The financial diagnosis
Performance, structure, cash position: Numexia reads the balance sheets, tax returns, trial balances and income statements in the file, and draws a full diagnosis from them.
Numexia
Numexia, AI financial analysis for chartered accountants
Numexia is the agent for chartered accountants and advisory firms. It reads the documents in a file (balance sheets, tax returns, trial balances, income statements) and produces a full financial diagnosis: performance, structure, cash position. It also handles acquisition and transfer cases, identifies tax levers and costs its recommendations, citing the texts in force.
When data entry is automated, advice becomes the job
Electronic invoicing between businesses is becoming the rule in France: since 1 September 2026, every company must be able to receive electronic invoices, and small and micro businesses will have to issue them from 1 September 2027.
As collecting and entering documents becomes automated, a firm's value moves to what production software does not do: reading a file, making a diagnosis, costing a recommendation.
The reform timetable on impots.gouv.frWhat Numexia prepares for the firm
Business takeovers and transfers
For a takeover or transfer file, it gathers the financial elements and identifies the tax levers.
Costed recommendations
Every recommendation is costed and linked to the text in force that supports it. The report exports to PDF and DOCX.
Every conclusion can be checked
An analysis is only worth something to a firm if it holds up in front of the client. Numexia links every conclusion to the document in the file and to the text it rests on: the staff member checks, the chartered accountant approves and signs.
Professional secrecy and GDPR: what to check before handing a client file to an AIWhat Numexia does
- Financial diagnosis: performance, structure, cash position
- Reads balance sheets, tax returns, trial balances and income statements
- Business acquisition and transfer cases
- Tax levers identified and recommendations costed
- Every conclusion linked to the text behind it
- Reports exportable to PDF and DOCX
See Numexia in a demo
We show you what Numexia reads in a file, what it concludes and where its sources come from.