# NUMERUS

> Finance work done by AI agents.

NUMERUS is an AI-powered workspace for finance professionals. It gives finance teams one place to connect their data, work with files, build financial models, automate recurring processes, and produce outputs they can review and trust.

Instead of spending hours collecting data from disconnected systems and files, finance teams can give the work to AI agents. NUMERUS is designed to make finance professionals substantially more productive while keeping every step traceable and every result auditable.

## What NUMERUS Does

- Builds financial models and runs what-if scenarios.
- Collects and works with data from private documents, public filings, CRM, ERP, local files, and legacy systems.
- Performs research and creates reports or interactive web dashboards.
- Automates recurring finance processes with reusable workflows.
- Lets teams edit files, gather context, and collaborate in one workspace.
- Shows how agents reached an outcome so finance professionals can verify the work.

## How It Works

1. Upload files and connect the systems that contain the relevant financial data, such as CRM and ERP.
2. Ask NUMERUS to complete a finance task or run a configured workflow.
3. Review the output together with the agent's execution steps and supporting context.

## Core Capabilities

### AI Agents for Finance

Agents take on time-consuming finance work such as collecting and structuring data, preparing reports, updating models, reconciling information, and investigating discrepancies. Multiple tasks can run in parallel while finance professionals stay focused on analysis and decisions.

### All-in-One Editor

The workspace brings context, files, editing, and team collaboration together. Finance teams can do the work in one environment instead of moving between disconnected tools.

### Reusable Workflows

Teams can encode their own processes once and run them repeatedly. Workflows can follow the firm's existing rules and continue to operate as recurring work changes or scales.

### Connected Data

NUMERUS works with the sources finance teams already use, including local files, private documents, public filings, CRM, ERP, and legacy systems. It is designed to fit existing processes rather than require a company-wide systems replacement.

### Auditability and Control

Every execution step is traceable and every outcome is auditable. Users can inspect the agent's work and verify results instead of relying on hidden logic.

## Common Use Cases

- Financial modeling and scenario analysis
- Management and month-end reporting
- Plan-versus-actual analysis
- Data collection, cleaning, and consolidation
- Reconciliation across files and systems
- Root-cause analysis for financial discrepancies
- Research and financial analysis
- Report and dashboard creation
- Automation of repeatable finance operations

## Who NUMERUS Is For

NUMERUS is built for finance professionals and teams that want to spend less time on manual data collection and repetitive execution. It supports individual professionals, collaborative finance teams, and larger organizations that need shared resources, usage controls, SSO, MFA, and dedicated support.

## Product Principles

- Start with the finance team's real work and existing systems.
- Let agents handle repetitive execution while people retain judgment and control.
- Make results easy to inspect, verify, and audit.
- Turn repeatable processes into workflows that can run continuously.
- Help finance teams scale their output without scaling manual work at the same rate.

## Frequently Asked Questions

### What is NUMERUS?

NUMERUS is an AI-powered workspace where finance professionals use AI agents to complete financial work. It combines connected data, file editing, financial modeling, workflow automation, collaboration, and auditable agent execution in one place.

### Is NUMERUS only for financial modeling?

No. Financial modeling and what-if analysis are core use cases, but NUMERUS also supports data collection, research, reporting, dashboards, reconciliation, discrepancy analysis, and recurring finance workflows.

### What data can NUMERUS work with?

NUMERUS can work with local files, private documents, public filings, CRM, ERP, and legacy systems. The goal is to connect the sources a finance team already relies on.

### Does a company need to replace its existing systems first?

No. NUMERUS is designed to work with existing tools, files, and processes. Teams can begin with a specific recurring task and expand automation over time.

### Can users verify an agent's work?

Yes. Auditability and control are core product principles: execution steps are traceable and outcomes are designed to be reviewable.

### Can teams create their own workflows?

Yes. Teams can encode their processes as reusable workflows and run them repeatedly according to their own rules.

### How do I get started?

Try NUMERUS or request a founder-led demo through the NUMERUS website.