P
PIntuit TurboTax / Intuit Assist vs Numeric
Pricing, features, platforms and who each one suits — side by side.
I
Choose Intuit TurboTax / Intuit Assist if…
- you want a free plan to start with
- you're in its core audience: individual taxpayers, w-2 employees
N
Choose Numeric if…
- you're in its core audience: controllers and accounting managers, cfos and vps of finance
Side by side
Feature Intuit TurboTax / Intuit Assist Numeric
Pricing modelFreemiumContact for pricing
Starting price——
Free plan
Free trial
API
Open source
Data retention—When requested, deletes or de-identifies personal information; backups may be retained
QuickBooks/Xero sync—
Reconciliation—
Human experts included—
PlatformsWebWeb
CategoryFinance & AccountingFinance & Accounting
CompanyIntuit Inc.Velocity Labs Inc.
Based inUnited StatesUnited States
Founded——
Part of——
Key features
I Intuit TurboTax / Intuit Assist
- Step-by-step guided federal and state tax filing
- Intuit Assist AI answers tax questions while you file
- Import, upload or photograph documents to auto-fill fields
- CompleteCheck scans the return for errors
- On-demand advice and final review from tax experts
- Full-service option where an expert files for you
- Monthly bookkeeping and advisory service for sole proprietors
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.
Intuit TurboTax / Intuit Assist
Free Edition$0 Federal + $0 State + $0 To File
Do It Yourself$0-$139
Expert Assist$59-$209
Expert Full ServiceStarting at $129
Expert 365 Business$61/mo
Numeric
Close Management & AnalyticsCustom
Cash ManagementCustom
Billing & RevenueCustom
ERP ReplacementCustom
Strengths and limitations
Intuit TurboTax / Intuit Assist
- Free Edition covers simple Form 1040 returns at $0 federal and state
- Intuit Assist AI is included in Do It Yourself editions
- Users can upgrade to human tax expert help or full service
- Documents can be imported or photographed and auto-filled
- Free Edition excludes itemized deductions, self-employment, investment and rental income
- Help and Support is not included in the Free Edition
- Expert 365 Business needs QuickBooks Simple Start ($38/mo), sold separately
- Expert 365 Business is not available to C-Corps, S-Corps or partnerships
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
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Built from each vendor's public website; we haven't tested them hands-on. Editorial policy