30-Day Pilot
Prove NUMA on your real finance workflow — inside your ERP — with segregation of duties, approvals, full audit trails, and exceptions routed to humans.
Start with one workflow. Prove it safely. Then expand across finance execution.
The pilot
A controlled, side-by-side proof of execution — not a demo.
NUMA turns your current finance process into a controlled digital employee inside your ERP. We map your steps, build the controls, run in parallel on real data, then go live — with full oversight and auditability.
Is this for you?
Finance leaders who want automation without breaking segregation of duties
Teams under pressure from volume, complexity, and close deadlines
Teams who want exceptions surfaced early — not discovered at month-end
Teams who need execution completed, not just dashboards
Starting point
Capture → match → code → route → post — under your approval matrix and exceptions handling.
Auto-match + exception queue across bank/card, clearing, and suspense accounts.
Close checklist orchestration, sign-offs, exception summaries, and evidence logged to each workflow run.
Deliverables
You don’t just get “insights.” You get completed work you can review and own.
Completed workflows with timestamps and evidence
Exception queue with reason codes and counts — humans resolve only what needs judgment
Execution log showing who/what/when/why — plus approvals and overrides
Live visibility into what’s running, stuck, and done
Recommendation for what to automate next — land, then expand
Week by week
Week 1
Process map, acceptance criteria, approval matrix, exception definitions.
Week 2
RBAC, permissions, approval gates, thresholds, audit trail logging.
Week 3
Parallel run results, tune exceptions, build confidence.
Week 4
Live execution under controls + pilot report + expansion plan.
Scorecard
Automation Coverage
Exception Rate & Trend
Cycle Time Reduction
Approval Latency Reduction
Audit Evidence Completeness
Your side
ERP + environment access (permissions as agreed)
Current SOP for the chosen workflow (informal is fine)
Approval matrix / SoD expectations
A finance owner for exception review
Security
Automation only works when control comes first.
Encrypted at Rest & in Transit
Role-Based Access Control
Full Audit Trail & Evidence Log
Common questions
No. We start with mapping + parallel proof, then go live only when you’re satisfied with the results.
No. It starts with your process — not ours.
No. Humans approve and handle exceptions. NUMA executes recurring steps under your controls.
If it’s proven, we expand to the next workflow using the same control-first approach.
Talk directly with the founder. We’ll confirm your ERP, choose the best starting workflow, and share the 30-day pilot plan.