Finally there’s a platform for financial firms.
Your job is serving clients, we make that job easier.
Make the transition.
Modernize and protect your intellectual property by converting your calculations into software.
Build
Build models yourself or partner with us to build for you. With Numbrz’ fully automated models, you can work faster, with less effort, and at a lower cost.
Distribute
Share your IP-protected models as a managed service for your clients, allowing your team to effortlessly make changes and deploy updates at any time.
Grow
Scale your business by selling your fully automated, IP-protected models to new clients. List your models on the Numbrz Marketplace to reach a wider audience and showcase your expertise.
Numbrz sits in-between data and spreadsheets.
Read data
Easily connect your client’s spreadsheets, database, or SaaS apps to Numbrz.
The Numbrz platform
Build models by creating a sequence of steps that combine, calculate, and apply logic to data. As you build models, you’re automatically building powerful automations.
Write data
Send your analysis (but not the underlying IP) to a pivot table or database with a single click. Easily review your analysis using tools familiar to your clients.
How we helped: a case study in CA sales tax filing.
The significant effort required to produce a CA sales tax filing prevented the firm from taking on new accounts.
Overcoming complexity
Multi-Step Compliance
Managing California sales tax filing is a complex, multi-step process with risks of penalties and interest if done incorrectly.
High Expertise Demand
Each client initially required eight hours of work from a single subject matter expert.
Transition Challenges
Quarterly filing frequency made it difficult to delegate tasks to staff accountants and had to be managed by the senior partner.
Innovative Solution with Numbrz
Rapid Implementation
The CA Sales Tax model was built and approved in just five days using Numbrz.
Comprehensive Documentation
The model includes all necessary documentation for reviews, audits, and compliance.
Effective Transition
The workload was transitioned from one SME to five staff members, with quarterly updates to ensure continuous improvement.
CA Sales Tax Model
A sophisticated sales tax model with full support for audits. Complex analysis, simple to use.
Loads transaction data from several point of sale providers.
Performs data validation and generates alerts for data quality issues.
Generates detailed supporting schedules for all CDTFA values.