Faster now
Your team completes recurring finance work faster from day one.
Your team gets faster.Your finance function getssmarter.
NUMA helps employees complete finance work faster inside the systems they already use. While they work, it learns the steps, decisions, controls and exceptions behind the workflow.
Once the workflow is proven, it can be promoted into governed automation.
Same agent, same audit trail. Run it wherever your team already works.
NUMA processing AP invoices from the inbox into Xero with coded draft bills, VAT and linked source attachments, shown inside the NUMA workspace.
The same NUMA agent producing the same coded draft bills, VAT and linked source attachments, shown running as a NUMA plugin inside Claude.
Learns as work happens
NUMA captures the steps, decisions, controls and exceptions behind the work.
Automated when proven
Proven workflows move into governed execution with approval where it matters.
Your team teaches NUMA simply by doing their jobs.
The person leaves.The process stays.
NUMA captures how the work gets done as it happens, so the next person inherits the process, the context and the controls from day one.
Why CFOs trust NUMA
Automation you can review, approve and own.
NUMA executes inside your role-based permissions, follows segregation of duties, routes work through approval gates and records every action.
Not a black box. Control stays intact.
Three layers of control, each one narrower than the last.
01 · Organisation
What NUMA can reach at all
You decide which systems, subsidiaries and books are in scope. Anything outside that boundary does not exist as far as NUMA is concerned.
02 · Digital employee
Only the tools the job requires
Each digital employee runs as a named user with a specific role and inherits exactly what that role may and may not do. An AP clerk is given AP tools. It never holds the tools its job does not need, and if the role changes, the digital employee changes with it.
03 · Task
Not comfortable inheriting all of it? Tighten it.
Narrow it further per task. Set create, read, update and delete per tool. A digital employee can only ever hold fewer rights than the role it runs under. Never more.
| Tool | Create | Read | Update | Delete |
|---|---|---|---|---|
| Vendor bills | Allowed | Allowed | Allowed | Blocked |
| Journal entries | Blocked | Allowed | Blocked | Blocked |
| Vendor master | Blocked | Allowed | Blocked | Blocked |
| Payments | Blocked | Allowed | Blocked | Blocked |
In this example NUMA can draft and code bills, but can never change vendor banking details or release a payment.
Start with one workflow
NUMA can work across the finance function. It is especially powerful in the recurring work that absorbs capacity every day: processing transactions, reconciling accounts, managing exceptions and keeping the close moving.
Your team remains in control of decisions, approvals and exceptions. NUMA learns how the execution actually works and takes on more of it as the workflow becomes proven.
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
Reconciliation
Match the routine. Surface the exceptions.
NUMA supports recurring matching across bank, card, supplier, subledger and general-ledger data, keeping the supporting evidence connected and directing unmatched items for review.
What NUMA learns
Matching patterns · clearing rules · supporting evidence · exception routes · review requirements
Month-end close
Keep the close moving.
NUMA supports recurring close tasks, reconciliations, journals, evidence and sign-offs, helping the work move through the right sequence without constant manual follow-up.
What NUMA learns
Task sequences · dependencies · journal patterns · approval gates · recurring exceptions
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.
Frequently asked questions
What does NUMA do from day one?
From day one, NUMA helps your team complete finance tasks faster inside the ERP you already use. Digital finance employees work alongside your people, scoped to your permissions, so results are measured from the first task rather than after a long build phase.
What does “learns as you work” mean?
As your team completes work in NUMA, it captures how the process actually runs: the steps, approvals, controls, decisions and exceptions. That working knowledge becomes company-owned context, so proven workflows can later be promoted into governed automation.
Does NUMA replace our ERP or finance systems?
No. Your ERP remains the system of record. NUMA is the system of work that sits inside your existing finance stack and executes under your permissions and controls.
How do approvals and segregation of duties work?
Every workflow runs under your role-based permissions, segregation of duties and approval chains. Work only moves when conditions are met. Humans approve at defined gates and every action is logged.
What happens when NUMA encounters an exception?
Anything outside policy is flagged and routed to the right person for review. Nothing is skipped or hidden. Every exception is logged with ownership and resolution.
How is NUMA different from RPA and workflow automation?
RPA automates clicks on top of systems. Workflow tools route tasks between people. NUMA executes accounting work inside your ERP, learns from how your team works and promotes proven workflows into governed automation, with controls and audit trails by default.
Is NUMA replacing my finance team?
No. It removes the manual execution layer so your team operates and approves instead of keying and chasing. Your people move up the judgment stack. NUMA does the legwork.
Which ERPs does NUMA support?
NUMA integrates with leading ERP platforms including Xero, NetSuite, Sage, SAP, Oracle, Zoho, QuickBooks and Microsoft Dynamics 365. NUMA works inside your ERP: not layered on top as another disconnected platform.
How do we choose the first workflow?
Start where time, manual touches and exceptions can be measured clearly: often bank reconciliation, AP execution or month-end close. We help you pick one recurring process, prove value on your own data, then expand.
How long does it take to get started?
After a fit check, we confirm your ERP and starting workflow, then configure access, controls and as much of your business fingerprint as you choose to share. You can be live with your first digital employee on day one, measuring results from the first task.
Find the first workflow NUMA should tackle.
In 15 minutes, we will confirm your ERP fit, identify a measurable starting workflow and show what NUMA could help your team execute faster, learn and eventually automate.
Thanks. We’ll be in touch within 24 hours.