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Trusted by 200+ professional service firms

Expert-led, AI-powered accounting for service firms

Numetix runs bookkeeping, reporting, and compliance as one system so you get same-day financial visibility and proactive expert guidance without hiring in-house.

Get free financial diagnosticBook a 15-minute consultation

Connect QuickBooks or Xero in minutes

5 day onboarding, we handle the migration

No long-term contracts

80%

Automated
Daily finance workflows handled automatically

Same-day

Visibility
Transactions visible as they happen

3×

Faster close
Month-end completed in half the time

97%

Client retention
Long-term client partnerships

80% automated. 20% expert. 100% reliable.

Whether you need hands-off bookkeeping or full expert-level partnership, Numetix adapts to your stage, keeping your finances accurate, insightful, and always ahead of the curve.

Automated workflows

Automated workflows

Transactions, categorization, invoice capture, and dashboards updated automatically.

Real-time accounting

Real-time accounting

Daily bookkeeping, reconciliations, and clean close cycles handled continuously.

Always-on visibility

Always-on visibility

Same-day access to financial data across accounts and entities.

Work with experts who know your industry. Get expert-level guidance without the price tag.

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Trusted by growing service firms

Financial systems built around your industry’s complexity

Healthcare practices

Medical groups, dental practices, clinics, and multi-location healthcare providers.

Revenue cycle & collections trackingMulti-location cost visibilityCompliance-ready financial reporting
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Legal firms

Law firms and legal service providers.

Matter-level reportingCompliance-focused reviewsPredictable close cycles
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Non-profits

Foundations, trusts, and non-profit organizations.

Fund-based reportingAudit-ready recordsBoard-level visibility
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Property management

Property managers, owner-operators, and multi-property portfolios.

Trust accounting & owner reportingRent & expense reconciliationAudit-ready property books
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Professional services

Agencies, IT services, design, engineering, and other people-led firms.

Project & retainer reportingPayroll-heavy cost trackingMargin visibility
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Your complete financial operations system

Finance operations illustration
Finance operations

We run your books, close, and reporting.

Bookkeeping
Close & reconciliations
Revenue recognition
Forecasting
Dashboards
See how finance runs
People operations

Payroll, reimbursements, and compliance handled.

Tax & compliance

No surprises at filing time.

Choose the plan that fits your firm

Essentials icon
Essentials
Perfect for small businesses with basic accounting needs.
  • Daily bookkeeping
  • Monthly close
  • Standard reporting
  • Payroll sync
  • Clean compliance
  • Same-day visibility
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Growth icon
Growth
Ideal for growing businesses that need more comprehensive service.
  • Everything in essentials
  • Cash flow forecasting
  • AP/AR oversight
  • Department / project reporting
  • Monthly financial reviews
  • Industry expert guided insights
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Enterprise icon
Enterprise
Complete financial management for established businesses with complex needs.
  • Everything in growth
  • Multi-entity consolidation
  • Audit-ready controls
  • CFO-level guidance
  • Industry-specific compliance
  • Dedicated lead industry expert
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All plans include a 30-day money-back guarantee, need something custom?Let’s talk

40+

Hours
Saved per month on finance operations

15→3

Days
Average month-end close

80%

Automated
Invoice processing

100%

Expert reviewed
Closes and reports
Leading Insurance Compliance Consulting Firm logo
Quote
Billing accuracy was a constant challenge for us. Numetix cut billing errors by about 95% and reduced our invoicing time by nearly half. Within two months, we had board-ready reports and far better financial visibility, backed by a team that asks the right questions and challenges assumptions.— COO, Leading Insurance Compliance Consulting Firm
AI-Powered Supply Chain Company logo
Quote
Numetix helped us shift from reacting to issues to planning ahead. We now have clean GAAP reporting, investor-ready financials, and clear cash flow projections that keep us prepared during fundraising. The team is proactive and tells us what needs attention, not just what we ask for.— Executive, AI-Powered Supply Chain Company

Results that scale with your firm

Insurance compliance consulting firm
Insurance compliance consulting firm company logo
Insurance compliance consulting firm

Team size: 20 employees

Challenge:

Managing billing across multiple compliance clients required high accuracy, but manual processes slowed monthly close and delayed cash flow visibility.

Solution:

Automated billing and accounting workflows in a single system, with real-time cash flow tracking and executive-level reporting.

Result:

  • Books closed 3x faster
  • 95% reduction in billing errors
  • Cash flow became clear and predictable
  • Same-day visibility into financial performance
Consulting Firm
Consulting Firm company logo
Consulting Firm

35 employees

Challenge:

Manual reporting and disconnected financial systems.

Solution:

Centralized financial operations with real-time dashboards.

Result:

  • Reduced manual work
  • Accurate real-time reporting
  • Better leadership decisions
See what your firm could achieve

Get the financial clarity your firm deserves before another deadline hits.

Talk to a Numetix expert