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TKoyfin vs Numeric
Pricing, features, platforms and who each one suits — side by side.
K
Choose Koyfin if…
- you want a free plan to start with
- you work on iOS, Android
- you're in its core audience: independent investors, financial advisors
N
Choose Numeric if…
- you're in its core audience: controllers and accounting managers, cfos and vps of finance
Side by side
Feature Koyfin Numeric
Pricing modelFreemiumContact for pricing
Starting price$39/mo—
Free plan
Free trial
API
Open source
Data retention—When requested, deletes or de-identifies personal information; backups may be retained
PlatformsWeb, iOS, AndroidWeb
CategoryAI Investing & Stock ResearchFinance & Accounting
CompanyKoyfinVelocity Labs Inc.
Based in—United States
Founded——
Part of——
Key features
K Koyfin
- Customizable dashboards and advanced charting
- Equity screener with 5,900+ filter criteria
- Macro dashboards and global economic data
- Earnings transcripts with keyword search
- Portfolio analytics and model portfolios
- Client proposals and reports for advisors
- Custodian and PMS integrations
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.
Koyfin
Free$0
Plus$39/mo
Premium$79/mo
Advisor Core$209/mo
Advisor Pro$299/mo
TeamsCustom
Numeric
Close Management & AnalyticsCustom
Cash ManagementCustom
Billing & RevenueCustom
ERP ReplacementCustom
Strengths and limitations
Koyfin
- Free plan includes advanced charting and macro dashboards
- Broad data coverage across asset classes and 40 countries' yields
- 30-day satisfaction guarantee with full refund
- Annual billing saves up to 30%
- Advisor features start at $209/month
- Free plan limited to 2 watchlists, screens and dashboards
- No public API mentioned
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