How NUMA works

Digital finance employees work alongside your team inside the ERP you already own. First they make your team faster. Then they learn how your finance function actually runs and get promoted to take over proven workflows, with your approval at every gate.

1
Connect
2
Work
3
Learn
4
Automate

Today, AI makes individuals faster.NUMA makes the finance function smarter.

The journey

How value compounds

Scroll to see what NUMA does, what your team does and who is responsible at every step.

NUMA Your team

Phase 1

It starts with your team, not a workshop.

Your team

Your team connects to NUMA. Their existing roles, permissions and approval limits are mirrored exactly.

Your team signs off the access setup.
1
Connect
NUMA

It builds the fingerprint of your business

Every finance function has a fingerprint: its suppliers, its customers, its accounts and the patterns running underneath them. NUMA renders yours from the transaction detail you choose to share. The richer the fingerprint, the sharper the judgement you get back.

You decide what forms it and how much. Start with the context behind a single workflow and widen it only as far as you are comfortable.

Your ERP · Email inbox · Bank feed

The fingerprint is yours and it stays with the business. Nothing to map upfront.

Phase 2

Day one. Your team, faster.

Your team

Ask in plain language

Check the inbox and process this morning’s invoices.

Plain language in. Your team stays in charge of decisions and approvals.

2
Work
NUMA

NUMA finds the invoices, extracts the data, matches POs, applies coding and creates everything as drafts for approval. Full audit trail from the first task.

Phase 3

While the work happens, NUMA learns.

Your team

Nothing changes for your team. They just work.

3
Learn
NUMA

Every completed task teaches NUMA the real process: the steps, the decisions, the exceptions and the judgement that normally live in people’s heads.

Your team teaches NUMA simply by doing their jobs.

4
Promote

Phase 4

Proven workflows get promoted.

NUMA

When a workflow is proven, NUMA proposes it for automation: here is the process, here are the controls, here is the evidence.

Your team

A human approves the promotion. Only then does the workflow run on its own, inside your approval gates.

Approve promotion

Once promoted, a typical workflow settles toward:

~70% Automated execution. Captured, matched, coded and queued inside your controls.
~20% Approvals. Threshold or new supplier. NUMA pauses, routes to your team, then completes after approval.
~10% Exceptions. Flagged and stopped. Your team investigates and decides.

Clients scale toward roughly 70% automated execution, 20% approvals and 10% exceptions.

Automation is earned, never assumed.

Phase 5

Your team sees everything. Real time.

Processed142

invoices this week

Pending approval3

awaiting sign-off

Exceptions1

flagged for review

5
Run governed

Audit log · Live

09:14Digital employee coded INV-4821 to GL 6100
09:15INV-4823 routed to Sarah M. for approval (>$100k)
09:22Sarah M. approved INV-4823
09:23Digital employee queued INV-4823 for payment
09:31INV-4827 flagged: no matching PO found

Every action logged. Role-based access. Your auditors will thank you.

Phase 6

Start with one workflow. Then keep promoting.

APLive
ARNext
·
ReconciliationFuture
Let’s get started →

One workflow proven and promoted. Then the next.

6
Expand
Custom to your process NUMA configures and maintains Humans approve and handle exceptions Full audit trail and role-based access

The work repeats.NUMA learns it. Then takes it on.

AP execution

From invoice received to payment-ready.

NUMA supports invoice capture, coding, matching and routing, follows the correct approval path and directs exceptions to the people authorised to resolve them.

What NUMA learns

Supplier patterns · coding decisions · approval paths · exception handling · payment controls

NUMA AP Execution pipeline from capture through matching and approval routing

And beyond these workflows: NUMA can operate across AP, AR, GL, cash, reporting and close, wherever recurring finance work follows a process that can be governed.

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

A faster finance team from day one.A smarter finance function every day after.

Now

Faster

Immediate execution capacity for your team.

Next

Automated

Proven workflows get promoted and run under your controls.

Always

Retained

Your processes, context and working knowledge stay with the company, even when people leave.

More capacity. Full control. Knowledge that stays.

Find the first workflow NUMA should tackle.

Fifteen minutes, no deck, no obligation. We confirm your ERP, pick your heaviest workflow and show you exactly how NUMA would run it, measured on your own data.

Thanks. We’ll be in touch within 24 hours.