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Every finance team I meet wants to put AI to work and most have the same questions about the operating model. What should an agent be allowed to do? Who reviews its work? Where does human judgment come in? How do you expand once the first workflow is running? These are the questions we work through during every Numos pilot. We start with a real finance workflow and a clear business case. The team gets measurable ROI while gaining hands-on experience with how AI should operate inside the finance organization. Along the way, we work together to: • Set clear boundaries around the data an agent can access and the actions it can take • Decide who reviews and approves its work • Keep sources, reasoning, and actions connected • Create escalation paths for exceptions and judgment calls • Turn reviewed decisions and corrections into reusable context Those lessons carry into every workflow that follows. Finance leaders come away with a shared view of how agents should operate, where human judgment belongs, and which processes make sense to tackle next. By the end of a Numos pilot, the team has results from a real workflow and a practical playbook for expanding AI across finance with confidence. If you’re working through the same questions, I’m happy to share examples from the playbooks we’ve developed with public-company finance teams. Send me a message if that would be useful!

Would your finance team benefit from not having to spend time on manual close work so they can get back to analysis instead? Numos AI teammates can help. Numos works on top of your existing ERP with audit trails intact and is designed to meet ASC 606, GAAP, and SOX requirements.

Meet Numos, the AI teammate for finance. Finance teams are responsible for making sure every number is right, every close is on track, and every leader has the visibility they need to run the business. Numos helps enterprise finance teams move faster with audit-ready AI agents that understand financial context, reason through the work, show their sources, respect controls, and get work done inside the systems your team already uses. We believe this is the future of finance: faster closes, cleaner operations, stronger visibility, and teams spending more time driving the business. Ping me if you want to learn more!

See how Numos AI agents can run reconciliations on your existing ERP. Numos matches transactions across bank, card, and intercompany accounts, clears the ones that tie out, and surfaces only the exceptions worth review so your team spends its time on judgment, not matching.

See how Numos AI agents can run revenue recognition on your existing ERP. Numos turns contracts into revenue schedules, keeps them updated as terms change, and traces every calculation back to the source so your team gets reviewer-ready revenue recognition without the spreadsheet work.

See how Numos AI agents can run FP&A on your existing ERP. Numos pulls actuals straight from the ledger, builds budget-versus-actual and variance analysis, and drafts the first-pass commentary so your team spends its time on the story behind the numbers, not assembling them.