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NUMR
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Numeric

AI-native month-end close expanding into cash management after its November 2025 Series B.

Primary

Close

Kind

Close

Raised

~$89M

Pricing

Tiered — enterprise pricing

01Score Breakdown

Each dimension is a composite of public signals. The Index is a weighted average; weights are published on the methodology page.

Autonomy · 30%
66.0
Accuracy · 20%
84.0
Coverage · 13%
74.0
Local Fit · 13%
35.5
Integrations · 8%
74.0
Traction · 8%
82.0
Pricing · 8%
64.0
02Feature Coverage

Where the tool plays across the 17-category taxonomy used by this index.

General Ledger

The system of record — chart of accounts, journal entries, trial balance.

Transaction Categorization

Classifying bank and card transactions against a chart of accounts.

Bank Reconciliation

Matching ledger entries to bank statements; flagging discrepancies.

Accounts Payable

Bill capture, vendor management, approval workflows, payment execution.

Accounts Receivable

Invoicing, dunning, collections, payment matching.

Month-End ClosePrimary

Accruals, deferrals, depreciation, task orchestration, review workflows.

Financial Reporting

P&L, balance sheet, cash flow, variance analysis, board-ready packs.

Tax

Income tax, sales tax / VAT / moms, nexus tracking, e-filing.

Audit Prep

Documentation, PBC lists, evidence trails, auditor collaboration.

Payroll

Wage calculation, withholdings, benefits, regulatory filings.

Multi-Entity Consolidation

Inter-company elimination, currency translation, consolidated statements.

Revenue Recognition

ASC 606 / IFRS 15 automation, performance-obligation tracking.

Expense Management

Corporate cards, expense policy, reimbursements, spend controls.

FP&A Copilot

Forecasting, budgeting, scenario modeling, variance commentary.

Natural-Language Interface

Conversational query, report generation, and action-taking via chat.

Practice Management

Firm-side workflow, client portals, deadlines, CRM, billing, and team orchestration for accounting and tax practices.

AI Tax Research

Generative-AI research and memo-writing assistants trained on tax code, rulings, and case law.

03Research

Numeric is the agentic successor to FloQast in the month-end close category. The November 2025 $51M Series B led by IVP (with Menlo, Founders Fund, Alkeon, and 8VC participating) took total raised to roughly $89M and funded an expansion from close-only toward a broader finance platform, with a Cash Management product launched alongside the round and Brex, Public.com, and Clipboard Health as named design partners.

The product treats close as an orchestration problem — reconciliations, flux analysis, variance commentary, PBC lists, reviewer sign-off — and layers AI across each step. Flux commentary is the most visible AI feature: instead of asking a senior accountant why a line moved 12%, Numeric drafts a defensible answer with supporting references. The Cash Management extension moves the product into Ramp-adjacent territory, but the wedge is still accuracy-sensitive controller work rather than spend-control.

Numeric's Autonomy score remains moderate — the product gates most actions behind a reviewer — and that is the right posture. Accuracy is strong precisely because the product doesn't overreach. The Coverage bump reflects the new Cash Management surface; the Traction bump reflects the Series B, the named design-partner disclosures, and the investor-syndicate quality.

Citations