Numeric

We've been dogfooding our Numeric MCP for a while now and today we're launching it publicly. I used to tell people on calls that one of the best parts of Numeric is how much context you can layer in — descriptions, call recordings, attachments, tags, etc. — and that it really pays off when you onboard new team members. Scratch that. Now it pays off when you add agents to your close. With the Numeric MCP, your AI assistant can query your data, manage tasks, and take real action — inside Numeric and outside of it. Excited to see what people build with this.

What makes an AI agent useful in your close? The data underneath it. That's why we just launched our MCP! Most accounting tools weren't built with agents in mind. Numeric was. So all of the data that flows to your agent is clean and structured by design. That means when an agent works inside Numeric, it's not guessing. It's not interpreting a mess. It's moving fast on a foundation that's already in order. With the Numeric MCP, your close gets faster. Agents can take action inside your close process, and everything they do is tracked, auditable, and visible alongside your team's work. In one place. Point an agent at your close. Numeric makes sure it knows what to do, fast. Connect here: https://www.numeric.io/

Second time in Seattle, time spent in the city... 48 hours 😂 Always fun being able to meet new folks and hear what's top of mind for accounting teams as the AI landscape continues to change. Sitting next to Brian Foster, CPA & Will Smerdon, CA was a treat. Really enjoyed learning how Zendesk and Cursor are leveraging AI across their finance/accounting functions. It's clear the role of an accountant is moving towards one of a "finance engineer". Find solutions that bring in, structure, and organize data, and from their build processes on top of it. All this to say, I need to spend more time up north. Hopefully I can make a long weekend out of the next Numeric Seattle dinner!

Most finance teams have a Q1 survival plan, but what happens when Q2 creeps up faster than you have time to prepare? With year-end behind you, you can finally go on offense. This Q2, don't slip into a SALY mindset. Instead, take a moment to think strategically about the tools and processes that will level up your team. To help, we've put together a Q2 Tip-Off Demo Day featuring best-in-class finance vendors: Numeric Ramp Abacum Anrok Join us on April 15th at 11 AM PT / 2 PM ET to see live demos built for finance teams ready to work smarter not harder. Register here: https://lnkd.in/gYPaXhK4

Not everything happens over tea, but some of the best conversations do. Last week we hosted a breakfast in London with Staria at Mount St.'s private Scottish Room. It was a full house and a great way to connect with CFOs and Controllers who can't always make it to our dinners. When events end with people saying "let's keep this going ��� send me everyone's details so we can all connect," you know you've built something worth showing up for. We're so grateful to our partners and guests who make events like this so special!

What if reconciling across currencies didn't mean manual steps, exchange-rate lookups, and error-prone spreadsheets? 🌐 𝐍𝐨𝐰 𝐋𝐢𝐯𝐞: 𝐂𝐫𝐨𝐬𝐬 𝐜𝐮𝐫𝐫𝐞𝐧𝐜𝐲 𝐜𝐚𝐬𝐡 𝐚𝐜𝐜𝐨𝐮𝐧𝐭𝐢𝐧𝐠! You can now automate cross-currency transfer entries and cash matching across currencies directly in the Cash module in Numeric. Instead of looking up exchange rates and running calculations in Excel, Numeric brings in daily exchange rates to help you identify and book cross-currency transfer activity. That means fewer manual steps, fewer errors, and faster reconciliation — whether you're closing the books across EMEA, North America, APAC, or all three.

If your CFO handed you an AI mandate tomorrow, how would you execute it? This Thursday, March 26th at 11 AM PST / 2 PM EST, we're going live with David Fuhriman, CFO of the Jewish Federation of San Diego, and Sean Morrison, CPA, Corporate Controller at Commure, to find out. They will walk us through their own learnings and first steps when it comes to discovering where AI fits in your finance operation, how they responded to AI mandates, and how you might respond to yours. AI mandates haven't come with a roadmap to success. Until now. Grab a spot here: https://lnkd.in/gZsfetFs

When Awardco lost a key member of their accounting team, they made a bet on buying software over increasing headcount. With Numeric, that bet paid off greatly. Ryne and Robert shaved 4 business days off their monthly close, hit their target close date consistently for the first time, and eliminated the back-and-forth with FP&A entirely, all while running a leaner team than before. As Ryne puts it, investing in tools that make your team more efficient is always worth it, and the numbers back him up.

We usually do dinner, but this week we decided to try something a little different. We partnered with RightRev to take finance leaders to the Houston Rodeo 🤠 and this might be one of our new favorite types of events. Creating curated experiences for the accounting community goes beyond networking and knowledge sharing. It's about building real relationships in settings that are a little more fun and a little more memorable. Keep an eye out for the next Numeric event in your city. We're just getting started. 🎉 Alissa Camarillo Matthew Mayer Becky Kosovsky Julie L Mathos, CPA James A. Megan Dietenhofer Kylee Vestal Timothy Simkiss, CPA Viola Amuta-Onuorah Joey Bringhurst

Over 70% of the finance teams we talk to already have an AI mandate on their plate. And yet, many are still looking for solid instruction on how to get started or at least how to make progress that their CFO will recognize. Our suggestion? Start with Numeric’s AI Mandate Playbook. It breaks the journey into five foundational stages and gives you the tools to actually move, including templates, worksheets, hiring guides, calculators, and curated reading built specifically for Controllers and finance leaders. From the decisions before automation to the results you will bring to your board, the playbook gives you a path instead of guesswork. Take the first step → https://hubs.ly/Q046xNP60