Review & report
AI reviews the full account. You get an AI Assessment to read; the system gets a structured work plan to act on.
The OnNumbers platform
AI plans the work. Accountants control it.
We review your full account, produce reports for you and for the system, and turn findings into projects and tasks. Every day, AI Pulse runs, and anything it finds becomes the next round of work, reviewed and actioned by your accounting team.
AI Work Planning
Findings become account-specific projects and scheduled tasks, both for your accounting team and for you.
Execute in the open
Close progress, reconciliations, and client actions happen in the same system you watch, so nothing hides behind a monthly report.
Pulse & adapt
AI Pulse runs daily on your books. New anomalies and changes spawn the next round of projects and tasks.
AI proposes projects, tasks, and drafts. Your accounting team reviews judgment calls and owns every close. You see what is assigned to you, and what is already done.
See it in action
What you get when you log in
A continuous loop, not a stack of disconnected tools.
AI Work Planning
From account review to a living task list
After a full account review, AI Work Planning turns the structured report into projects scoped to your business: bank recon, vendor cleanup, missing documents, compliance fixes. Tasks go to the right people.
- ✓Projects generated per account, not generic checklists
- ✓Tasks for your team and tasks waiting on you
- ✓Reprioritized as Pulse and monitoring surface new issues
AI Assessment
The report you actually read
Alongside the system work plan, you get an AI Assessment: a clear narrative of where your books stand, what changed, and what deserves attention. Run it on demand when you need a read for yourself or your board.
- ✓Plain-language summary, not a spreadsheet dump
- ✓Key trends, risks, and recommended focus areas
- ✓Human accountants review and stand behind the close
AI Pulse
Your books, analyzed every day
Every morning, AI Pulse analyzes your ledger for revenue shifts, cash changes, runway movement, and anomalies. When it surfaces something actionable, AI Work Planning adds the follow-up projects and tasks automatically.
- ✓Same-day visibility, not month-end surprises
- ✓Anomalies and trends surfaced without asking
- ✓Feeds the continuous planning loop
Dashboard & insights
Where the loop comes together
Your dashboard is the home base: live KPIs, insight packs, open projects, and account health in one place. KPI Engine, AI Financial Insights, and Reporting Engine all surface here.
- ✓Live KPI and KRA scorecards tied to your books
- ✓AI insight packs for AR, AP, revenue, and cash
- ✓Open projects, tasks, and close progress at a glance
Vendor Compliance
Catch problems before they cost you
AI continuously monitors vendor activity for duplicate payments, unusual patterns, and risk signals. Every finding lands in your work queue as a compliance project.
- ✓Duplicate payment and anomaly detection
- ✓Vendor risk surfaced early, not at year-end
- ✓Findings flow into AI Work Planning automatically
Vendor Expense Management
Clean vendor data, controlled spend
AI-assisted vendor deduplication, enrichment, and risk scoring, with a fix-it queue, spend visibility, and ledger write-back when your team approves changes.
- ✓Duplicate vendors merged with audit trail
- ✓Spend by vendor with enrichment suggestions
- ✓Fix-it queue your accountants work through
What it changes
What each of the 12 modules actually does for you
Every plan includes all of them at no separate software charge. Below is the result each one produces, with the mechanism underneath it.
Month-end stops being a surprise. You can see the close is on track before it’s late, instead of chasing somebody for a status update.
Follow month-end step by step, with a live progress bar covering bank recon, AP, AR, accruals, and sales tax.
Financial Close
Problems surface the day they appear rather than six weeks later, while they’re still cheap to fix.
Structured daily analysis of revenue, cash, runway, and anomalies. You see it the same day, well before month-end.
AI Pulse
Nobody rebuilds the same spreadsheet every month, and you know which numbers moved without having to ask anyone.
Live KPI and KRA dashboards and scorecards, so you can track performance without rebuilding spreadsheets.
KPI Engine
You know today whether your books can be trusted, rather than finding out halfway through a diligence process.
An AI-maintained account health score with open problems and prioritized recommendations.
Review Account
A board or lender request takes minutes. You’re not assembling a deck the night before the meeting.
P&L, balance sheet, cash flow, and trial balance with branded PDF and Excel export.
Reporting Engine
Runway becomes a number you can act on, instead of a spreadsheet cell somebody last touched two months ago.
Budget vs. actual and rolling forecasts tied to your books, so runway decisions use current numbers.
Budget & Forecast
You get the answer without commissioning a report and waiting a week to read it.
AI-powered insight packs for AR, AP, revenue, expenses, and cash. Answers without building reports.
AI Financial Insights
A finance question takes about thirty seconds, rather than three days of email with your bookkeeper.
Ask questions in natural language. AI returns charts, tables, and answers grounded in your data.
Ask AI
You stop paying the same invoice twice. Duplicate payments and unusual vendor activity get flagged the day they land, well before a year-end review would find them.
AI-powered checks for duplicate payments, unusual vendor activity, and risk, surfaced early.
Vendor Compliance
You can see what you actually spend and with whom, instead of four spellings of the same vendor scattered across the ledger.
AI-assisted vendor dedup, enrichment, and risk scoring, with spend visibility and ledger write-back.
Vendor Expense Management
Miscoded and out-of-policy spend gets caught as it lands, so year-end is a close rather than a cleanup project. Every line carries a control on it, and an audit trail behind it.
AI classification suggestions, policy rules, risk scoring, and approvals on GL transactions.
Transaction Assurance
You can answer “how are we doing” on any day of the month, without waiting for the next scheduled report.
On-demand AI-written read of your financial position, key trends, and what to watch. Run it when you need it.
AI Assessment
Compare service tiers on pricing. Plans differ by accounting service, never by software access.
Want to see it on your books?
We’ll walk you through AI Work Planning, Pulse, and the dashboard on a setup matched to how your business actually runs.