---
title: Numeric Reviews
meta_title: 'Numeric Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 65 reviews by the users' company size, role or industry to
  find out how Numeric works for a business like yours.
aggregate_rating:
  rating_value: 4.8
  review_count: 65
  scale: '5'
date_modified: '2026-08-07'
parent_category:
  name: Accounting & Finance
  url: https://www.g2.com/categories/accounting-finance
---


# Numeric Reviews
**Vendor:** Numeric  
**Category:** [Financial Close Software](https://www.g2.com/categories/financial-close)  
**Average Rating:** 4.8/5.0  
**Total Reviews:** 65
## About Numeric
Numeric is the simplest, fastest, most intuitive way of managing your month-end close.



## Numeric Pros & Cons
**What users like:**

- Users appreciate the **ease of use** of Numeric, highlighting its effectiveness in organizing and streamlining tasks seamlessly. (19 reviews)
- Users appreciate the **organizational features** of Numeric, enhancing task management and streamlining the month-end closing process. (14 reviews)
- Users appreciate the **efficiency and transparency** Numeric brings to the month-end close process, streamlining tasks and enhancing collaboration. (10 reviews)
- Users value Numeric for its **clarity and efficiency in financial closing** , enhancing teamwork and task management in finance operations. (10 reviews)
- Users value the **efficient task management** of Numeric, simplifying monthly closes and enhancing overall productivity. (10 reviews)
- Efficiency (8 reviews)
- Users find **implementation easy** with Numeric, appreciating its seamless setup and user-friendly features for efficient task management. (8 reviews)
- Checklists (7 reviews)
- Time-Saving (7 reviews)
- Reconciliation (6 reviews)

**What users dislike:**

- Users feel there is **limited functionality** in Numeric, particularly with features like OOO calendars and flux analysis linking. (7 reviews)
- Users find **category deletion limitations** frustrating, alongside a desire for better customization in financial comparisons and tasks. (5 reviews)
- Users often face **bugs and internal failure errors** in Numeric, particularly during busy refresh days, impacting usability. (2 reviews)
- Users struggle with **inefficient task management** , facing excessive sign-off requirements and errors during busy periods in Numeric. (2 reviews)
- Users desire improved **linking functionality** that allows direct access to NetSuite from Numeric for better navigation. (2 reviews)
- Reconciliation Issues (2 reviews)
- Slow Loading (2 reviews)
- Slow Performance (2 reviews)
- Software Bugs (2 reviews)
- Task Management (2 reviews)

## Numeric Reviews
  ### 1. Overall, Numeric assisted in streamlining our close process.

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Music | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 12, 2026

**What do you like best about Numeric?**

Numeric has been a great tool for our company.  It allows us to track our monthly close process and provides real-time updates to target dates and compares stats to the prior month.  The team was able to  either upload individual close checklists or enter manually, all which could be edited at any point.  Different permissions could be set for specific team members.  All the filtering options (e.g. by subsidiary, category, frequency, preparer/reviewer, etc.) is very easy to change between different views.  Using Numeric shortened our close from 9 to 6 days.  We've been able to collaborate more effectively by seeing which tasks have dependencies.  It notifies us and tracks all the monthly journal entries so that they are approved timely, also giving us the option to save comments/upload files in the tasks during the review process.  Not only did Numeric help improve our close process, it also helped streamline our post-close tasks allowing us to meet reporting deadlines.  Overall, Numeric assisted in streamlining our close process and would recommend!

**What do you dislike about Numeric?**

Can't delete categories once they've been created, even as an admin.

**What problems is Numeric solving and how is that benefiting you?**

It's allowing the team to collaborate more therefore shortening our close.

  ### 2. Essential Checklist Software to Enhance Our Month End Close Process

**Rating:** 4.0/5.0 stars

**Reviewed by:** Felicia .

**Reviewed Date:** December 17, 2025

**What do you like best about Numeric?**

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.

**What do you dislike about Numeric?**

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.

**What problems is Numeric solving and how is that benefiting you?**

Numeric helps us track all tasks for month-end close, ensuring we don't miss anything. It shows completion percentages, aiding in daily meetings. I love having all tasks in one place to check daily progress and follow-up on pending tasks, making it essential for our process.

  ### 3. Streamlines Reconciliations and Month End Review with Quick Setup

**Rating:** 4.0/5.0 stars

**Reviewed by:** Mira V.

**Reviewed Date:** December 17, 2025

**What do you like best about Numeric?**

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.

**What do you dislike about Numeric?**

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.

**What problems is Numeric solving and how is that benefiting you?**

Numeric simplifies monthly reconciliations, tracks task lists, and cleans up month-end data efficiently. It lets us input reconciliation sources that roll over automatically, saving time and minimizing manual intervention.

  ### 4. Powerful AI-Driven Analytics, Needs Smoother Experience

**Rating:** 3.5/5.0 stars

**Reviewed by:** Janice C.

**Reviewed Date:** December 22, 2025

**What do you like best about Numeric?**

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.

**What do you dislike about Numeric?**

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.

**What problems is Numeric solving and how is that benefiting you?**

Numeric helps my team understand tasks and deadlines, provides analysis, and flags areas for review. It automates flux analysis, saving us from manual Excel work, and uses AI for trend explanations.

  ### 5. User-Friendly Free Month-End Close Tool with Functional UI & UX! And AI!

**Rating:** 4.0/5.0 stars

**Reviewed by:** Max S.

**Reviewed Date:** December 17, 2025

**What do you like best about Numeric?**

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.

**What do you dislike about Numeric?**

The free version, of course, comes with some functionality limitations. All users unfortunately have admin permissions.

