Numeric

What Numeric does

Numeric is an AI-powered accounting automation platform that unifies close management, cash management, and analytics for complex finance and accounting teams. Founded in 2020 by Parker Gilbert (CEO), Anthony Alvernaz (CPO), and Andrew Bihl (CTO), the company originated from an internal month-end close spreadsheet that surfaced broader industry pain points around manual, spreadsheet-driven close workflows. The platform is built around Numeric Intelligence, a proprietary AI layer spanning agentic flux analysis, transaction anomaly detection, journal entry automation, and natural language querying of financial data, with deep native integrations to NetSuite (the primary ERP target) and broader coverage across QuickBooks, Xero, Sage Intacct, Microsoft Dynamics, SAP, Workday, Oracle Fusion, and others. Bank connectivity is delivered through Plaid, Finicity, and SFTP, supporting cash reconciliation and real-time visibility across 12,000+ banking institutions.

The product surface has evolved from a close checklist into a three-pillar platform: Close Management (checklists, reconciliations, audit trails, SOX-compliant workflows), Cash Management (AI cash matching with 90%+ automation rates, JE Automation, bank integrations), and Analytics Suite (flux analysis, reporting, transaction monitors). Supporting products include the MCP/Claude Skills Library enabling custom agent building, a freemium Accounting Templates library, and the Month-End Close Maturity Model framework. The company is headquartered in San Francisco with additional offices in New York and London (opened August 2025 as EMEA HQ).

Numeric generates revenue through tiered SaaS subscriptions: Essentials (starting at $30/user/month), Growth (custom pricing, CPA-led onboarding), and Enterprise (custom pricing, advanced features including SAML, live bank feeds, and cash management). Go-to-market combines direct enterprise sales (with sales engineers and CPA-trained solution managers), inside sales for mid-market, self-serve/freemium templates for top-of-funnel acquisition, and an implementation partner ecosystem spanning Baker Tilly, CrossCountry Consulting, Deloitte, Sensiba, Staria, Uniqus, and others, plus a PE/VC portfolio partnership program. Customers include enterprise and high-growth clients such as OpenAI, Brex, Plaid, GOAT Group, Riskified, Wealthfront, STASH, Public.com, Betterment, DailyPay, Mercury, and Iterable. Total funding to date is $89 million across a $10M seed, $28M Series A (October 2024, led by Menlo Ventures), and $51M Series B (November 2025, led by IVP at a $450M post-money valuation).

Name

Numeric

Legal name

Numeric

Website

https://numeric.io

Company type

Private

Founded year

2020

Operating status

Operating

Headcount range

101–250 employees

Short description

Numeric is an AI-powered accounting automation platform unifying close management, cash management, and analytics for mid-market and enterprise finance teams, with deep NetSuite integration and an AI layer powering flux analysis, cash matching, and transaction monitoring for clients like OpenAI, Brex, and Plaid.

Ownership category

akta.pro rank

Product category

Financial Close Automation Software

NAICS

Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (51821), Financial Transactions Processing, Reserve, and Clearinghouse Activities (522320)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

SME Accounting, Bookkeeping & Close Automation (FSAGAJAH)

akta.pro secondary industry

End-to-End Enterprise AI Platforms (MLOps & Model Lifecycle Management) (HDAEANAA)

Keywords

• Financial close automation
• Month-end close software
• AI accounting platform
• Account reconciliation software
• Cash management automation

Headquarters

HQ city

San Francisco

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

1. SaaS Subscriptions: Numeric generates revenue through tiered SaaS subscription pricing. Three tiers: Essentials (starting at $30/user/month), Growth (custom pricing), and Enterprise (custom pricing). Revenue is recurring in nature with annual or multi-year contract options typical for enterprise customers. The platform supports land-and-expand dynamics as customers add users and upgrade tiers.

Pricing tiers

Go-to-market motion1 record

Distribution channels5 records

Marketing channels13 records

Core offering

Numeric sells an AI-powered financial close automation platform that unifies close management, cash management, and analytics for complex accounting teams. The platform replaces spreadsheet-driven month-end close processes with native ERP integrations, AI-driven reconciliation (90%+ cash match automation), agentic flux analysis, transaction monitoring, and CFO-ready reporting. It is sold as a tiered SaaS subscription targeting mid-market and enterprise finance organizations.

Product overview

Numeric is an AI-powered accounting automation platform that has evolved from a single close management product into a unified three-pillar platform comprising Close Management, Cash Management, and Analytics Suite. The platform integrates a proprietary AI layer (Numeric Intelligence) that enables automated flux analysis, real-time transaction monitoring, and autonomous agents for accrual workflows. Supporting products include Cash Matching, JE Automation, Bank Integrations (via Plaid/Finicity), Transaction Monitors, and Reporting tools. The platform offers MCP (Model Context Protocol) integration for Claude AI, a freemium Accounting Templates library, and serves as the foundation for Numeric's ecosystem of partners, customers, and finance engineering professionals.

Differentiator

Problem solved

Functional benefit

Products and services

• Close Management Central workspace for month-end close coordination including dynamic checklists, real-time account reconciliations, task assignment with dependency mapping, and audit trail documentation. Supports SOX compliance and multi-entity accounting for finance and accounting teams.
• Cash Management AI-powered cash automation product for finance teams, automating bank reconciliation (90%+ match rate), journal entry drafting and NetSuite posting, and real-time cash visibility across 12,000+ bank connections via Plaid and Finicity.
• Analytics Suite Comprehensive reporting and analytics module for finance teams including flux analysis, CFO-ready reporting, and transaction monitoring for variance detection and compliance assurance.
• Numeric Intelligence Built-in AI layer across the Numeric platform providing AI agents for accruals and flux workflows, natural language querying of financial data, automated commentary generation, and anomaly detection for transaction monitoring, targeted at finance and accounting teams.
• Numeric MCP (Model Context Protocol) Claude AI integration via Model Context Protocol enabling finance engineers to build custom AI agents for automating multi-step workflows including accruals, audit exports, flux drafting, and report generation.
• Accounting Templates (Freemium Library) Free library of Excel/Google Sheets templates for accounting workflows including accruals, prepaids, fixed assets, bank reconciliations, lease amortization, and month-end close checklists. Targets accountants and serves as Numeric's freemium customer acquisition channel.

