The Financial Data Platform
The ERP replacement built to capture full business context — for both your CFO and your agents.
Financial Data Platform
ARCHITECTURE FINALLY BUILT FOR THE AGENT ERA.
Connect Sources
Numeric ingests all financial activity, retaining all data from the original object.
Route, Tag, Allocate
Codify your accounting policies and add reporting dimensions with flows.
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“We're almost operating in a different century, it feels like, from a data perspective.”
“We're almost operating in a different century, it feels like, from a data perspective.”
Automate Accounting
Eliminate recurring work with pre-built and custom accounting modules.
Report & Build
Report on any dimension, build applications on a solid data foundation.
All of your accounting needs, in one unified platform.
A data warehouse, tailored to finance and accounting. Instead of compressing reality into journal entries, Numeric stores every business event. The outcome is eliminated manual journal entries, context-rich reporting, and AI with real accuracy.
Billing & Revenue
Capture usage events, flag unmatched ones, send invoices, auto-update revenue schedules, and more.
Advanced Reporting & Analytics
Cut your data the way your business thinks and calculate key business metrics, all without a systems admin.
Bank & Cash Accounting
Access to your most important assets, right at your fingertips. Bring in your bank lines and completely automate transaction matching.
Payables & Prepaids
Keep track of your bills, from the moment you sign a contract to when you get billed and when you make the payment.
Fixed Assets & Lease Accounting
Say goodbye to recurring journal entries. Automate schedule generation that trickles through the full lifetime of a fixed asset or lease.
Custom Ledgers
Any type of accounting, done your way. Upload your documents or connect sources and let Numeric draft the repeatable workflow for you.
Close Management
The place for you, your team, and your agents to centralize procedures and organize to-dos.
Prism
One surface for every action - reviews needed by agents, exceptions discovered. Prism surfaces every item needing your eye every morning.
Accurate, auditable, and real-time financials for All ROLES.
Accounting that is correct by default
Define the accounting logic, handle exceptions and let the system enforce policies for you. Audit-ready, stress-free.
Real-time decision-making made easy
Preserve the data and the context and get to insights and decisions —without waiting for the next readout.
Finance Engineer is the new Accountant
Skip the book-keeping, journal entry posting and double-checking. Design the system instead.
Say goodbye to clearing tickets
Rather than getting a request for every change, finance can directly own accounting workflows with data. Secure and easy-to-manage.
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With Numeric, we have the actual live data every single day. We're not waiting until the end of the month, and we're not even waiting until post-close. We have all of that information live and can action items like variances well before month-end.
Why do teams switch?
A data warehouse. Tailored to finance and accounting. Built for the age of AI.
Excel spreadsheets and point solutions manage accounting
Every recurring workflow runs automatically with agentic subledgers, teams only handle exceptions.
Tool sprawl that sits on top to automate workflows
Consolidation of close, billing, revenue recognition, ERP, and subledger tech stacks into one system.
FP&A manually stitches together context that is lost
Accounting and FP&A work from one dataset
Admins and consultants operate the system
Controllers and accounting teams directly make changes via agents and without data teams.
Policies are documented in one place, followed in another, and enforced by the human eye
Policies are documented, followed, and enforced by the system
Al lacks the context to be truly effectively
Al has the context to answer accounting and operational questions.
Frequently Asked Questions
Is the Financial Data Platform an AI-native ERP?
The Financial Data Platform replaces your ERP, but it is fundamentally different from one.
Systems that call themselves an AI-native ERP are built on the same architecture as a NetSuite or Quickbooks. The primary unit of data is the journal entry and AI features are layered on top. Think of it as re-painting your house rather than re-building it with a new foundation.
The Financial Data Platform is architected like a data warehouse. Data enters the platform as a complete financial record, then is translated into journal entries. So your reports and AI have access to the entire business event, not just a snapshot of it, and your financial data can serve more than accounting, from management reporting to FP&A.
Does the FDP still have journal entries?
Yes, but journal entries are automatically derived rather than manually posted by your team.
Records enter Numeric as the object itself (contract, bill, invoice, or lease) and are translated into debits and credits by the system. So your reporting and your agents aren't limited to only what a journal entry retains, and you can share your financials with auditors the same way you would with an ERP.
Can I buy each module separately?
Yes! Most teams start their journey on Numeric by solving their most immediate problem, whether that’s close management, cash application, or billing and revenue, and add from there.
Over time, our goal is to earn the right to solve all of your finance and accounting problems with the Financial Data Platform.
How long does it take to implement the Financial Data Platform?
While it is entirely dependent on your accounting needs and current tech stack, an FDP implementation generally takes 3-6 months. We take the time to understand your data and accounting logic, solve for edge cases, and enable the rest of your team so you eliminate work and save time later.
Check out this page to learn more about switching to Numeric.