# Numio Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Numio Software - reviews, pricing plans, popular comparisons to other Financial Reporting products and more. Source: https://www.capterra.com/p/10045150/Numio --- # Numio Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on July 2, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support) Numio ## What is Numio? Numio is financial management software for advisory firms, offering client portals with dashboards that display KPIs, revenue, expenses, and profit margins. It syncs data from accounting systems via API connections and generates monthly financial statements, including profit and loss accounts and balance sheets with year-over-year comparisons. The platform calculates financial ratios like liquidity and profitability, triggering alerts for deteriorating metrics. Numio integrates with Holded and plans to add Sage and Odoo. Its AI analyzes trends, prepares executive reports in natural language, and answers performance inquiries conversationally. Customizable client portals feature firm branding, while data security includes EU-based servers, end-to-end encryption, GDPR compliance, and read-only API connections. Reporting is automated through daily synchronization. ## What is Numio used for? [Financial Reporting](https://www.capterra.com/financial-reporting-software/) Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Contact vendor for pricing Free trial available Includes Free Version Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Numio?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://numio.es/&name=Numio) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Accounting Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users API Application programming interface that allows for integration with other systems/databases Cash Flow Management Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period Cash Management Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances Numio 15 features Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Dashboard to view the status of ongoing processes, identify current incidents and track past activities A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Application programming interface that allows for integration with other systems/databases Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances Assembly of graphs and charts for visualizing and tracking statistics/metrics Import and export data to and from software applications Graphical representation of data Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk Use AI to generate content in the form of text, images, videos, etc. A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time A type of financial statement used to record and report an organization's revenues, costs, and expenses over a specific amount of time Allow users to create their own reports and financial statements Set up connections to third-party platforms to improve business processes Get Advice We can help you find the software with the features you need. ## Pricing Free Trial Free Version Free $0.00 ## Integrations [ Stripe](https://www.capterra.com/p/123889/Stripe/)[ Holded](https://www.capterra.com/p/153384/Holded/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.