Quantifiable outcome

• 33% reduction in close timeline (6 to 4 business days)
• +6 more outcomes

Named customers19 records

Segments4 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration20 records

AI capability8 records

Feature6 records

Partnerships

14 partnerships are on record, tiered minor and core.

• PwC / Coterie CFO / GaapsavvyminorGTM or Marketing Partner · 6 March 2026Numeric participated in 'AI in Finance Lab' event hosted by PwC in collaboration with Coterie CFO and Gaapsavvy. Over 50 finance leaders engaged with AI tools while Numeric showcased its AI-native platform. Early-mover strategy to build customer acquisition.
• RooledcoreStrategic or Co-development Partner · 4 December 2025Numeric and Rooled announced strategic partnership to integrate Numeric's AI-powered close automation platform into Rooled's CAS, fractional-CFO, and tax services. The collaboration targets high-growth, venture-backed companies, delivering automation, better visibility, and improved controls to startups scaling through key inflection points. Rooled will implement Numeric's close management, cash management, and accounting analytics platform across its client base.
• CrossCountry ConsultingcoreImplementation/ SI/ Consulting Partner · 17 September 2025Partnership to level-up NetSuite health, close process, and reporting design. CrossCountry Consulting provides implementation and consulting services for Numeric deployments, particularly for organizations seeking to optimize their NetSuite instance and close processes.
• Baker TillyminorImplementation/ SI/ Consulting PartnerAdvisory and implementation partner providing consulting services for Numeric implementations.
• DeloitteminorImplementation/ SI/ Consulting PartnerAdvisory and implementation partner providing consulting services for Numeric implementations.
• SensibaminorImplementation/ SI/ Consulting PartnerAdvisory and implementation partner serving clients in the Numeric ecosystem.
• StariaminorImplementation/ SI/ Consulting PartnerAdvisory and implementation partner in the Numeric partner ecosystem.
• UniqusminorImplementation/ SI/ Consulting PartnerAdvisory and implementation partner in the Numeric partner ecosystem.
• PrincipalminorImplementation/ SI/ Consulting PartnerAdvisory and implementation partner (Principal Consulting Group).
• Sansa SolutionsminorImplementation/ SI/ Consulting PartnerAdvisory and implementation partner in the Numeric partner ecosystem.
• ZanovoyminorImplementation/ SI/ Consulting PartnerAdvisory and implementation partner in the Numeric partner ecosystem.
• Continuous ScaleminorImplementation/ SI/ Consulting PartnerAdvisory and implementation partner in the Numeric partner ecosystem.
• PlaidcoreTechnology or IntegrationBank integration partner enabling Numeric to connect to 12,000+ banks worldwide for cash management and reconciliation capabilities.
• FinicitycoreTechnology or IntegrationBank integration partner (alongside Plaid) enabling bank feed connections for cash visibility.

Scale indicators7 records

Recent moves7 records

Expansion highlights6 records

Emerging players

• Pilot.com: Pilot.com is a bookkeeping and accounting services company serving startups and growth-stage companies, overlapping with Numeric's customer base; several Pilot alumni now work at Numeric, signaling the tight ecosystem.
• Zeni: Zeni is an AI bookkeeping and finance operations platform for startups, competing at the SMB end of the market that Numeric's Essentials tier also addresses.

Others

• NetSuite (Oracle): NetSuite is Numeric's deepest ERP integration partner but also the platform whose native close/AI capabilities Numeric must differentiate against; Oracle's roadmap represents both opportunity (deeper partnership) and existential threat (bundling).
• Brex: Brex is both a Numeric marquee customer and an adjacent fintech offering finance automation; serves as both validation and indirect competitive signal as Brex could expand into adjacent finance workflow tools.
• Rooled: Rooled is a CAS, fractional-CFO, and tax services firm that announced a strategic partnership with Numeric in Dec 2025 to integrate Numeric into its client service offering for venture-backed companies, serving as both channel partner and ecosystem comparison.

Broad incumbents

• BlackLine: BlackLine is the established enterprise leader in financial close automation, offering a much broader portfolio (close, reconciliation, intercompany, treasury) and serving as Numeric's primary large-enterprise incumbent competitor.
• HighRadius: HighRadius provides AI-powered finance automation including close, reconciliation, and treasury capabilities, competing with Numeric particularly in cash management and order-to-cash use cases for large enterprises.
• OneStream: OneStream provides corporate performance management with close, consolidation, and financial reporting capabilities; competes with Numeric for larger enterprise finance teams requiring multi-entity and consolidated close.

Direct peers

• FloQast: FloQast is the closest direct competitor to Numeric in the cloud-based financial close management space, offering close checklists, reconciliation, and flux analysis; Numeric explicitly runs comparison pages targeting FloQast buyers.
• Trintech: Trintech offers financial close management software including Cadency and Adra, directly competing with Numeric's Close Management product for mid-market and enterprise finance teams.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks1 record

Key highlights7 records

Customer concentration

• YouTubeopen.spotify.com/show/3JHEBDj5Q9UMDihWGPGGNj?si=7804f31ca40145aa
• LinkedInlinkedin.com/company/numeric-io
• Xx.com/numeric_io

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Funding overview

Funding rounds4 records

Investors11 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Numeric