Numeric Close Management Software
Modern Project Management, Built for the Close
Running your close out of a spreadsheet won’t cut it. Gain complete visibility into your close cycle, automate account reconciliations, and stay audit-ready with controls sign-offs + robust audit documentation.
A Completely Connected Close
Everyone can agree — the less time to close, the better. Getting there is the hard part. With a feature set that’s built for maximum close productivity, teams on Numeric are shaving up to five days from their current close cycles.
Your whole teams’ tasks, top of mind
Oversee all of your teams’ close tasks in one centralized workspace. Follow along a comprehensive dashboard to track close pacing across the team and for snapshots of individual task progress.
Slot tasks to corresponding BD due dates, add context to tasks in the form of instructions or relevant files, and use dependencies to identify bottlenecks in task completion.
Then, save your close as a template and Numeric will auto-populate your workspace with any saved info for the following month.
Faster recs fueled by best-in-class ERP integrations
For reconciliations, a deep ERP integration makes completing recs that much easier. Teams can see the real-time balances of any account in their GL, and when accounts tie out with their connected workpaper, teams can choose to auto-submit the rec.
With the integration, users can also include the task ID from any Numeric task in the memo field of a NetSuite JE to automatically link the JE to the given task. Then, when a reviewer needs to pop in and navigate to the exact JE, no manual search is necessary.
Documentation that’s an auditor’s dream
See every comment made, task submitted/unsubmitted, attachment added, and more with timestamps in an easy-to-read audit trail. Come audit time, grant your auditors read-only licenses so they can log-in and see a full record of applicable information.
Need an additional layer of diligence? Use review notes to track open asks for a given task or layer in control reviews for tasks that might require more scrutiny.
Frequently Asked Questions
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While most project management tools offer generic task tracking, Numeric is purpose-built for the month-end close. It supports accounting-specific workflows with features like business day due dates, journal entry linking, task dependencies, and audit trails. Teams use Numeric not just to organize their financial close process, but to actively run it—automating reconciliations, surfacing blockers, and shaving days off the close to free time up for strategic decision-making.
Numeric cuts down the close by automating repetitive steps, eliminating manual searches, and centralizing all task progress in one place. Teams can slot tasks to business day due dates, auto-submit reconciliations that tie out, and template their entire close process to reuse month after month—so they can spend less time coordinating and more time executing.
Numeric integrates directly with NetSuite, QuickBooks Online, Xero, and Sage Intacct to pull in trial balance data in real time. These integrations reduce manual effort, streamline reconciliations, and enable features like journal entry linking and real-time variance detection—all from within a single workspace.
Once teams have built out a close process in Numeric, they can save it as a template. The platform auto-generates each close cycle with assigned tasks, business day due dates, and prior context (like documentation and instructions) fully loaded. This process automation makes month-end feel less like a reinvention and more like execution.
Yes. Numeric gives the entire accounting team a centralized dashboard to track close pacing. You can drill down into an individual’s workload or have real-time visibility into progress across entities, departments, or categories. Numeric supports multi-entity close tracking and even offers a Slack integration to keep all stakeholders aligned as things move forward.
Every action in Numeric is tracked in an audit trail—task completions, comments, file uploads, and un-submissions are all timestamped. For tasks requiring extra scrutiny, teams can add control reviews or use review notes to track open items. When audit season rolls around, give auditors a read-only login so they can self-serve everything they need.
Numeric scales easily across team sizes. Smaller teams appreciate the automation and clarity it brings to chaotic closes, while larger teams benefit from multi-entity support, control review layers, and centralized oversight. Whether you're documenting your first close or looking to optimize existing accounting processes, Numeric meets you where you are.