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Numarics is a leading fintech startup specializing in fiduciary services such as accounting, tax advisory, auditing, and payroll accounting. The company offers a unique combination of its own SaaS solution, customized AI models, and expert human oversight.

Numarics provides services in accounting, offer and invoicing, document storage, CRM, product and service catalog, bank connectivity, tax advisory, auditing, and payroll. Its business administration solutions are accessible via both desktop and mobile apps.

Numarics primarily targets small and medium-sized enterprises (SMEs) and self-employed individuals who want to stay ahead in the digital economy.

Numarics stands out through its combination of AI-supported solutions, SaaS platform, and expert knowledge, offering unparalleled efficiency and accuracy in fiduciary services. Additionally, Numarics consolidates all components of business administration in one app, eliminating the need for additional software or external fiduciaries.

Numarics is tailored to the Swiss market and is usable for companies registered in Switzerland.

Numarics places great emphasis on data protection and compliance. All operations are managed internally, and data never leave Numarics' servers.

Yes, Numarics offers individual solutions tailored to the specific needs of each business. For a non-binding, virtual consultation, you can schedule an appointment here.

The Numarics platform is known for its intuitive user experience, reminiscent of the experience of well-known ecosystems.

Yes, Numarics offers a platform that is available on the web and mobile devices to ensure a seamless experience across all devices.

Numarics uses AI-powered dashboards and real-time insights to help businesses make informed decisions quickly.

Numarics offers fast, expert-backed customer support, enabled both by AI customer support and expert consultation (depending on the package).

Numarics seamlessly integrates banking functions into its platform to enable centralized management of financial transactions and ensure daily booking reconciliations.

The app can be viewed and tested as a demo for free and without entering a credit card.

Numarics offers tiered pricing models that are aligned with business growth and additional services to support businesses at every stage. More about packages and prices can be found here.

Yes, Numarics also offers one-time services such as annual financial statements and VAT declarations. More information can be found here.

Yes, Numarics offers comprehensive payroll accounting services as part of its fiduciary services.

Numarics provides expert advice and support in tax matters, including tax returns and tax planning.

Yes, Numarics offers audit services conducted by its own team of experts.

Numarics offers an intelligent, unlimited document management system, the DocuBox, enabling seamless storage, sorting, and retrieval of documents.

Yes, Numarics' multi-banking integration allows you to manage all your bank accounts from a single dashboard.

Numarics stays up to date with regulatory changes and adapts its services accordingly to remain agile, responsive, and compliant.

Numarics offers dashboard KPIs that display financial performance indicators with explanations, calculation formulas, and interpretations of results directly on the dashboard.

Yes, Numarics offers industry-specific solutions and tailors its services to the requirements of different industries.

Numarics facilitates invoicing by creating, sending, and tracking invoices from templates in the app.

Numarics offers comprehensive accounting services, supported by AI-driven insights and expert knowledge.

Yes, Numarics offers interactive tutorials and an extensive knowledge base to support customers in using the platform. Click here to access the app's explanatory videos.

Interested parties can register directly via the Numarics website or contact the customer support team for more information.

If you don't like Numarics, you can cancel your subscription monthly with a notice period of one month.

Numarics is available for all companies registered in Switzerland.

Numarics regularly updates the platform and informs users about new features and improvements.

Users can provide feedback directly via the platform or contact the customer support team. Numarics highly values customer feedback and uses it to continuously improve its services.

Company dashboards are the first thing you see when you log in to a company space. You will see your user photo and, depending on the module you have chosen, different information and quick actions. These include information about DocuBox, financial KPIs to help you understand your financial situation, profit and loss charts, balance sheet reports, and invoice charts. You can click on any of the reports to expand the details.

You have quick actions to scan or upload documents. From here, you can quickly access your documents through the Inbox, Booked, Archive and Trash folders.

Here you can track various financial KPIs such as working capital ratio, debt to equity, net profit margin and many others. For each one, you can see more insights such as what this KPI represents, how it is calculated and what this information means for your business. This can help you make informed business decisions based on in-depth analysis.

The balance sheet report date is set to the current date by default, but you can choose a different date. You can see a breakdown of assets and liabilities. You can also see a more detailed breakdown of assets and liabilities in the breakdown below.

Assets: Current Assets & Fixed Assets

Liabilities: Current Liabilities & Long-term Liabilities

Equity capital

Profit

You can click the download button and download the balance sheet report to your device.

The fiscal year of the Profit and Loss report is set to the current fiscal year by default, but you can change it. You can see the profit and loss result by months (or quarters) in the selected fiscal year (profit or loss). You can see total income and total expenses, and the result (profit or loss amount) in the selected fiscal year. You can see the percentage change compared to the same period of the previous fiscal year, if this information is available. You can click the Download button and download the Profit and Loss report to your device.

Here you can see the total amount invoiced, broken down by month. You can also monitor which invoices have been paid and which are still open or overdue.

DocuBox is a document management system that is connected to the entire Numarics ecosystem and can be accessed by customers and their operators for booking purposes.

DocuBox allows users on both sides of the equation (clients through the client application and operators through the Numarics Engine – in-house back-office application) to manage, upload, rename and tag documents, completely eliminating the need to store documents in any other document management system, for both personal needs and for accounting, tax filing, etc.

Full text search makes it easier than ever for users to find the document they are looking for by searching for a text or number anywhere in the document, regardless of format (including images and scans).