May 2024 Product Update

My Profile Customization

After fielding the request for this feature from several teams, we've now made it possible for Numeric users to change their profile color and display name in the "My Profile" section of Settings.

So go ahead and officially test if that new nickname will catch on 😆 Or change your profile color to match your mood, all up to you.

Navigate to settings, then click into "My Profile" to customize.

🏷 All Numeric Products

Updated Icon Library

Great software makes life easier and is easy to use. As a part of our broader design refresh, we updated the icon set in our product with usability in mind.

The aim here — make navigating Numeric clean, easy, and fast. More updates to come soon, stay tuned for our update email next month.

🏷 All Numeric Products

✉ Beta Invitation: Quickbooks & Xero Transaction Details

Many of Numeric's top features are possible due to our transaction-line sync with NetSuite— we're now able to provide the same level of detail from QBO and Xero, starting with a set of beta customers eager to get started.

What does this unlock for QBO and Xero customers?

• Drill-down into transaction details when reconciling accounts or performing flux analysis, viewing key transaction datapoints like vendor, department, and class with the ability to create on-the-fly pivots and charts as you explore

• Further discover the "why" behind reconciliations changes after they are submitted by being pointed to the GL transaction(s) that caused the change

• Generate on-click, AI-powered flux analysis explanations based on templates that pull from changes in underlying transactions.

• Automate the tracking & linking of journal entries on your checklist

On Quickbooks and want to jump to the front of line to experience transaction-level details? Reach out via chat and our team will find time to go through the connection process & feature overview.

🏷 Quickbooks Online or Xero customers with Reconcile or Flux