Numeric Reviews & Product Details

I love that Numeric has all of our tasks in one place, and I can easily look at it each day to see where we are in the close process. It's extremely valuable during our month end close because we have a daily meeting with the accounting team to ensure we are on track. This feature is essential to our process. I also like that I can follow up with employees who haven't submitted their tasks that are due. Review collected by and hosted on G2.com.

I haven't really found anything right now except maybe if there was a way if we want to add a task for multiple entities within our organization, that we could do that all at once. Instead of having to add each task individually for each entity. Review collected by and hosted on G2.com.

Numeric is a very helpful tool and has really streamlined our month end close tracking and processes. My favorite thing about Numeric is the AI flux analysis tool which helps keep our analytics organized and makes the processes quicker and more efficient. Review collected by and hosted on G2.com.

I don't really have anything that I dislike about Numeric. As a newer product there are enhancements that would be great to see which the team has been making over the last year we have been using the product. The team is open to feedback and I have seen several of my requests incorporated into the platform. Review collected by and hosted on G2.com.

I love that you can easily input reconciliation sources that roll over periods and automatically submit. Saving time month over month is a huge benefit since reconciliations are able to roll over without any manual intervention. The integration with QuickBooks is also a plus. Additionally, setting it up didn't take long, which was convenient. Review collected by and hosted on G2.com.

I would love a feature that allows you to reconcile to a date other than just the end of the month. This would be especially helpful for reconciling credit card statements that usually end on other days of the month. Review collected by and hosted on G2.com.

I like the flux analysis and AI explanations that Numeric offers. It's really helpful that we no longer need to create a flux analysis manually on an Excel sheet. Team members can easily fill in their explanation after booking their entries, and the AI can help with explaining past and current trends. Review collected by and hosted on G2.com.

I dislike the manual sync process under Manager Sources and the slowness when scrolling through the reconciliation page. There is a learning curve when using the Numeric lead sheet and syncing. Review collected by and hosted on G2.com.

I really appreciate how Numeric consolidates all of our reporting tasks and shows the segregation of duties. I find it incredibly useful for a streamlined review of key Balance Sheet accounts for both preparers and reviewers. I'm a big fan of the reconciliation tool; it allows me to dig into key accounts and makes the review process easier. The initial setup was simple, and their team is incredible. Review collected by and hosted on G2.com.

I think their flux tool can be improved, I don't want generic explanations but that is difficult if the only data being fed in is via Netsuite. I'd like Numeric to be able to generate our monthly management financial package so we can stop creating and living in Excel. Review collected by and hosted on G2.com.

Simplicity. Easy to create tasks, assign team members, review their work and track progress to month end completion. We use it every month as well as a year end checklist. Review collected by and hosted on G2.com.

Very little. I do have a couple of feature suggestions. It would be helpful if the system required a file upload or a web link when marking a task as completed. Additionally, it would be useful to have the option to hide or re-assign tasks that are blocked for the month when a team member is away. Review collected by and hosted on G2.com.

I really enjoy using Numeric because it provides a great UI and has a functional UX. It's way better than using a manual Excel sheet for tracking each period's close task, and best of all, it's free! The initial setup was as easy as 1, 2, 3, which made getting started a breeze. Additionally, the workflows and customization features are very helpful. Review collected by and hosted on G2.com.

The free version, of course, comes with some functionality limitations. All users unfortunately have admin permissions. Review collected by and hosted on G2.com.

The checklist format is intuitive and it's easy to switch between months and compare timelines / level of support / etc. Review collected by and hosted on G2.com.

Small complaint, but I wish the OOO calendar feature was more built-out and supported holidays not tied to specific dates! Review collected by and hosted on G2.com.

I appreciate how easy it is to set up Numeric using a CSV export or import, making the transition seamless. I love that it is tailored specifically for accounting and bookkeeping, especially for month-end tasks, which made it a better fit for us compared to our previous task management tool, Asana. This focus allows me to clearly mark when tasks are completed, reviewed, and helps in reviewing our progress at month's end against previous months. The utility of Numeric in efficiently handling task reviews and completion is particularly beneficial for my workflow. Review collected by and hosted on G2.com.

Nothing Review collected by and hosted on G2.com.

Its close checklist and reconciliations. Great UI, easy to use, easy to refine. Review collected by and hosted on G2.com.

I would love to see more capabilities for easily tracking tasks outside of close timelines, such as reporting and payroll, and more granular control around permissions. Review collected by and hosted on G2.com.