Numeric

🚨 Accountants and finance pros — if you're looking to stay on top of the latest trends, sharpen your skills, and get exclusive insights on how AI is transforming the industry, subscribe to the Ledger Line! 📊💡 Our monthly newsletter covers everything from mastering balance sheet reconciliations and fixed asset management to exploring how tools like ChatGPT are reshaping accounting workflows. You’ll also get: - The latest accounting news and job openings - Webinars featuring industry leaders - Expert tips for audit-readiness and more Stay ahead of the curve and sign up for the Ledger Line today! 👇 https://lnkd.in/gexPH6be

𝗢𝗽𝗲𝗻 𝗔𝗜 𝗷𝘂𝘀𝘁 𝗿𝗲𝗹𝗲𝗮𝘀𝗲𝗱 𝗖𝗵𝗮𝘁𝗚𝗣𝗧 𝗼𝟭 — 𝘄𝗵𝗮𝘁 𝗱𝗼𝗲𝘀 𝘁𝗵𝗮𝘁 𝗺𝗲𝗮𝗻 𝗳𝗼𝗿 𝗮𝗰𝗰𝗼𝘂𝗻𝘁𝗮𝗻𝘁𝘀? The new model, o1, is trained to “spend more time thinking through problems before it responds” and OpenAI states that the model’s capabilities may be “particularly useful if you’re tackling complex problems in science, coding, math, and similar fields.” Similar fields, you say? Perhaps like … accounting? If your accounting team hasn’t already been using ChatGPT to tackle workflows, ChatGPT o1’s release is as good a sign as any to start. Here are some accounting use cases tailor-made for leveraging GenAI: 📊 Formatting data from CSVs 👨💻 Coding scripts for bank reconciliation 📝 Writing journal entries & adjusting entries 💳 Extracting data from contracts, receipts, and more For sample prompts & tips on how to turn ChatGPT into an accounting machine, take a look at our newly released AI Guide for Accountants — https://lnkd.in/gwEHE9kA

Looking for some examples of beginner, intermediate, and advanced AI implementation for your accounting workflows? Here are some of the tips and ideas we’ve thought of most: - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - We did actually write them! But they’re here in our recent AI + accounting guide: [https://lnkd.in/g-WHHg7r]

🚀 𝗡𝘂𝗺𝗲𝗿𝗶𝗰’𝘀 𝗔𝗜 𝗚𝘂𝗶𝗱𝗲 𝗳𝗼𝗿 𝗔𝗰𝗰𝗼𝘂𝗻𝘁𝗮𝗻𝘁𝘀 𝗶𝘀 𝗻𝗼𝘄 𝗹𝗶𝘃𝗲! 🚀 Accountants, it’s time to level up! While AI conversation is at an all-time high, finance leaders admit to having limited knowledge of AI and as a result, they’re struggling to figure out what AI means for them. To address these gaps, we’ve created an AI Guide for Accountants, written specifically to help accounting teams navigate the rapidly evolving world of AI. Whether you’re curious about the best AI tools, practical use cases, or how to craft the perfect ChatGPT prompts, our guide tackles these questions and more. 📊 𝗪𝗵𝗮𝘁 𝘆𝗼𝘂’𝗹𝗹 𝗳𝗶𝗻𝗱 𝗶𝗻𝘀𝗶𝗱𝗲: - 11 prompts to put ChatGPT in accounting mode - Top 10 AI tools for accountants - Sample AI usage policies & key questions to ask AI vendors - Essential skills for accountants in the AI era 👉 Ready to dive in? Get the guide and see how AI can elevate your accounting skills to the next level. https://lnkd.in/g-WHHg7r

📆 Tonight in SF, Numeric CEO Parker Gilbert is talking with finance leaders about what's beyond the AI hype. With Joyce Li, CFA, Sandeep Madduri, Deirdre Mullen, and Glenn Snyder, we'll cover practical applications of AI, where AI is headed for accounting teams, and what CFOs need to know ahead of implementing AI tools. https://lnkd.in/guCdrgnU

Attending SuiteWorld? Whether it's for a between-session snack or early morning pre-networking pick-up, we've compiled a list of 9 "Suite" spots to grab desserts near the conference venue. And if you're looking for folks to grab a 🎂 or 🍦 with (or want to learn about how leading accounting teams on NetSuite use Numeric)— say hello to our team Jake Fohn, Caspian Lewke, and Marc Dilz at the conference Full dessert round-up here: https://lnkd.in/g9FWXcMz

Nigel Sapp joined the Go To Market team recently and as our resident wordsmith, he's been working to build out our content across a variety of channels. Why he'd join? In Nigel's words: "Working at Numeric has already been a super insightful experience, teaching me about tech, history, and human behavior all through the lens of accounting. It’s been fun working on this innovative product with such ambitious people."

𝗣𝗿𝗼 𝗧𝗶𝗽: 𝗩𝗶𝗲𝘄 𝗮𝗱𝗱𝗶𝘁𝗶𝗼𝗻𝗮𝗹 𝗽𝗿𝗶𝗼𝗿 𝗽𝗲𝗿𝗶𝗼𝗱𝘀 𝗶𝗻𝘀𝘁𝗮𝗻𝘁𝗹𝘆 𝘄𝗵𝗶𝗹𝗲 𝗿𝘂𝗻𝗻𝗶𝗻𝗴 𝗳𝗹𝘂𝘅 𝗮𝗻𝗮𝗹𝘆𝘀𝗶𝘀 𝗼𝗻 𝗡𝘂𝗺𝗲𝗿𝗶𝗰. Numeric’s flux analysis tool makes running through analysis of actuals vs. actuals extremely easy each month. 💡 Want to see an account’s last 3-5 months of historical data instead of just the latest two periods?  ✅ Easy. In Numeric, you can toggle views to show prior periods for an account.   💡 Curious about what’s driving those changes? ✅ Easy. Just dive into the account trend line to see past explanations, helping you spot recurring issues and patterns fast. With Numeric, getting to the underlying trends in your accounting data is quicker and clearer than ever.

Based in San Francisco? Register for FEI's upcoming event on the Impact of AI on Finance. Next Tuesday, Numeric CEO Parker Gilbert will join Joyce Li, CFA, Sandeep Madduri, Glenn Snyder, and Deirdre Mullen for a conversation on what AI solutions finance teams are currently leveraging & what developments and broader shifts are on the horizon. https://lnkd.in/guCdrgnU

Numeric CEO Parker Gilbert joined Ben Murray on the The SaaS CFO podcast recently to cover the founding story of Numeric, the role of AI in the CFO suite, and Numeric's momentum to date. Listen to the full podcast here: https://lnkd.in/gePkVGzZ