Numeric Alternative for QuickBooks Accounting Firms

Finlens delivers month-end close automation, AI categorization, and GAAP schedules on top of QuickBooks. No enterprise complexity, no migration.

Numeric Is Built for Enterprise Firms

Enterprise Pricing Kills Margins

Numeric and FloQast are priced for large enterprises. Smaller firms pay for features they will never use.

Close Chaos Without Automation

Month-end close still runs on spreadsheets, email threads, and Notion checklists. Every client adds more manual overhead.

GAAP Schedules Drain Staff Hours

Accruals, prepaids, and amortization still live in error-prone spreadsheets that your team rebuilds from scratch each month.

Close Automation Built for Firms on QuickBooks

Finlens layers month-end close automation, AI transaction categorization, and GAAP schedule generation directly on top of your existing QuickBooks. No migration. No enterprise contracts. Firms close 40 to 70% faster.

Close Automation

Month-End Close Without the Chaos

Automate the full close workflow including task assignment, progress tracking, and deadline management across all clients. Firms using Finlens close 40 to 70% faster without coordinating across spreadsheets and email.

40 to 70% faster close
Per-client deadline tracking
Team task assignment built in
GAAP Compliance

Automated GAAP Schedules Without Spreadsheets

Accruals, prepaids, deferred revenue, and amortization schedules are generated and posted automatically. Journal entries flow directly into QuickBooks without your team touching a single spreadsheet.

Auto-generated accrual entries
Prepaid and amortization schedules
Direct QuickBooks journal posting
AI Automation

AI Categorization Across All Clients

Every transaction is categorized at first pass using GL logic and historical patterns. Reduces manual categorization hours per high-volume client significantly so your team focuses on review, not data entry.

GL logic at first pass
Learns from team corrections
Works across all client accounts
Firm Management

Real-Time QuickBooks Two-Way Sync

Finlens reads from and writes back to your clients' QuickBooks in real time. Categorized transactions, journal entries, bills, and invoices sync both ways automatically. No migration required, ever.

Real-time bidirectional sync
No QuickBooks migration needed
Entries post automatically to QBO
Firm Management

Manage All Clients From One View

See open items, approvals, close status, and deadlines for every client in a single dashboard. Switch between clients instantly without juggling separate QuickBooks logins or browser tabs.

Single dashboard for all clients
Open items and approvals at a glance
Instant client switching

Ready to Transform Your Business?

How It Works

Get started in minutes, not months.

Step 1

Connect QuickBooks

Finlens reads your GL and identifies accrual-eligible transactions

Step 2

Review AI-Generated Schedules

Finlens auto-builds prepaid, deferred revenue, and amortization schedules; your team reviews and approves

Step 3

Entries Post Automatically at Month-End

Journal entries sync to QuickBooks on schedule; close faster, audit trail preserved

Why Choose Finlens

Why teams choose Finlens.

QuickBooks Integration

Works on Top of QuickBooks

No migration. No new GL. Finlens augments the tools your team already uses — real-time two-way sync means your QuickBooks data is always current.

80%+ Less Bookkeeping

80%+ Less Manual Bookkeeping

AI categorization, automated reconciliation, and smart schedules replace the spreadsheet work that eats your team’s hours.

Backed by YC & Accel

Backed by Y Combinator & Accel

Built in San Francisco by a team that understands accounting workflows. Trusted by firms and founders scaling fast.

12,000+ Connections

12,000+ Bank Connections

Connect every bank account, credit card, and financial tool your clients use. Powered by Plaid.

Frequently Asked Questions

Does Finlens replace QuickBooks like Numeric does?

No. Finlens layers on top of QuickBooks rather than replacing it. Your existing QuickBooks setup stays exactly as it is. Finlens connects to your clients' QuickBooks accounts, automates categorization, close workflows, and GAAP schedules, and syncs everything back in real time. You get the automation benefits without any migration risk or disruption to workflows your clients already rely on.

How is Finlens different from Numeric as a close management tool?

Numeric and FloQast are enterprise close checklist tools built for large finance teams. Finlens goes further by bundling month-end close automation with AI transaction categorization, automated GAAP schedules, Stripe revenue recognition, and a multi-client dashboard — all at pricing designed for smaller accounting firms. You get more capability in a single platform without the enterprise contract or complexity.

How much faster is month-end close with Finlens?

Finlens claims 40 to 70% faster month-end close times. The acceleration comes from automating the most manual parts of the workflow: transaction categorization, accrual and prepaid schedule generation, journal entry posting, and close task coordination. Instead of bouncing between QuickBooks, spreadsheets, and email, your team works from one centralized platform.

Does Finlens handle GAAP schedules automatically?

Yes. Finlens automates accruals, prepaids, deferred revenue, and amortization schedules without spreadsheets. It generates the required journal entries and posts them directly to QuickBooks. This eliminates the manual schedule maintenance that most small and mid-size firms still do in Excel, reducing errors and freeing up staff time each close cycle.

How long does it take to get a firm set up on Finlens?

Onboarding is designed to be low-friction. Finlens connects to your clients' existing QuickBooks accounts, applies an automated chart of accounts setup, and begins categorizing historical transactions immediately. Client onboarding that previously took 10 to 15 hours can be completed significantly faster because the manual setup steps are automated from the start.

Ready to see it in action?