Integration workflows
How Numeric sits on the ledger
Helix never logs into Numeric or QuickBooks. These workflows are the sequence: clean the file, connect the close tool, AI drafts, a person posts, MCP last. Steps open with a license.
Full steps stay with the license
Names and when-to-buy are the teaser. Enable order, MCP, and watchouts open after you pay.
Numeric on QuickBooks Online
Close is still a calendar fight (10+ days) after bank rec is weekly and AP is one inbox.
6 steps locked
Numeric on Xero
Multi-file firms or a 10+ day close on Xero after Smart Document Capture and JAX rec are already running.
5 steps locked
Numeric on NetSuite
NetSuite close is slow and recs live in spreadsheets. Numeric’s deepest sync is here (transaction lines, class, location).
5 steps locked
Numeric on Sage Intacct
Dimensional close is still a calendar, after dimensions actually work.
4 steps locked