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
Accounting that plans itself — then keeps planning
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.
AI Work Planning
Findings become account-specific projects and scheduled tasks — for your accounting team and for you.
Execute in the open
Close progress, reconciliations, and client actions happen in the same system you watch — not 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. Screenshots below use sample data until product captures are added.
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 — with tasks assigned 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 — duplicate payments, unusual patterns, and risk signals. Findings do not sit in a report; they become compliance projects in your work queue.
- ✓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
Everything included
All 12 modules on every plan
Illustrative standalone value of $748/mo — Financial Close, KPI Engine, Reporting Engine, Ask AI, Transaction Assurance, and more.
Financial Close
Follow month-end step by step — bank recon, AP, AR, payroll, and tax — with a live progress bar.
AI Pulse
Structured daily analysis of revenue, cash, runway, and anomalies — surfaced same day, not at month-end.
KPI Engine
Live KPI and KRA dashboards and scorecards — track performance without rebuilding spreadsheets.
Review Account
An AI-maintained account health score with open problems and prioritized recommendations.
Reporting Engine
P&L, balance sheet, cash flow, and trial balance with branded PDF and Excel export.
Budget & Forecast
Budget vs. actual and rolling forecasts tied to your books — runway decisions from current numbers.
AI Financial Insights
AI-powered insight packs for AR, AP, revenue, expenses, and cash — answers without building reports.
Ask AI
Ask questions in natural language — AI returns charts, tables, and answers grounded in your data.
Vendor Compliance
AI-powered checks for duplicate payments, unusual vendor activity, and risk — surfaced early.
Vendor Expense Management
AI-assisted vendor dedup, enrichment, and risk scoring — with spend visibility and ledger write-back.
Transaction Assurance
AI classification suggestions, policy rules, risk scoring, and approvals on GL transactions.
AI Assessment
On-demand AI-written read of your financial position, key trends, and what to watch — run it when you need it.
Compare service tiers on pricing. Plans differ by accounting service — not by software access.
Want to see it on your books?
Book a call and we will walk through AI Work Planning, Pulse, and the dashboard using a structure matched to your business.