Numeric
Financial close software
Accounting & finance software
Financial reconciliation software
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
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$30 per user per month
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What is Numeric
Numeric is a financial close management platform used by accounting and finance teams to plan, execute, and evidence month-end close activities. It centralizes close checklists, task assignments, due dates, and supporting documentation to improve visibility and control over the close process. The product emphasizes workflow, collaboration, and audit-ready close support rather than serving as a general ledger or ERP system. It is typically used by controllers, accounting managers, and close owners to standardize close operations across entities and teams.
Structured close workflow management
Numeric provides centralized close checklists, task ownership, and due dates to coordinate close activities across a team. This supports standardization of recurring close processes and reduces reliance on spreadsheets and ad hoc status tracking. The workflow orientation aligns with common financial close software requirements such as accountability and progress visibility.
Audit-ready evidence collection
The platform supports attaching and organizing supporting documentation alongside close tasks. This helps teams maintain a clearer trail of what was completed, by whom, and with what evidence. It can reduce time spent assembling support for internal reviews and external audit requests compared with email- and folder-based approaches.
Collaboration and status visibility
Numeric is designed to give close owners real-time visibility into task status, blockers, and dependencies. This can improve cross-functional coordination (e.g., between accounting, FP&A, and operations) during tight close timelines. The focus on operational transparency is a practical differentiator versus tools primarily oriented to planning or general accounting.
Not a full ERP replacement
Numeric focuses on close operations rather than core accounting functions such as general ledger, subledgers, billing, or revenue recognition. Organizations still need an accounting system of record and may require additional tools for consolidation, planning, or treasury workflows. Buyers expecting an end-to-end finance suite may find the scope limited.
Reconciliation depth may vary
While it supports close tasking and evidence, some organizations require highly specialized reconciliation capabilities (e.g., large-scale account matching, complex rules, and high-volume transaction matching). If reconciliation automation is a primary driver, teams may need to validate whether Numeric meets advanced matching and exception-management needs. This is especially relevant for larger enterprises with complex balance sheet reconciliation requirements.
Integration needs due diligence
Close management value depends on reliable integrations with the company’s accounting stack (ERP/accounting system, data warehouse, and document storage). Prospective customers should confirm available connectors, API coverage, and implementation effort for their specific environment. Limited or immature integrations can shift work back to manual updates and reduce adoption.
Plan & Pricing
| Plan | Price | Key features & notes |
|---|---|---|
| Essentials | $30 per month/user | Project management for month-end, quarter-end, and year-end tasks; segregation of duties (preparers & reviewers); holiday calendar upload; review notes & custom categories; Slack integration & daily digest; email request automations; Technical AI Assistant. |
| Growth | Custom | Everything in Essentials, plus live ERP & file storage integration; auto-reconciliation & notifications when an account no longer reconciles; AI-parsing of bank statements for reconciliation; flux analysis; CPA-led onboarding and ongoing training. |
| Enterprise | Custom | Everything in Essentials & Growth, plus ongoing transaction monitoring; custom reporting; unlimited flexible flux reporting; SAML (Okta, Duo, OneLogin, etc.); live bank feed integrations; Cash Management product (matching and JE automation). |
