Help center
How can we help?
Guides, tutorials, and answers for Numen — the agentic operating system for finance. New here? Start with the basics.
Popular
Academy
Short video courses — watch Numen in action, lesson by lesson.
Numen 101The fastest way to your first live analysis.
13:40
Welcome to Numen
What an agentic finance OS is, and how the workspace fits together.
Coming soon
26:20
Your first 15 minutes
Sign in, upload a ledger, and watch an agent build live analysis.
Coming soon
35:05
Ask, canvas, sign off
The core loop — ask in chat, the canvas answers, you approve.
Coming soon
Numen Plan (FP&A)Planning, analysis, and anomaly detection in depth.
18:10
Budget planning end-to-end
Top-down targets, bottom-up detail, scenarios, and sign-off.
Coming soon
26:45
What-if simulation
Model FX, cost, and volume swings against your P&L.
Coming soon
35:30
Anomaly detection & triage
Set thresholds, read severity, and work each finding to close.
Coming soon
Numen Books (ERP)Bookkeeping, close, and costing with AI.
17:15
AI journaling & close
Auto-journal from documents and run a guided period close.
Coming soon
28:40
Cost accounting
BOM, ABC, job costing, and moving-average inventory.
Coming soon
Getting started
New to Numen? Start here — the 101 of agentic finance.
What is Numen?The vertical agentic OS for finance — software that does the work, not just another dashboard.Agentic AI for finance, explainedA plain-language 101 for anyone who has never used AI agents in finance.Numen Plan vs Numen BooksA quick decision guide: which module to start with, and how they work together.Your first 15 minutesA hands-on quickstart: sign in, add an agent, ask a question, and see live analysis.Getting around the workspaceA tour of the shell — the sidebar, the entity switcher, and the always-on data period + version.Working effectively with agentsPractical habits for getting the most out of Numen — how to ask, when to review, and how to build a routine you can trust.
Core concepts
Agents, Canvas, AI chat, and widgets — the four ideas that run Numen.
Agents, explainedAn agent is a focused workbench that owns one job. Here is how to add, create, and organize them.Working with the CanvasEvery agent page is a Canvas — the workspace where AI results land, and where you verify, manage, and edit them.Using the AI chatAsk questions in plain language. The chat reasons, cites its sources, and can act on your canvas.Widgets & the LibraryWidgets are live data blocks where every metric is defined. Configure them, build your own — AI answers never leave their logic.File ManagerYour drive inside Numen — store external files, ask the chat about them, and register them as widget data.Data periods, versions & contextEvery view names its period and version. Here is why that matters and how to compare snapshots.
Numen Plan (FP&A)
Planning, analysis, forecasting, and reporting agents.
GL DataBring your general ledger into Numen and turn it into a clean, mapped data foundation for every Plan agent.Management RulesDefine your company's rules once — allocation bases, fixed/variable cost behavior, anomaly detection rules — versioned, and applied consistently by every agent.FP&A Analysis & ReportingThe core analysis workbench — KPIs, P&L decomposition, forecasts, insights, product cost, and canvas reports, all in one dynamic tab system.Budget PlanningPick a target KPI and the AI drafts the budget from your last 12 months — then edit it directly, comment on cells, and inspect how it was built.Divisional BudgetsIndependent budgets per division or site, with per-owner edit permissions and automatic common-cost allocation — the same planning UI, scoped to a division.Performance EvaluationBudget-vs-actual variance analysis with automatic favorable/unfavorable classification, root-cause drilldown, and KPI achievement tracking.Anomaly DetectionAI monitors your ledger for unusual items, ranks them by severity, and helps you investigate and resolve each one — with configurable threshold rules.What-if SimulatorReal-time P&L sensitivity analysis — move a driver like FX or raw materials and watch the result change, with saved, versioned scenarios and a variable builder.
Numen Books (ERP)
Bookkeeping, close, inventory, production, and payroll.
Setting up Numen BooksA required 3-step wizard — company info, opening balance sheet, and start — that gets your books ready before you record a single entry.Coming soon
AccountingAI-assisted journaling, a real-time trial balance, depreciation, and a guided close — the accounting core of Numen Books.Coming soon
Sales / AROrders, quotes, invoicing, and receivables in one flow — with AI that recognizes documents and queues suggested entries.Coming soon
Purchase / Inventory / APPurchase orders through payables, with a moving-average material ledger and AI that queues suggested entries.Coming soon
ProductionBOM, work orders, and ABC costing — the manufacturing core that rolls material, labor, and overhead into product cost.Coming soon
HR / PayrollAn employee registry, a standard payroll register with deduction templates, and labor-cost allocation to products. Books records payroll for management accounting — it doesn't file or pay payroll taxes.Coming soon
Financial ReportingFinancial statements, divisional P&L, cost and cash-flow analysis, and a custom report canvas you build from widgets.Coming soon
Master data & registriesThe reference data every Books agent runs on — accounts, customers, items, assets — plus company info, permissions, and files.Coming soon
Account & billing
Credits, AI usage fees, and where to manage them.
Reference
Full agent and widget catalogs, plus FAQ.
Still need a hand?
Talk to the Numen team — we'll help you get set up and answer anything the docs didn't.
Contact us