Master your month-end with the numeric MCP.

Completes a Numeric accrual task end-to-end — pulls vendor spend history, identifies accrual candidates using configurable triggers, generates the full Excel workpaper and NetSuite-ready CSV journal entries, posts task comments, submits the task, and saves your preferences (vend…

Extract the complete activity history of any Numeric close period into a five-tab Excel workbook ready to hand to auditors. No more screenshotting the activity panel on every task.

Loops through every flux task assigned to you where commentary has been requested, pulls 6 months of transaction lines per account, and drafts concise first-pass explanations directly in Numeric — ready for you to review, adjust, and submit.

Generate analysis-ready CSV or TSV exports from any Numeric financial statement. No summary rows, no merged cells, no formatting artifacts — pure data records ready for Excel pivots, pandas, or any BI tool.

A live close management dashboard with five diagnostic lenses — materiality, urgency, progress, pace, and dependencies. Ask in plain language and get a quick read on close health without opening Numeric.

Post-close analysis that reads how the close actually went — pace, review cycles, reassignments, reopens, workload balance. Produces a Slack-ready digest organized around questions a controller would actually ask, not raw statistics.

Merge flux commentary across entities, reports, accounts, and periods into a single unified narrative — rolling child-level explanations up to group level, stitching commentary across months for CFO or controller review.

Portfolio-level executive dashboard that rolls up close progress across multiple Numeric workspaces — completion rates, overdue counts, reviewer bottlenecks, and prioritized action items side-by-side. For CFOs, controllers, or close managers overseeing multiple entities.

Scans your workspace for GL-to-department coding anomalies — expenses hitting the wrong cost center, vendors consistently miscoded, accounts landing in unexpected departments. Surfaces patterns and generates a NetSuite reclass CSV journal entry to fix them.

Produces a board-ready or CFO-ready financial statement from Numeric. Strips close-management metadata, collapses child account detail into executive groups, rolls up flux commentary into one-liner narratives, and outputs a presentation-quality Excel or PDF.

Computes standard financial ratios from Numeric report data and layers them inline on your source statement. Covers profitability, covenant/liquidity/solvency, and operational/working-capital metrics — margins, EBITDA, current ratio, DSO, DPO, DIO, and more.

Pulls outstanding journal entry tasks from your Numeric close checklist, reads the supporting workbook or documentation, generates balanced journal entries, marks the task complete in Numeric, and posts directly to NetSuite. From checklist task to posted entry — no manual steps in between.

Sweeps your workspace for overdue or upcoming-due tasks, sends personal Slack DMs to assignees with contextual messages, and logs each nudge as a task comment so people don't get double-pinged.

Pull any Numeric report alongside every underlying GL transaction line in a single Excel workbook. The financial statement on one tab, every journal entry behind each number on the other — for review, audit prep, or just understanding what drove a balance.

Build a polished Numeric Leadsheet workbook for any GL account — four periods of live balance data, EOMONTH date formulas, and a rollforward tab. One row per account × entity, ready to hand to a reviewer.