T
TAI tax research with cited answers from Checkpoint content for tax professionals
Contact
CPA Pilot vs Numeric
Pricing, features, platforms and who each one suits — side by side.
C
Choose CPA Pilot if…
- you want to trial it before paying
- you're in its core audience: cpas, enrolled agents
N
Choose Numeric if…
- you're in its core audience: controllers and accounting managers, cfos and vps of finance
Side by side
Feature CPA Pilot Numeric
Pricing modelFree trialContact for pricing
Starting price$29/mo—
Free plan
Free trial
API
Open source
Trains AI on your contentNo—
Data retentionUploaded documents and outputs auto-deleted after 90 days; account data 30 days post-cancellationWhen requested, deletes or de-identifies personal information; backups may be retained
QuickBooks/Xero sync—
Reconciliation—
Forecasting—
Human experts included—
PlatformsWebWeb
CategoryFinance & AccountingFinance & Accounting
CompanyCPA PilotVelocity Labs Inc.
Based inUnited StatesUnited States
Founded——
Part of——
Key features
C
- Tax return review that flags risks and inconsistencies
- Client-ready summaries of 1040, 1120, 1120-S and 1065 returns
- Tax organizer generated from a prior-year return
- Drafts researched replies to client emails
- Federal and state tax research with code citations
- Tax projections and scenario modeling
- Entity selection comparison: Schedule C, LLC, S-Corp, C-Corp
- Maps PDF, Excel or CSV data into tax software fields
N Numeric
- Close checklist shared by humans and AI agents
- Automatic balance sheet reconciliation with exception review
- Transaction monitors that flag anomalies before close
- AI-drafted flux analysis using payroll and CRM data
- Rule-based and AI-suggested bank transaction matching
- Usage-based billing and ASC 606 revenue recognition
- MCP access from Claude, ChatGPT and other AI tools
- App Studio for building custom dashboards from a prompt
Plans and prices
From each vendor's site. Prices change — confirm before buying.
CPA Pilot
CPA Pilot 20$29/mo
CPA Pilot 60$49/mo
CPA Pilot 150$119/mo
CPA Pilot Unlimited$199/mo
Numeric
Close Management & AnalyticsCustom
Cash ManagementCustom
Billing & RevenueCustom
ERP ReplacementCustom
Strengths and limitations
CPA Pilot
- Every plan includes all AI workflows
- Pricing is by messages, not seats, with unlimited devices
- Annual billing saves 16% and unused messages roll over
- Outputs can be exported as PDF, CSV or text
- Credit card required to start the free trial
- Lower plans have small message allowances (20/month on the $29 plan)
- Subscriptions can't be paused
- Focused on U.S. tax only
Numeric
- Runs on top of NetSuite and other ERPs, so a full migration is not required
- Modules can be adopted one at a time
- MCP access lets users query financial data from Claude or ChatGPT
- Billing module covers ASC 606, contract modifications and SSP handling
- No public pricing; a demo is required
- Agentic Subledgers and App Studio are only available in the ERP Replacement product
- No free plan or trial listed
More comparisons
Other options to consider
TT
Contact
T
AI tax research with cited answers from Checkpoint content for tax professionals
Finance & AccountingAPI
B
B
Contact
B
Tax research platform with AI answers and an assistant for tax professionals
Finance & Accounting
I
IGuided tax filing software with AI answers and optional help from tax experts
Freemium
I
Freemium
I
Guided tax filing software with AI answers and optional help from tax experts
Finance & AccountingFree plan
P
PP
From $99/mo
P
AI-assisted bookkeeping, tax and CFO services for startups and small businesses
Finance & Accounting
M
MM
Free, from $19/mo
M
Recipe management, food costing and kitchen training for restaurant groups
Finance & AccountingFree plan
M
MM
From $350/mo
M
Restaurant back office software for invoices, food costs and inventory
Finance & Accounting
Built from each vendor's public website; we haven't tested them hands-on. Editorial policy