux module requires signing off on every assigned line item regardless of whether it actually needs a flux explanation, with no easy bulk workaround reviewers have found. Some report performance issues and 'internal failure' style errors on integrations during the busiest close-refresh days - a bad time for a tool that's supposed to remove friction. A few also want more functionality before calling the automation complete.
Founded in 2020 by Anthony Alvernaz, Parker Gilbert, and Andrew Bihl, Numeric has raised roughly $89 million including a $51 million Series B, and has expanded from pure close management toward a broader finance platform. Its newer MCP server exposes more than 20 tools across workspace context, close task management, and financial reporting/GL data, letting teams point Claude or another agent at pre-computed close data instead of raw exports - a meaningfully different integration model than most close-automation competitors offer. Pricing starts at $30 per user per month for the Essentials tier; Growth and Enterprise tiers, which add live ERP integration, auto-reconciliation, and SAML SSO, are custom-quoted.
Summary of public user & expert reviews, compiled by RECATOOLS.
About this listing
This entry was compiled from publicly available data including Numeric's official website, press releases, documentation, and reputable third-party publications. RECATOOLS is not affiliated with Numeric unless explicitly stated.
Third-party AI tools update their pricing, features, availability, and policies frequently. Information here may be outdated by the time you read this — we make reasonable efforts to keep listings current, but cannot guarantee absolute accuracy.
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