Numeric Dials Up $51 Million Series B

<p><strong><span class&equals;"legendSpanClass">SAN FRANCISCO<&sol;span><&sol;strong> &&num;8212&semi; Numeric&comma; an AI accounting automation platform&comma; has raised a &dollar;51 million Series B round led by IVP&comma; with participation from Menlo Ventures&comma; Founders Fund&comma; Alkeon&comma; 8VC&comma; Socii Capital&comma; Access Industries&comma; Friends &amp&semi; Family Capital&comma; Long Journey Ventures and Fifth Down&comma; as well as Marc Huffman&comma; Former CEO of BlackLine&comma; and Ron Gill&comma; Former CFO of NetSuite&period; This investment&comma; which brings Numeric&&num;8217&semi;s total funding raised to &dollar;89 million&comma; will allow Numeric to expand from close management into a broader compound startup model &&num;8211&semi; delivering a unified data platform for enterprise finance teams&period;<&sol;p>&NewLine;<p>Numeric is also launching its cash management product&period; Accounting for cash is often the most painful step of the close process for enterprises&comma; and it starts with cash matching&colon; the process of reconciling bank transactions with general ledger entries&period; Legacy tools often deliver match rates below 30&percnt;&comma; leaving finance teams to reconcile hundreds or thousands of transactions manually&period; For growing companies&comma; this can require teams of five or more people dedicated solely to cash reconciliation&period;<&sol;p>&NewLine;<p>Numeric&&num;8217&semi;s solution says it achieves a 90&percnt;&plus; auto-match rate&semi; nearly triple the industry standard&period; Early customers of the new product&comma; including Brex&comma; Public&period;com&comma; and Clipboard Health&comma; are already eliminating multiple days of manual reconciliation work each month&period;<&sol;p>&NewLine;<p>The Series B represents a pivotal moment in Numeric&&num;8217&semi;s evolution from a close management solution to a multi-product platform with a shared data core&period; With three core products now live – Close Management&comma; Analytics&comma; and Cash Management – Numeric is building what CEO Parker Gilbert describes as &&num;8220&semi;the connected platform for finance operations&period;&&num;8221&semi;<&sol;p>&NewLine;<p>&&num;8220&semi;We started by solving the close&comma; but our vision has always been greater&comma;&&num;8221&semi; said Gilbert&period; &&num;8220&semi;Each product we build makes the others more powerful&period; We&&num;8217&semi;re marching toward a future where accounting isn&&num;8217&semi;t manual spreadsheet work but instead is a real-time strategic function&period; This funding accelerates that timeline significantly&period;&&num;8221&semi;<&sol;p>&NewLine;<p>&&num;8220&semi;Numeric has consistently demonstrated exceptional product execution and deep understanding of what finance teams actually need&comma;&&num;8221&semi; said Ajay Vashee&comma; General Partner at IVP&period; &&num;8220&semi;Their ability to expand from close management into analytics and now cash management&comma; while maintaining product excellence across each&comma; shows they&&num;8217&semi;re building something truly differentiated&period; We&&num;8217&semi;re excited to support their vision for the future of accounting&period;&&num;8221&semi;<&sol;p>&NewLine;<p>Brex&comma; who piloted the product&comma; saw their match rate jump from 30&percnt; to over 90&percnt;&comma; enabling their team to dramatically reduce time spent on manual reconciliation work&period;<&sol;p>&NewLine;<p>&&num;8220&semi;Numeric didn&&num;8217&semi;t have the dream of just a project management tool&period; Numeric had the dream of a flux analysis product&comma; a cash reconciliation product&comma; the full linking between the ERP system and their platform&period; And Numeric had the dream of AI&comma;&&num;8221&semi; said Kevin Moore&comma; Controller at Brex&period; &&num;8220&semi;I think ultimately that implementing Numeric is one of the best decisions I&&num;8217&semi;ve made as controller over my 7 years at Brex&period;&&num;8221&semi;<&sol;p>&NewLine;<p>Numeric&&num;8217&semi;s platform strategy mirrors successful enterprise platforms like Salesforce and Rippling&comma; which built category-defining businesses by expanding horizontally across related workflows&period; The company plans to launch additional products throughout 2026 and 2027&comma; each designed to automate a different critical accounting workflow&period;<&sol;p>&NewLine;<p>Numeric&&num;8217&semi;s approach combines AI for pattern recognition with deterministic code for calculations and human oversight for exceptions&period; The platform approach is underpinned by Numeric&&num;8217&semi;s AI philosophy&colon; use it thoughtfully&comma; not indiscriminately&period;<&sol;p>&NewLine;<p>&&num;8220&semi;AI is powerful&comma; but imperfect&period; Most importantly&comma; accounting can&&num;8217&semi;t tolerate errors compounding&comma;&&num;8221&semi; said Gilbert&period; &&num;8220&semi;We route the right work to the right operator&colon; AI to interpret unstructured data&comma; code to handle calculations with precision&comma; and humans to add context and make judgment calls&period;&&num;8221&semi;<&sol;p>&NewLine;

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