Numeric

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Finance & Trading AI

About this Tool

Numeric

Revolutionizing accounting with AI-driven automation and analysis.

✨
[ AI Mandate Playbook & Controller Toolkit ->](https://www.numeric.io/)
✨
[](https://www.numeric.io/)Schedule a demo
Schedule a demo
[![](https://cdn.prod.website-files.com/683907d38b135da8b22f5ce5/691b3915aaaa768897561637_For-The-Platform-bg.png)Ai iN NumericMeet Numeric Intelligence.](https://www.numeric.io/)
[![](https://cdn.prod.website-files.com/683907d38b135da8b22f5ce5/6926fb90244fda5fa3b3e9e0_management.svg)OverviewExplore our close management product](https://www.numeric.io/)[![](https://cdn.prod.website-files.com/683907d38b135da8b22f5ce5/683e367a4efa25bb64ea6131_icon_close.svg)Close ChecklistOrchestrate your month-end close](https://www.numeric.io/)[![](https://cdn.prod.website-files.com/683907d38b135da8b22f5ce5/69173bf52c8ad180e20b7e8e_reconciliation.svg)Account ReconciliationReconcile accounts instantly](https://www.numeric.io/)
[![](https://cdn.prod.website-files.com/683907d38b135da8b22f5ce5/691b3915fecf260a34b91a54_For-Close-Management-bg.png)Case StudyHow GOat built a Pwc Audit-Ready close](https://www.numeric.io/)
[![](https://cdn.prod.website-files.com/683907d38b135da8b22f5ce5/6917728a7faa1f3d3f782d3d_coins.svg)Overview

Pros & Cons

✓ Pros

✓Workflow automation
✓AI-powered features
✓Built-in analytics and reporting
✓Free plan or freemium pricing

✗ Cons

✗Some advanced features may require higher-tier plans
✗Limited public documentation on advanced use cases

Key Features

🎓

Learning Center

📋 Scripts & Prompts for Numeric +

Copy these AI-powered scripts to get maximum value from this tool. Sign up free to copy.

📄 Template

Fine Tuning

Intermediate ⏱ 10 min

Sometimes no matter what tricks you throw at the model, it just won’t do what you want it to do.…

🔐 Browse All Scripts in the Vault →

🔌 MCP Servers for Numeric +

Connect these MCP servers to give Claude, Cursor & Cline superpowers with this tool. Sign up free to copy install commands.

🔌

Brex MCP Server

Medium 📱 macos, linux, windows

MCP for Brex corporate cards and expense data.

GitHub

🔌

Alpaca MCP Server

Medium 📱 macos, linux, windows

MCP for Alpaca brokerage trading and market data.

🔓 Sign Up Free to Install

🔌

Polygon.io MCP Server

Medium 📱 macos, linux, windows

MCP for Polygon.io equities, options, and crypto market data.

🔓 Sign Up Free to Install

🔌

Alpha Vantage MCP Server

Low 📱 macos, linux, windows

MCP for Alpha Vantage time-series and fundamentals data.

🔓 Sign Up Free to Install

🔌 Browse All MCP Servers →

🤖 AI Agents for Numeric +

Pre-built automation agents that work with this tool — import in one click. Sign up free to access.

🌊 FLOWISE

Flowise Invoice Reconciliation Agent

⏰ Scheduled

Flowise flow that ingests PO, invoice, and payment records, reconciles them, and flags variances or missing matches for manual review.

https://github.com/FlowiseAI/Flowise

⬇ Import Agent Docs

🤖 CLAUDE CODE

Claude Code SEC Filing Watcher

⏰ Scheduled

Claude Code agent that polls EDGAR for new 8-K filings on a watchlist, extracts material events, and posts a summary to Slack or email.

https://github.com/anthropics/claude-cookbook

🔓 Sign Up Free to Import

⚡ ZAPIER

Zapier Stock Alert Multi-Step

⚡ Event

Zapier Zap that triggers on unusual volume from a market data webhook, calls an LLM to summarize related news, and posts the alert to a Slack channel.

https://zapier.com/apps

🔓 Sign Up Free to Import

🤖 CREWAI

FenixAI_tradingBot

👆 Manual

Fenix Ai Trading Bot with LangGraph and ollama and multipe providers

https://github.com/Ganador1/FenixAI_tradingBot

🔓 Sign Up Free to Import

🤖 Browse All AI Agents →