Numeric

Close management, cash matching, billing and ERP replacement for finance teams

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Pricing

Contact for pricing

Platforms

Web

What is Numeric?

Numeric is a financial data platform for accounting teams. It handles the month-end close, reconciliations, flux analysis, cash matching, billing and revenue recognition. Teams can run it on top of an existing ERP such as NetSuite, or adopt its ERP replacement one module at a time.

The close tools include a shared checklist for people and agents, automatic balance sheet reconciliation where reviewers only handle exceptions, transaction monitors that flag anomalies, and AI-drafted flux explanations. Cash Management matches bank transactions using custom rules and AI suggestions. Billing & Revenue matches usage events to contracts, sends invoices and supports ASC 606 compliance.

The Financial Data Platform stores whole financial records and derives journal entries from them. It also offers an MCP server for Claude and ChatGPT, an App Studio for custom dashboards and an agent builder. It is aimed at controllers, accounting teams and finance engineers. Pricing is available only through a sales demo.

Key features

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

Use cases

Who it's for

Controllers and accounting managersCFOs and VPs of financeFinance engineersCompanies with usage-based revenue

Shortening the month-end close

Accounting teams organize close tasks, automate reconciliations and review only the exceptions. Customer stories cite closes that dropped from 6 to 4 days.

Usage-based billing

Companies with complex pricing match usage events to contract terms, generate invoices and recognize revenue under ASC 606.

Cash reconciliation

Finance teams match bank transactions with flexible rules and post intercompany transfers back to NetSuite.

Replacing the ERP

Teams that outgrow NetSuite can move to the Financial Data Platform module by module and have journal entries derived automatically.

Numeric pricing

From the vendor's site, checked Oct 26, 2026; we re-check prices monthly. Prices change — confirm on their pricing page.

Close Management & Analytics

Custom

Month-end project management
Live ERP integrations and auto-reconciliations
Transaction monitoring, custom reporting, flux analysis

Cash Management

Custom

Automated matching for up to 95% of bank transactions
JE automation
Live bank feeds and AI parsing of bank statements

Billing & Revenue

Custom

Usage event ingestion and contract matching
Invoice creation and collection automation
Revenue recognition with ASC 606 compliance

ERP Replacement

Custom

Full Financial Data Platform replacing NetSuite
Subledger automation
Includes billing, analytics, cash and close modules

How Numeric compares

Numeric has no free plan, while 2 of the 4 alternatives below have one.

Tool	Starts at	Free plan	Free trial	API	Open source
NNumeric	Quote	—	—	—	—
MMeez	$19/mo			—	—	Numeric vs Meez
MMarginEdge	$350/mo	—	—	—	—	Numeric vs MarginEdge
DDocyt	Quote	—	—	—	—	Numeric vs Docyt
IIntuit TurboTax / Intuit Assist	—		—	—	—	Numeric vs Intuit TurboTax / Intuit Assist

Compare 6 capabilities

Capability	Numeric	MarginEdge	Docyt	Intuit TurboTax / Intuit Assist
Invoice capture	—			—
Bill pay	—			—
QuickBooks/Xero sync			—	—
Reconciliation		—		—
Forecasting	—			—
Human experts included	—

Capabilities as stated on each vendor's own site; — means the site doesn't say. The closest alternatives in our directory by category. “Starts at” is the cheapest paid plan per month, as each vendor lists it.

Numeric data and privacy

Trains AI on your content

Not stated

Data retention

When requested, deletes or de-identifies personal information; backups may be retained

“When you request that we do so, we take measures to delete your Personal Information or keep it in a form that does not permit identifying you when this information is no longer necessary for the purposes for which we process it”

Where data is stored

Not stated

Security and compliance

None stated

From Numeric's own privacy and security pages , checked Oct 28, 2026. We only show what the vendor states in writing; “not stated” means the pages don't say.

Who's behind Numeric

Company: Velocity Labs Inc.
Based in: San Francisco, United States
Founders: Parker Gilbert

From Numeric's own about, terms and privacy pages, checked Oct 28, 2026.

Pros and cons

Strengths

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

Limitations

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

Numeric FAQ

Can Numeric be used with my current ERP?

Yes. It integrates with NetSuite and other ERPs for close, reconciliations, flux analysis and reporting. Some features, such as Agentic Subledgers and App Studio, require the ERP Replacement product.

How much does Numeric cost?

The site does not list prices. Plans are offered per module (Close Management & Analytics, Cash Management, Billing & Revenue, ERP Replacement), and you get a quote by scheduling a demo.

Does the Financial Data Platform still use journal entries?

Yes. The system derives journal entries automatically from source records such as contracts, bills, invoices and leases, so the team does not post them by hand.

Where should a team start?

Numeric says most teams start with Close Management or Billing & Revenue and expand from there.