How it works

How NUMA Works

NUMA turns your current finance process into a controlled digital employee inside your ERP. We map your steps, build the controls, prove it on your real data, then go live — with segregation of duties, full audit trails, and exceptions routed to humans.

Book a 15-min Fit Check Security & Control
1
Connect
→
2
Configure controls
→
3
Execute
→
4
Review exceptions

The Journey

From your process to
your digital employee

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

NUMA Your Team

Phase 1

It starts with your process — not ours.

Your Team

Your current AP workflow

1Invoice arrives→
2Capture details→
3Match to PO→
4Code to GL→
5Get approval→
6Schedule payment

Your rules. Your exceptions. Your approval chain.

1
Discovery
NUMA

NUMA listens and maps

Rules — 3-way match required over $50k
Approval matrix — CFO approves >$100k
Exception handling — No PO? Route to procurement
Systems — Your ERP · Email inbox · Bank feed

Custom to your SOP — not a template.

Your Team

Your team reviews the configuration and signs off.

✓Approve configuration

Your lane is quiet here — that's the point.

2
Build

Phase 2

We build it. You don't have to.

NUMA

Digital AP Employee — assembling

⚡
SkillsAP Invoice Processing
✓
🔌
ToolsYour ERP · Inbox · Bank feed
✓
📋
SOPYour exact steps from Phase 1
✓
🛡
ControlsApprovals · Exceptions · Escalation
✓

Typically 1–2 weeks for AP

NUMA builds and maintains. Your team validates.

Phase 3

Prove it works — side by side.

Your Team
0 min

avg per invoice

NUMA
0 min

avg per invoice

3
Prove
Match rate0.0%

Same invoices, processed in parallel. Discrepancies flagged → your team reviews → NUMA adjusts.

POC runs on your real data. You compare every result.

~70% Processed automatically — No human touch. Captured → matched → coded → queued.
~20% Needs your approval — Threshold or new supplier. Digital employee pauses → routes to your team → completes after approval.
~10% Exception — Your team decides. Flagged and stopped. Your team investigates.
4
Go Live

Phase 4

Monday morning. Invoices land.

NUMA
Your Team

Your team handles approvals and exceptions only

Not the full volume. Most invoices flow through automatically. Your people focus on what actually needs human judgment.

NUMA → routes → Your Team → approves → NUMA → completes

Humans approve. Always. Full audit trail on every transaction.

Phase 5

Your team sees everything. Real time.

Processed142

invoices this week

Pending Approval3

awaiting sign-off

Exceptions1

flagged for review

5
Dashboard

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 AP. Then keep going.

✓
Digital AP EmployeeLive
→
Digital AR EmployeeNext
·
Digital Reconciliation EmployeeFuture
·
Digital Payroll EmployeeFuture
Book a 15-min Fit Check →

One process. Proven. Then expand.

6
Expand
Custom to your SOP NUMA builds + maintains Humans approve + handle exceptions Full audit trail + role-based access

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

What you get

Day-to-day visibility and completed work — not just dashboards.

Completed workflows with timestamps and evidence Exception queue with flagged issues and reason codes Execution log showing every action and approval Live dashboard with open, in-progress, and resolved work

Completed work

  • Completed workflows with timestamps and evidence
  • Clear status from start → done
  • Outputs are reviewable

Exception queue

  • Exceptions flagged with reason + counts
  • Progress shown step-by-step
  • Humans resolve only what needs judgment

Execution log

  • Every action logged: who / what / when / why
  • Approvals and overrides captured
  • Evidence available per workflow run

Live visibility

  • Live view of what’s running, stuck, and done
  • Work progresses continuously — not only at month-end
  • Issues surface earlier

The close becomes continuous. Execution runs 24/7.

Runs inside your ERP

Your ERP stays the system of record. NUMA operates inside it.

NUMA ERP Rules Approv- als Excep- tions Audit Trail
No spreadsheets required No shadow processes

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.

View the 30-day pilot →