Nume is an AI CFO platform for startups, SMBs, and finance teams. Connect accounting and bank data to automate reporting, forecasting, monitoring, and alerts.

Nume preview

AI CFO software for live financial oversight

Nume is an AI CFO platform for startups, SMBs, and finance teams. It connects to accounting systems and bank data, then uses live financial information to automate reporting, forecasting, monitoring, and routine CFO work.

The product is positioned around proactive financial management rather than manual spreadsheet work. It can generate a personalized CFO action plan, surface alerts about changes in cash flow or burn, and provide answers through a 24/7 AI finance interface.

The site also emphasizes security and controlled access. Nume uses SOC 2 compliant infrastructure, encrypted connections, read-only permissions, and privacy protections that keep customer data out of model training.

Core capabilities

Automated CFO workflows

Connect accounting and bank data, then let Nume generate a personalized CFO action plan and run it automatically in the background.

Proactive monitoring and alerts

Receive alerts when cash flow shifts, burn changes, invoices are overdue, or financial risks emerge, so issues are surfaced without manual checking.

Reporting and performance tracking

Get automated daily and monthly reports, plus ongoing visibility into cash flow, runway, and overall performance.

Budgeting and scenario planning

Import an existing budget, build one from scratch, or generate one from actuals, then track variances and model scenarios in real time.

Financial data integrations

Connect with QuickBooks, Xero, and 10,000+ banks, with Slack support for notifications and communication.

Team collaboration

Use the Teams plan for multi-user access, collaboration, centralized billing, priority support, and dedicated onboarding.

Practical ways to use Nume

  • Ongoing financial monitoring

    Use Nume to keep an eye on cash flow, runway, burn, and overdue invoices without building manual reporting routines.

  • Budgeting and variance analysis

    Import a budget or generate one from actuals, then compare performance and model scenarios as conditions change.

  • Team updates and alerts

    Have the system surface actionable changes through reports and Slack notifications so finance questions do not sit in spreadsheets or inboxes.

  • Shared finance workflows

    Use the Teams plan when multiple people need access to the same financial view, centralized billing, and support for onboarding.

  • Evaluation before purchase

    Start with the 14-day free trial to test the Pro feature set before deciding whether to upgrade.

Pros and Cons

Pros

  • Automates recurring CFO tasks from live data instead of relying on manual updates.
  • Provides proactive alerts and reports, which can reduce the need to check numbers constantly.
  • Supports common finance tools and bank connections, including QuickBooks, Xero, and Slack.
  • Offers a Team plan for multi-user collaboration and centralized billing.
  • Uses SOC 2 compliant infrastructure, encryption, OAuth 2.0, and read-only access.

Cons

  • The public pages do not spell out every supported integration beyond QuickBooks, Xero, Slack, and 10,000+ banks.
  • Some workflows are described at a high level, so buyers may want a demo to confirm fit for their accounting stack and reporting needs.
  • Teams pricing is mentioned, but the public page does not fully detail all limits or implementation requirements.

FAQ

What does Nume do?

Nume connects to your accounting system and bank data, then delivers proactive financial insights, reports, and alerts. The source pages show support for QuickBooks, Xero, 10,000+ banks, and Slack notifications.

How does setup work?

The home page describes a simple flow: connect your data, answer a few questions to personalize the experience, and then get AI-powered financial insights. The pricing page also says the free trial gives full access to Pro features for 14 days.

Who is Nume for?

Nume is designed for startups, SMBs, finance teams, and companies that need collaborative access. The Teams plan adds multi-user access, collaboration, centralized billing, priority support, and dedicated onboarding.

What kind of outputs does Nume provide?

The pricing page says Pro includes proactive CEO insights and alerts, automated daily and monthly reports, cash flow, runway, and performance monitoring, and 24/7 access to financial insights and analyses.

How does Nume handle security and privacy?

Nume uses SOC 2 compliant infrastructure, encryption at rest and in transit, OAuth 2.0 connections, and read-only access. Its security page says customer data is not used to train AI models and can be permanently deleted when an account is closed.

Quick Facts

Category
AI CFO / Finance automation
Primary users
Startups, SMBs, and finance teams
Data sources
Accounting systems and bank data
Integrations mentioned
QuickBooks, Xero, Slack, and 10,000+ banks
Pricing model
Free 14-day trial, then Pro or Teams
Security stance
SOC 2 compliant infrastructure, encryption, read-only access