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First off I am only using the Essentials tier of Numeric, so just have our close checklist imported into the system and using to track the flow of completing of accounting close tasks--which is working great! It is much of an improvement to have our close checklist in an online application. Tasks are grouped under headers which makes it much easier to view. There is an overview screen that shows you which tasks of yours are due/past due, which is a quick and great way to see what is priority and what you should be tackling at any given moment. When adding tasks, you can make them monthly, quaterly, or yearly tasks, and Numeric will only show the tasks for that period if they pertain to that period--so you wont have to manually filter out yearly or quarterly tasks if you're not working on a quarter/year end period. They automatically take into consideration holidays when calculating and displaying the due date. There is also automatic emails you can set up to go out on certain close days, like for reminding department heads to code their expense transactions and upload receipts. There is also some super helpful AI bots like a GAAP Bot to help with acounting questions, policy bot to help you write out policies, and a tax bot to answer tax specific questions. Review collected by and hosted on G2.com.
I wish the full tier was free ;). There are graphs and analytics that show what completion % you are in for the close and I find this to be very inaccurate and depicting the actual % completion done of the close. This is because this percentage assumes that each task is the same weight, which is never true. You can have one task that takes all day to complete, then have a task that takes 10 minutes to complete. I just ignore this % completetion and remind others to do the same. Review collected by and hosted on G2.com.
41 out of 42 Total Reviews for Numeric
Overall Review Sentiment for Numeric
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Numeric helped my team get organized quickly and easily. The implementation was painless, especially compared to other tools. We were up and running in a day, and our team grew with the product. Review collected by and hosted on G2.com.
While Numeric is a tool that helps us confidently close in an organized fashion, they have not yet rolled out the tools to help us move faster and automate tasks Review collected by and hosted on G2.com.
Numeric has modern look to an accounting close management system. It is very easy to learn as a new user, it makes sense intuitively. I have previously used Blackline and Numeric presents the needed information in a simple format. Also the team is very responsive to meetings, teaching us anything new in Numeric, teaching us how to maximize Numeric's usesm, and listening to any suggestions. Numeric is able to pull information from NetSuite seamlessly and you can create your own report from it (similar to a Saved Search but easier to do in Numeric) and also you can create rules to read your transactions and alert you if any is off (Large transactions, items booked to certain accounts). Review collected by and hosted on G2.com.
It is a newer player to market so there were some growing pains (e.g. speed at refreshing NetSuite) but we are able to communicate any concerns to Numeric and it is taken care of quickly. Review collected by and hosted on G2.com.
Numeric is a perfect tool to help me stay organized and be on top of my end-of-month tasks. With the easy view and functionality, it’s been a breeze using Numeric and has saved valuable time. It's always satisfying to watch my progress on my dashboard and see how I track the end-of-month closure and how everyone else on my team is doing. It’s also great that you can save all important notes, references, and anything else related to my assigned task. It is easy to search or filter for anything you are looking for in Numeric and, overall, very user-friendly. Numeric now is a tool in our team that we can't do month-end without. Review collected by and hosted on G2.com.
I can only think of a little as I generally find all working for what we need as a team. Review collected by and hosted on G2.com.
Guaranteed that Numeric will reduce your month close by at least 1 day, if not more. After using Numeric for just one month, our team was able to find what was causing friction in our close cycle and tackle those items head on. It's great having real time visibility on how month close is tracking and what items require immediate attention. Numeric just makes organization so easy. Review collected by and hosted on G2.com.
Seriously I have nothing to complain about. Review collected by and hosted on G2.com.
I love Numeric. One of the most important roles it plays for us is centralising checklists, team visibility, sheet linking and accounts reconciliation. Plus, incoming features on account reconciliation within numeric means we really will be able to ditch out the spreadsheets - Numeric will be pulling live transaction data from the accounts package, telling you that your recs need updating! Gamechanging!
To top it off the checklisting features are completely free, its a no brainer - I honestly wish this tool existed 10 years ago. Review collected by and hosted on G2.com.
So far I havnt really seen anything I dont like. Review collected by and hosted on G2.com.
I love being able to see the full list of items that need to be completed throughout close, with the ability to add other users and assign them tasks. I also love the homepage dashboard showing you your progress against the scheduled completion dates and your previous month close - it's like a little game/competition to see if you can beat the schedule or your last close! It's also nice seeing your daily to do items (and if you work ahead, you can see what's coming up in the future on the next tab). If your close has many tasks to complete, it can be kind of overwhelming seeing a list of 100+ tasks, so having it broken out by day makes it seem much more manageable. The Slack integration, which provides you a daily overview of your current progress, has also been a nice feature. Gives the team a quick overview every morning of where we're at. Overall I absolutely love the product and can't wait to see it continue to evolve and grow over time! I can't see myself ever going back to a close without this tool now! We've managed to shave off almost a day (which is a huge win for us) solely thanks to this tool! Review collected by and hosted on G2.com.
I honestly don't have anything to say here. The only small thing I would have liked to see is the ability to copy a task so you don't have to manually add a bunch of similar tasks manually (ex. if you have a task to complete a bank rec for bank account A, but you also have 10 other accounts to rec. I would have liked to be able to create that task and then click copy and just update the name or whatever). With that being said, the team at Numeric is always asking for feedback, so if there's ever something you don't like, they'll make an effort to hear your feedback and possibly add it to the platform. Review collected by and hosted on G2.com.
Numeric is valuable in providing the tools to be collaborative across teams and within the accounting and finance teams. It is the best tool for month end close checklists we have used to date. We have tried other task list management systems and this provides the most functionality specifically for this need. It allows for collaboration, date setting, progress tracking and ability to upload documents and share comments within the system. We have truly enjoyed using this to stay on top of all the month close requires for each client and their specific company needs. Review collected by and hosted on G2.com.
There are still functions that need to be built out but the support team is incredibly responsive and helpful until that time comes. I cannot wait for more functionality as they build out their product. Review collected by and hosted on G2.com.
Numeric is most helpful as a project management tool. Our financial processes are complex but Numeric enables our team to work through tasks efficiently Review collected by and hosted on G2.com.
No downsides noted with our team's expereince with Numeric Review collected by and hosted on G2.com.
The most helpful tool from Numeric so far is the use of their month-end checklist which helps our team stays organized and complete close tasks efficiently. As their tools continue to develop, we see great upside with their ability to reconcile our key accounts and assist with our monthly reporting. Great customer service. Review collected by and hosted on G2.com.
As a Quickbooks Online user, some of the tools and enhancements are not yet avaiable for complete usage. We look forward to some of the improvements made to add value to our closing and reporting. Review collected by and hosted on G2.com.
I love how easy it is to use Numeric. You can see all of your tasks in one place, quickly check items off, and plan ahead what you still have remaining. I am coming from using a shared Google sheet to track our month-end duties, and using Numeric is 1000% better. Review collected by and hosted on G2.com.
At this time, there is nothing I dislike about Numeric. For what we use it for, it works perfectly! Absolutely no complaints. Review collected by and hosted on G2.com.
