Numeric, the AI-powered close automation platform, has formed a strategic partnership with Rooled, the tech-forward CAS and fractional-CFO firm trusted by Slack, Stripe, and Pinterest. Under the agreement, Rooled will roll out Numeric’s next-generation close management, cash management, and accounting analytics platform across its portfolio of high-growth, venture-backed clients—accelerating the shift to automated, real-time finance operations.
High-growth companies face intense pressure to close faster, maintain pristine books, and deliver investor-grade visibility—often with lean teams. The Numeric–Rooled partnership directly addresses this challenge by pairing Rooled’s deep expertise in technical accounting, tax, and fractional-CFO services with Numeric’s AI-native workflows that eliminate repetitive close tasks and surface actionable insights instantly.
Rooled has built its reputation on a relentless “best-of-breed” technology philosophy, rigorously evaluating and adopting only the most effective tools. After an extensive review, Rooled selected Numeric for its depth, usability, and ability to meaningfully reduce manual effort while strengthening controls.
“Rooled is one of the most respected CAS firms in the industry, especially among fast-growing technology companies,” said Parker Gilbert, Co-Founder & CEO of Numeric. “Their commitment to pairing the best people with the best technology aligns perfectly with Numeric’s mission. Together, we’re delivering modern finance infrastructure that helps companies scale with accuracy and confidence.”
“At Rooled, we’re constantly evaluating and integrating the most effective tools for our clients,” said Johnnie Walker, Co-Founder of Rooled. “Numeric’s platform stands out for its depth, usability, and AI-driven workflows that meaningfully reduce manual work. Implementing Numeric will elevate our close processes and provide clients with clearer, faster insight into their financials.”
The combined offering delivers:
This partnership further solidifies Numeric’s position as the go-to close automation layer for the modern finance ecosystem.
About Numeric
Numeric is an AI close automation platform unifying close management, analytics, and cash management for complex accounting teams. With deep ERP integrations and AI-driven workflows, Numeric helps companies reduce manual work, improve accuracy, and close faster. Founded in 2020, Numeric is headquartered in San Francisco, New York, and London, and works with leading companies including OpenAI, Brex, and Plaid.
About Rooled
Rooled is a premier accounting, fractional-CFO, and tax advisory firm serving high-growth, venture-backed companies. Known for a modern, tech-forward approach, Rooled combines deep expertise with best-of-breed tools to support companies through scale, fundraising, and strategic transformation. Learn more at rooled.com.
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