NUMOS AI PLATFORM

A unified execution layer for autonomous finance operations

Numos builds a semantic, system-level understanding of your finance stack and orchestrates AI agents that execute workflows, reason over financial data, and generate auditable outcomes in real time.
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PLATFORM BENEFITS

Core Platform Capabilities

Unified Finance Context Layer
Connect every finance system into one intelligent context engine.
Numos builds a continuously updated semantic layer across structured and unstructured sources (ERP, billing, warehouse, contracts, invoices, docs). It normalizes entities (vendors, invoices, POs, GL accounts), resolves cross-system relationships, and maintains temporal state, creating a queryable representation of financial reality for consistent, context-aware reasoning.
Agentic Workflow Engine
Turn repetitive finance work into autonomous Agentic workflows.
Numos composes specialized AI agents into execution graphs that automate multi-step workflows (AP, AR, GL classification, variance analysis). Agents retrieve context, apply domain logic, and execute actions via APIs and browser agents. The orchestration layer manages async execution, retries, checkpointing, and human-in-the-loop controls for reliable, end-to-end automation.
Finance Intelligence that knows your Company
Finance insights the moment something changes.
Numos continuously monitors transactions, budgets, and operational signals to surface anomalies and explain financial drivers automatically. Finance leaders get instant answers like: Why expenses increased? Which vendors changed billing patterns? Which budget lines are trending over plan?
"Numos is truly game-changing in how it transforms finance. It meets compliance and auditability standards essential for a CAO organization. More importantly, Numos enables team members to focus on impact by taking the routine activity away so they can guide the business. Ultimately, it’s about the people, the process, and building trust, and Numos really understands that."
Sue Taylor
former Chief Accounting Officer at Meta
"Numos transformed our financial operations. By automating our core accounting workflows and giving our FP&A team instant variance analysis, we've elevated our entire department's strategic output."
Author Name
VP of Company
"Numos transformed our financial operations. By automating our core accounting workflows and giving our FP&A team instant variance analysis, we've elevated our entire department's strategic output."
Author Name
VP of Company
"Numos transformed our financial operations. By automating our core accounting workflows and giving our FP&A team instant variance analysis, we've elevated our entire department's strategic output."
Author Name
VP of Company

Centralize your finance
intelligence on one platform

Compliance by Design

SOC 1 and SOC 2 aligned infrastructure
and controls designed to meet enterprise
finance compliance requirements.

Granular Security Controls

Role-based permissions ensure the right people have access to the right data and workflows, nothing more.

 Built-in Auditability

Every workflow, decision, and data source is fully traceable with detailed audit logs and transparent reasoning.

Your questions, answered.

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What is the Numos AI platform?

Numos is an autonomous finance operations platform that connects your ERP, billing systems, operational and financial data into a unified context layer. AI agents use this layer to automate complex accounting and FP&A workflows; from month-end close and AP/AR to variance analysis,  generating audit-ready insights in real time.

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How is Numos different from traditional finance automation software?

Traditional finance automation tools rely on static rules, rigid workflows, and dashboards that require human interpretation. Numos deploys agentic AI that builds a semantic understanding of your specific business context: your vendors, contracts, GL structure,  policies, conversations, and presentations . Then autonomously executes multi-step workflows across AP, AR, Close, and FP&A without manual intervention.

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How does Numos ensure accuracy and compliance in automated finance workflows?

Every action Numos takes is fully traceable: source data, reasoning, and outcomes are all logged with complete audit trails and supporting documentation, accessible both to your IT departments and your financial auditors. The platform is SOC 1 and SOC 2 certified and SOX compliant with role-based access controls, human-in-the-loop checkpoints, and reviewer & approver controls, ensuring finance teams maintain oversight and that every output meets enterprise compliance standards.

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What financial systems and ERPs does Numos integrate with?

Numos connects to your existing financial and operational systems through APIs and browser agents, without requiring a rip-and-replace of your current stack. Common integrations include NetSuite, Sage Intacct, SAP S/4HANA, QuickBooks, Workday Financial, and Oracle for ERP; Zip, Tipalti, Bill.com, Coupa, and Ariba for procure-to-pay; Adaptive, Anaplan, Excel, and Google Sheets for planning and reporting; Salesforce and HubSpot for CRM; Gmail, Outlook, Microsoft Teams, Slack, and Granola for communications; and Snowflake, Databricks, and BigQuery for data warehousing. If a system exposes an API or a browser interface, Numos can connect to it.

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Which finance teams and roles is the Numos platform built for?

Numos is built for enterprise finance organizations: Controllers, CFOs, FP&A leads, and Accounting Operations teams managing complex, high-volume workflows. The platform scales across AP, AR, close, and strategic reporting without requiring additional headcount, making it particularly valuable for finance teams under pressure to do more with existing resources.

Ready to scale your finance capacity?

Discover how the Numos AI platform can automate your accounting operations, accelerate your close, and elevate your strategic FP&A. Secure, audit-ready, and built for the enterprise.

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1825 S. Grant Street Suite 200, San Mateo, CA 94402
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