How Teams Start Safely
NUMA runs controlled execution inside your ERP — with segregation of duties and full audit trails. Start with one workflow, prove it safely, then expand.
AP Execution
Invoice-to-pay steps under approvals, SoD, and audit trails.
Success looks like: fewer touches · fewer bottlenecks · cleaner payment runs
Book a 15-min Fit Check →Bank Reconciliation
Daily matching + exception queue for humans.
Success looks like: daily visibility · fewer unreconciled items · cleaner clearing accounts
Book a 15-min Fit Check →Month-End Close Tasks
Checklist execution + reconciliations + exceptions with evidence logged by default.
Success looks like: close days reduced · fewer last-minute surprises · clearer accountability
Book a 15-min Fit Check →Your Best Employee — Without the Headcount
Most controllers don’t need another system. They need another reliable employee. NUMA maps your exact processes — your SOP, approval matrix, exception handling — and deploys a digital finance employee that executes the identical workflow inside your existing ERP, under your existing controls.
Embedded in your ERP
Runs inside your existing finance system — not another layer to manage.
Executes under segregation of duties
Work runs under role-based permissions and separation of duties — so control doesn't break during execution.
Exceptions route to humans
Anything outside policy is flagged, escalated, and tracked — never skipped.
Audit trails by default
Every action is logged, traceable, and tied to the workflow that triggered it.
What NUMA Automates
The recurring execution layer across AP, AR, GL, cash and close — executed inside your ERP under segregation of duties and full audit trails.
Reconcile & Prove
- Bank + card reconciliations (auto-match + exceptions)
- Clearing & suspense accounts (GRNI, payment clearing, undeposited funds)
- Subledger-to-GL tie-outs (AP/AR to GL)
- Intercompany matching & reconciliations
- Balance sheet roll-forwards + supporting schedules
Execute Transactions
- AP invoice-to-pay: capture → code → match → route → post
- Payments: proposals → approvals → release controls → remittances
- AR cash application: match receipts → allocate → clear unapplied cash
- Collections workflows: reminders, dispute queue, escalation paths
- Journals: recurring, accruals, reversals, allocations — prepared and routed
Close Execution
- Close checklist orchestration + sign-offs
- Exception summaries + reconciliation packs
- Supporting evidence logged to each workflow
Plus any other recurring, rules-based workflow your team runs inside the ERP — governed by the same controls.
Why automation still feels risky
Because finance execution is governed work — not just tasks.
When automation runs without segregation of duties, approvals, and audit evidence, it doesn't reduce risk — it creates it.
Most "automation" tools either sit outside the ERP or bypass ERP controls. The result: work gets faster, but accountability gets weaker — and finance teams end up rebuilding control in spreadsheets, screenshots, and manual checks.
What's broken today
- Controls don't carry through execution (SoD breaks, approvals aren't enforceable)
- Audit evidence is incomplete (who did what, when, and why isn't traceable)
- Exceptions get handled in chat/email (no governed queue, no ownership)
- Teams recreate guardrails manually (spreadsheets, checklists, screenshot trails)
The result
Automation increases speed — but reduces trust.
So finance keeps humans in the loop for everything, and the "automation" becomes assistance.
NUMA automates from the first step — embedded in your ERP, with guardrails and audit trails by default.
Who NUMA Is For
Designed for finance leaders who:
- Run a modern ERP and want to get more out of it
- Are under pressure from volume, complexity, and close deadlines
- Want automation without breaking segregation of duties
- Need the books continuously ready — not a month-end scramble
- Are a lean team or fractional CFO who needs execution to run without hiring
NUMA is not:
You can ask NUMA questions — but it doesn’t stop at answers. It executes the work inside your ERP with full audit trails.
Why CFOs Trust NUMA
In finance, automation only works when control, auditability, and accountability come first.
- Segregation of duties with permissioned execution
- Full audit trails and action logs
- Strict guardrails and acceptance criteria on every workflow
- Enterprise-grade security and compliance readiness
Not a black box — execution you can review, approve, and own.
NUMA is built on SOC 2 Type II, ISO 27001, and PCI DSS certified infrastructure. All data is encrypted at rest (AES-256) and in transit (TLS). GDPR and CCPA compliant by design. Your data stays within your environment and is never used to train AI models.
Frequently asked questions
What is a "digital finance employee"?
A digital finance employee is an AI-powered worker that executes accounting tasks inside your ERP — such as reconciliations, AP processing, and close tasks. Unlike chatbots or copilots, digital finance employees initiate, execute, and complete workflows autonomously under predefined rules, approvals, and audit trails.
Which ERPs do you support?
NUMA integrates with leading ERP platforms including Xero, NetSuite, Sage, SAP, Oracle, Zoho, QuickBooks, and Microsoft Dynamics 365. NUMA is embedded inside your ERP — not layered on top.
How do approvals and controls work?
Every workflow in NUMA runs under predefined rules, acceptance criteria, and approval chains that you define. Exceptions are automatically routed to the appropriate team member for review. All actions are logged with a complete audit trail, ensuring full accountability and compliance.
What happens with exceptions?
When NUMA encounters a transaction or scenario that falls outside predefined rules or acceptance criteria, it automatically routes the exception to the appropriate team member for review. Nothing is skipped, overridden, or hidden — every exception is logged and tracked.
How is this different from RPA or workflow tools?
RPA tools automate clicks and keystrokes on top of systems. Workflow tools route tasks between people. NUMA is different: it is embedded inside the ERP and executes accounting work end-to-end — with built-in controls, approvals, and audit trails. No screen-scraping, no middleware, no manual triggers.
Is my data safe?
NUMA is built on SOC 2 Type II, ISO 27001, and PCI DSS certified infrastructure with encryption at rest and in transit. Your data stays within your ERP environment and is never used to train AI models.
How do we get started?
Tell us your ERP and what you want to automate. We'll review your workflows and show you how NUMA can help — typically within a short introductory call. No long procurement cycles required.
Book a 15-Minute Fit Check
Talk directly with the founder. We’ll confirm your ERP, choose the best starting workflow, and share the 30-day pilot plan.
Thanks — we'll be in touch within 24 hours.