Updated:
Numeric
Numeric builds an AI-native close management platform automating reconciliations, flux analysis, and reporting for enterprise accounting teams.
Numeric
Numeric is an SEC-registered investment adviser in Boston, MA, registered since 2004. The firm manages $94.4 billion in regulatory assets. It has 54 employees and 45 investment advisers.
General information
Firm type
Asset Manager
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Boston
Corporate office
San Francisco, CA, United States
Additional offices
New York, NY, United States · London, United Kingdom
Sector focus
Frequently asked questions
What specific accounting workflows does Numeric's platform cover?
Numeric focuses on the record-to-report cycle. Its modules cover close management (reconciliation automation, flux analysis drafting, close-performance tracking), cash management (bank-feed integration and reporting), and a reporting analytics suite. Data is ingested from the general ledger, supplemented by uploaded documents and CSV files, with AI-driven rules handling transaction matching across memos, vendors, classes, and locations.
How does Numeric's AI model reduce manual work during the period-end close?
The system auto-drafts variance explanations by identifying core drivers in transaction data and flags anomalies to surface exceptions before they create downstream errors. AI-generated matching rules reconcile transactions against bank statements and uploaded documents. The platform aims to replace the manual Excel pivots and cross-referencing that still dominate enterprise close processes.
Can teams extend the platform's automation beyond Numeric's native features?
Yes. Numeric offers an MCP connector that allows in-house teams to build custom agents for automating multi-step accounting workflows outside the box. Combined with an analytics suite that enables custom report building, the platform can expand into broader finance-team automation.
What is Numeric's posture on remote versus in-person work?
Numeric operates as an in-person company with offices in San Francisco, New York, and London. The firm states explicitly that it believes work moves faster in person and that a co-located environment strengthens execution against larger incumbents.
Is Numeric a professional services firm or a SaaS platform provider?
Numeric is a software platform provider. It markets a subscription-based, AI-native operating system for finance teams rather than outsourced bookkeeping or consulting. It positions itself as an alternative to spreadsheet-based processes and brittle ERP modules, not as a staff-augmentation service.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: