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Filed vs Numeric: Which Finance AI Is Better in 2026?

Compare pricing, features, integrations, verified reviews, AI capabilities, security, and customer satisfaction, side by side, with no marketing spin.

Rating
,
Reviews
0
From
Custom

in Finance AI

Rating
,
Reviews
0
From
Custom

in Finance AI

The Short Answer

Filed vs Numeric, in 15 seconds

Choose Filed if…

  • You want to trial before paying

Choose Numeric if…

  • You want deeper AI and automation features

Head-to-Head Scorecard

How Filed and Numeric score

It's evenly matched, each leads on 1 of 9 measured dimensions.

  • Customer Rating

    Average score from verified user reviews

    Even
    Filed
    No reviews
    Numeric
    No reviews
  • Review Volume

    Number of verified reviews, a proxy for adoption

    Even
    Filed
    0
    Numeric
    0
  • Entry Pricing

    Lowest published starting price (free plan = lowest)

    Even
    Filed
    Custom
    Numeric
    Custom
  • Free Access

    Availability of a free plan and/or free trial

    Filed
    Filed
    Free trial
    Numeric
    Paid only
  • Integrations

    Number of listed third-party integrations

    Even
    Filed
    6
    Numeric
    6
  • Features

    Number of listed product capabilities

    Even
    Filed
    6
    Numeric
    6
  • AI Features

    Capabilities mentioning AI, automation or ML

    Numeric
    Filed
    ,
    Numeric
    1
  • Security & Compliance

    Number of listed compliance certifications

    Even
    Filed
    2
    Numeric
    2
  • Platforms & Deployment

    Supported platforms and deployment options

    Even
    Filed
    4
    Numeric
    4

Feature Comparison

Filed vs Numeric feature breakdown

Search or filter the full feature matrix, core features, AI, integrations, APIs, security and compliance.

Filed
Numeric
Overview
User rating
,
,
Pricing model
Subscription
Custom
Starting price
Custom
Custom
Free version
Free trial
Features
Key capabilities
Tax data extractionReturn preparationWorkpaper draftingReview checklistsSource document extractionWorkpaper generation
Close checklistsAI flux analysisReconciliationsReportingERP syncAudit trail
AI features
,
AI flux analysis
Integrations & API
Integrations
CCH AxcessUltraTax CSLacerteDrake TaxQuickBooksExcel
NetSuiteQuickBooksXeroSage IntacctSalesforceSlack
Public API
Platforms
Deployment
CloudSaaS
CloudSaaS
Platforms
WebAPI
WebAPI
Mobile support
Security & Compliance
Compliance
SOC 2IRS Pub 4557
SOC 1SOC 2
Vendor
Company
,
,
Verified
Founded
2023
2022
Headquarters
,
San Francisco, California, USA

Pricing Comparison

Filed vs Numeric pricing

Entry pricing, plan tiers and the cost factors that shape total cost of ownership.

Filed

Custom to start
ProCustom
  • Email support
  • Return preparation
  • Higher usage limits
  • Integrations
EnterpriseCustom
  • Dedicated support
  • Workpaper drafting
  • Review checklists
  • Everything in Pro

Numeric

Custom to start
ProCustom
  • Email support
  • Higher usage limits
  • Integrations
  • Close checklists
EnterpriseCustom
  • Dedicated support
  • Everything in Pro
  • Reconciliations
  • Reporting

Total cost of ownership factors

Free planFiled Numeric
Free trial to evaluateFiled Numeric
Transparent published pricingFiled Numeric
Public API (build vs. buy add-ons)Filed Numeric

Beyond list price, factor in implementation, training, add-ons and per-seat scaling when estimating total cost of ownership.

Pros & Cons

Filed vs Numeric: strengths and trade-offs

Filed

Pros

  • Free trial offered
  • Compliance: SOC 2, IRS Pub 4557
  • Public API available

Cons

  • No free plan
  • Pricing is quote-based (less transparent)

Numeric

Pros

  • Compliance: SOC 1, SOC 2
  • Stronger AI / automation features
  • Public API available

Cons

  • No free plan
  • No free trial
  • Pricing is quote-based (less transparent)

Buyer Fit

Who should use Filed vs Numeric?

Startups

Either

Either keeps early-stage costs lowest with its entry tier.

Small businesses

Either

Either offers the most accessible pricing for lean teams.

Agencies

Either

Either connects to more tools for multi-client workflows.

Enterprises

Either

Either leads on compliance and breadth for complex needs.

Ecommerce

Numeric

Numeric integrates with more of the commerce stack.

SaaS companies

Numeric

Numeric is the more developer- and automation-friendly choice.

Integration overlap

Shared integrations (1)

QuickBooks

Only in Filed (5)

CCH AxcessUltraTax CSLacerteDrake TaxExcel

Only in Numeric (5)

NetSuiteXeroSage IntacctSalesforceSlack

Keep Exploring

Other alternatives worth considering

Similar finance ai products buyers compare alongside Filed and Numeric.

Ask SIA which solution fits your business

SIA, Saaskart's AI buying assistant, weighs Filed and Numeric against your team size, budget, integrations and compliance needs, then recommends the right fit and the questions to ask each vendor.

Get a personalised recommendation

Filed vs Numeric, Frequently Asked Questions

What is the difference between Filed and Numeric?

Filed and Numeric are both Finance AI solutions. Filed is rated 0.0/5 by 0 users, while Numeric is rated 0.0/5 by 0 users. The main differences lie in pricing, features, and target audience.

Which is better, Filed or Numeric?

Based on user ratings, Filed scores higher at 0.0/5. The best choice depends on your team size, budget, and specific requirements.

Which is cheaper, Filed or Numeric?

Both products have custom pricing. We recommend contacting both vendors for a quote tailored to your team size.

Does Filed or Numeric have a free plan?

Neither Filed nor Numeric currently offers a free plan, but Filed provides a free trial.

Can I switch from Filed to Numeric?

Switching between Filed and Numeric is possible. Both support data export. Check integration compatibility and plan for data migration to minimise disruption to your team.

Who should use Filed vs Numeric?

Filed is best suited for teams that prioritise enterprise features. Numeric works well for teams needing advanced capabilities.

Our Verdict

The bottom line on Filed vs Numeric

Best Overall

Either

It's a tie balances user satisfaction and proven adoption.

Best for Startups

Either

It's a tie has the friendliest entry point for new teams.

Best for Enterprise

Either

It's a tie leads on compliance and feature breadth.

Best Value

Either

It's a tie delivers the lowest cost to get started.

Best AI Features

Numeric

Numeric ships more AI and automation.

Highest Rated

Either

Both earn equal user ratings.

Get a recommendation

Not sure which to choose?

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