**What problems is Numeric solving and how is that benefiting you?**

Numeric is way better than manual Excel sheets for tracking each period's close task.

  ### 6. User-Friendly, Integrates Smoothly with Netsuite

**Rating:** 4.0/5.0 stars

**Reviewed by:** Charles S.

**Reviewed Date:** December 18, 2025

**What do you like best about Numeric?**

I find Numeric very user-friendly and dynamic, with AI functionality across different key features. It was also very easy for my team to set up.

**What do you dislike about Numeric?**

sometimes the website times out

**What problems is Numeric solving and how is that benefiting you?**

Numeric houses our close checklist, flux analysis, and reconciliations prep and review evidence, making these processes easier to manage.

  ### 7. Its been great working with the Numeric team and we've found great value from their platform.

**Rating:** 4.0/5.0 stars

**Reviewed by:** Jamis S. | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 24, 2023

**What do you like best about Numeric?**

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.

**What do you dislike about Numeric?**

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.

**What problems is Numeric solving and how is that benefiting you?**

Effieciency of financial close procedures.

  ### 8. Streamlined Accounting Made Simple

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** August 22, 2023

**What do you like best about Numeric?**

As a user of Numeric's SaaS accounting platform, I'm genuinely impressed. The ease of use and clean interface immediately caught my attention. Automating month-end closures and workflows has never been this straightforward.

**What do you dislike about Numeric?**

Honestly, I can't think of anything I dislike about Numeric. The consistent updates and continuous addition of new features keep me excited about using their SaaS accounting solution.

**What problems is Numeric solving and how is that benefiting you?**

The adoption of Numeric for financial closing has not only streamlined our processes and improved efficiency but has also proven to be invaluable for audit purposes, providing concrete evidence and accurate data that bolsters our financial integrity.

  ### 9. Good tool for month-end close

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.)

**Reviewed Date:** August 16, 2023

**What do you like best about Numeric?**

It is very helpful to keep track of checklist items and what is outstanding for month-end close.

**What do you dislike about Numeric?**

I wish reconciliations were available with the free version.

**What problems is Numeric solving and how is that benefiting you?**

Numeric helps me to keep track of what items are still outstanding on my month-end to-do list. I like that my manager gets notifications when I have checked an item off the month-end close checklist.

  ### 10. Great experience

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.)

**Reviewed Date:** September 19, 2022

**What do you like best about Numeric?**

I've enjoyed working with the Numeric team over the last year. They take our feedback seriously and are truly looking for a product that is best for their customers and their needs.

**What do you dislike about Numeric?**

We have weekly recurring tasks that do not fit their current checklist model. I've worked with their team on various solutions but have yet to find one that works for our team.

**What problems is Numeric solving and how is that benefiting you?**

Numeric has helped our team be audit-ready year-round. By providing backup for each balance sheet item, we are able to ensure our figures are accurate in a timely manner.



- [View Numeric pricing details and edition comparison](https://www.g2.com/products/numeric/reviews?filters%5Bnps_score%5D%5B%5D=4&section=pricing&secure%5Bexpires_at%5D=2026-08-09+20%3A39%3A26+-0500&secure%5Bsession_id%5D=3f377772-d0e3-43eb-9529-17d821324bbd&secure%5Btoken%5D=0008d56763dd88ac9609a4907aaf97ae83556853a936d38c9bed0341267f0533&format=llm_user)
## Numeric Integrations
  - [Box](https://www.g2.com/products/box/reviews)
  - [Google Workspace](https://www.g2.com/products/google-workspace/reviews)
  - [NetSuite](https://www.g2.com/products/oracle-netsuite/reviews)
  - [Slack](https://www.g2.com/products/slack/reviews)

## Numeric Features
**Reconciliation**
- Consolidation
- Management
- Accounting
- Built-in Accounting
- Compliance Management
- Task Management
- Tax Management
- Cash Flow Management
- Financial Consolidation & Close Management

**Reconciliation - Financial Reconciliation**
- Automation
- Bank Statements
- Exceptions
- Algorithms

**Agentic AI - Accounting & Finance**
- Autonomous Task Execution

**Reporting**
- Report Types
- Standard
- Custom

**Audit - Financial Reconciliation**
- Accuracy
- Compliance
- Reporting
- Audit Trail

**Closing Process**
- Audit
- Journal Entries
- Distribution

**Integrations - Financial Reconciliation**
- Accounting
- Inventory
- ERP
- Banking

**User Permissions and Security - Financial Reconciliation**
- Access
- Authentication
- Encryption
- Regulations

**Agentic AI - Financial Reconciliation**
- Autonomous Task Execution

**AI - Financial Close**
- Autonomous Task Execution
- Compliance
- Reconciliation
- Data Collection
- Analysis

**Additional Functionality**
- Third-Party Integration
- Reporting/Analytics
- Audit Trail
- Visual Analytics
- Income & Balance Sheet
- Profit/Loss Statement
- Financial Reporting
- Generative AI
- Multi-Currency
- Alerts/Notifications
- Accounting Integration
- General Ledger
- Multi-Country
- Dashboard
- AI Copilot
- Cost Database
- Financial Templates
- Checklists
- Receivables Ledger
- Multiple Projects
- Accounts Receivable
- Accounts Payable
- Budgeting/Forecasting

## Top Numeric Alternatives
  - [FloQast](https://www.g2.com/products/floqast/reviews) - 4.6/5.0 (1,396 reviews)
  - [BlackLine Financial Close Management](https://www.g2.com/products/blackline-blackline-financial-close-management/reviews) - 4.5/5.0 (1,050 reviews)
  - [Trintech](https://www.g2.com/products/trintech-trintech/reviews) - 4.5/5.0 (538 reviews)

