For finance teams evaluating Numeric

Numeric runs the close. Adopt runs the book.

Agents prepare the payables exceptions, the receivables aging and the close on one ledger, inside the systems you already use. Your team approves what matters.

See it on your own month

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  • 1

    audit trail across payables, receivables and the close

  • 0

    new logins for your team

  • 100%

    traced to source documents

Agents work inside the systems your team already uses.

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The problem

Software you run still leaves the close on your desk.

Ownership

Someone has to run the automation

Describing a process to an agent, tending it, and fixing it when a bank changes its statement format: with a software license, that someone is on your team.

Coverage

The integration catalog sets your coverage

Systems outside the catalog stay manual: older ERPs, bank portals, document stores. Those are usually where the close gets stuck.

Accountability

Exceptions land on you, with no one accountable

Every held item still needs a person, and a license does not put anyone on the hook for clearing it by close day.

Approval logic

Approval is all or nothing

A single "a human approves everything" setting means proven, high-volume work still queues for a person every cycle.

Month-end, when only the exceptions need you

Agents pull the statements, match the lines and hand your reviewer a finished run. What lands on your team's desk is the short list below, not the workqueue.

Every held item states the one thing wrong with it, and one cent out is out of balance.

Illustrative view with sample data, not real customer financials.

Numeric vs Adopt AI

Numeric is a genuinely good close platform. It is quick to stand up, lean accounting teams like using it, and it runs the close at Brex, Wealthfront and public companies. If the close checklist is the whole problem, it is a strong answer and you should buy it. The comparison below is about the other three weeks.

NumericAdopt AI
What you buyA close automation platform your team runsThe close, payables and receivables work itself, prepared for review, with Adopt's accountants behind the agents
ScopeClose management, reconciliations, cash matching, flux and reporting. Payables and receivables are not on the product listPayables, receivables and the close on one ledger with one audit trail
Who does the workIts agents draft, match and monitor. Your accountants verify, finish and postAdopt agents prepare, Adopt's team keeps them running, your team approves
Who owns the outcomeYour team. It is a software subscriptionAdopt, through a pilot with agreed targets and pricing tied to work completed
Pricing basisPer user, from $30 per month on the entry plan, custom above itAccounting work completed, scoped in the pilot. No seats, no AI credits
Your systemsModern, API-connected ERPs. NetSuite, QuickBooks and Xero are the named fitsWhatever your team uses today, older ERPs and bank portals with no API included
Where your data sitsNumeric's cloudYour environment, if you choose: cloud, private cloud or on-prem
Getting startedSelf-serve to CPA-led onboarding, depending on planA pilot on your own close with targets agreed before it starts
Best fitTeams on a modern ERP whose problem is the close itselfTeams that want the whole month prepared, not just the close tracked

Comparison based on public information from numeric.io and numeric.io/pricing as of September 2026. Plans and capabilities change. Verify with Numeric directly.

Trust is a dial, not a leap.

You decide what each agent may do, per entity and per agent. Start at watch, move the dial as the evidence accumulates. Nothing moves up a rung unless you move it.

  1. The agent reads and reports only. Where every new engagement starts.

Illustrative view with sample data.
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    Nothing in Adopt can move money.

    Adopt cannot send a payment. Approving a bill instructs the system that already pays your vendors.

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    One cent out is out of balance.

    Reconciliation has no tolerance setting, and agents record the statement balance exactly as your bank reported it. A rounded or derived balance would hide the errors reconciliation exists to catch.

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    It can always show its work.

    The system stamps every suggestion, approval and write-back with who did it, when, and on what evidence, in a history no one can edit or overwrite. Your auditors get an answer to any question.

Proof

From the teams we work with

  • I have sincerely appreciated my time spent working with Adopt.

    I am often impressed with both their willingness to dive in and absorb the technical subject matter of my industry and their competence in creating a bespoke AI agent solution that works symbiotically with my team’s established workflows.

    Dan Kielar, Senior Manager, National R&D Tax Credit Practice, UHY

  • They say most AI projects fail, but that was definitely not the case here!

    Adopt was brought in to develop a fully customized AI solution for our team… The project was an unequivocal success in no small part because of Adopt’s ability to work with us to map our process, take feedback on what was working and what wasn’t, and helping us with what we didn’t know.

    Steven Nerat, UHY

No migration. A pilot.

  1. Day 1

    Bring one close task

    Agents run it on a simulated version of your workflow while you watch. That demo is the whole ask.

  2. Weeks 1–4

    Pilot on your own month

    Agents run at suggest posture across a close task and a payables queue. Your team accepts or corrects every entry inside the systems you already use.

  3. Day 30

    Judge the numbers

    Review the pilot against the targets we agreed. Move the agents up the ladder, or walk away having lost nothing.

  • GDPR
  • CCPA
  • HIPAA
  • SOC2 Type 2
  • ISO/IEC 27001

Zero training on customer data

Visit our Trust Center

Questions finance leaders ask

Take back the month, not just close week.

30 minutes, on your own workflow.

Numeric is a trademark of its owner. Adopt AI is not affiliated with, sponsored by or endorsed by Numeric. Comparison based on public information as of September 2026.