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Basics4 min read

What is Numen?

The vertical agentic OS for finance — software that does the work, not just another dashboard.

Numen is a vertical agentic OS for finance — one workspace where you plan, analyze, and keep the books, with AI agents doing the hands-on work alongside you. This page covers what "agentic" means, what the two modules do, and where to start.

PLAN
GL Data
Planning
Performance
Anomaly
What-if
BOOKS
Accounting
+ Agents catalog
AI chat
Set the FY26 target to +6% OP.
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FY26 BudgetFY26 · v1.2
OP PROFIT · FY26$6.0M▲ +6.5% YoY
ACCOUNTQ1Q2Q3Q4
Revenue132138144136
OP profit13.815.116.015.3
The Numen workspace — agent sidebar (left), AI chat (center), and the Canvas (right) on one screen.

What "agentic" actually means

Most finance software shows you dashboards and leaves the analysis to you. Numen is different: you hand off a task in plain language, and an agent — a piece of software with one focused job — carries it out and shows you every step it took. You stay in the loop; the agent handles the busywork.

Note
Think of an agent as a junior analyst who never gets tired: you say what you want, it drafts the work, and you review and approve. New to this idea? Read Agentic AI for finance, explained.

Two modules: Plan and Books

  • Numen Plan (FP&A) — planning, analysis, forecasting, and reporting. Upload a general ledger and get management-accounting analysis in minutes.
  • Numen Books (ERP) — the day-to-day system of record: bookkeeping and close, sales/AR, purchase/inventory/AP, production costing, and payroll.

Where to start: Plan first, add Books later

Numen is not a rip-and-replace ERP. Most teams start with Plan — you bring a ledger export, get analysis fast, and prove value without changing your accounting system. You pull Books in later, when you need real bookkeeping or product-cost data. See Plan vs Books to choose.

Built to be trusted

The engine is rule-based, not a black box — click any number and Numen shows you the calculation logic behind it. Reported figures are computed from your source data, not generated by a language model, and you can follow any figure back to the transactions behind it. Forecasts and scenarios are estimates — and you can see which model produced them, review its assumptions, and adjust them yourself. That traceability is what finance and auditors require.

Next steps

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