Frequently asked questions

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General information

What does Numix actually do?

Numix is an all-in-one accounting platform purpose-built for deep-tech startups. Our AI handles the heavy lifting—bookkeeping, bill pay, reimbursements, and real-time dashboards, while our in-house CPAs and fractional CFOs translate the data into clear guidance when you need it.

Which services are included?

Bookkeeping Services

  • Monthly financial statements (P&L, Balance Sheet, Cash Flow)
  • Ongoing advisory support: ask us anything, anytime
  • Key financial metrics at a glance (e.g. cash balance, burn rate, runway)
  • Categorization and bank reconciliation

Payroll Management

  • Process payroll, make edits, and handle adjustments
  • Employee onboarding and offboarding
  • Add-on: Apply for state payroll tax accounts as needed

Fractional CFO Support

  • Review and interpret monthly bookkeeping data
  • Build financial models and projections
  • Deep-dive analysis into cash flow, burn rate, and runway

Accounts Payable

  • Monthly financial statements (P&L, Balance Sheet, Cash Flow)

How much does Numix cost?

Here is our pricing link. Bookkeeping is flat-rated to your monthly operating expenses, with higher tiers for crypto, inventory, or usage-based revenue models. Tax packages scale with entity type and state complexity.

Are taxes included in the bookkeeping fee?

Bookkeeping and taxes are separate lines—work with us on either or both depending on your needs.

What software does Numix integrate with?

General ledger

  • QuickBooks Online Plus (native, real-time sync)

Banking

  • Traditional: Wells Fargo, Chase, Bank of America, and other major U.S. banks
  • Modern fintech: Mercury, Brex, Ramp

Payroll

  • Gusto, Rippling, ADP, Deel, and many more other providers

Payments & Revenue

  • Stripe (including Stripe Billing and Connect)

Plaid-enabled apps

Any platform supported by Plaid’s banking API—including most checking, credit-card, and treasury accounts—so transactions flow into your books automatically.

    Can I use Numix outside the United States?

    At present, we support U.S. legal entities. International expansion is on our roadmap.

    What exactly is a deep tech company?

    Deep tech companies are built around scientific or engineering breakthroughs. They focus on solving big, complex problems—like clean energy, advanced manufacturing, biotech, robotics, neurotech, aerospace, and more. These companies often take longer to develop because they’re tackling hard technical challenges, not just building software.

    Can I use Numix if my company isn’t in deep tech?

    Absolutely. We specialize in deep-tech startups because their accounting needs are highly vertical, but the same AI platform and CPA support work just as well for SaaS, e-commerce, agencies, and other non-deep-tech businesses.

    How does Numix automate bookkeeping?

    Our AI ingests receipts, invoices, payroll, and bank transactions, auto-categorizes 90-95 % of activity, posts compliant journal entries, and flags anomalies for accounting experts’ review, so your books stay accurate in real time.

    What’s the usual onboarding timeline?

    A 30-minute screen-share captures read-only access to banking, credit cards, and payroll. Your Numix dashboard goes live within a week.

    Who will work on my account?

    Your day-to-day team is a CPA-led pod of accountants and tax advisors with at least 15+ years combined experience; our AI simply supercharges their output.

    When can I expect answers from the Numix finance concierge?

    Monday–Friday, 9 a.m.–6 p.m. PT. We aim to resolve most requests between 3 minutes and 2 business hours.

    How often should my startup do bookkeeping?

    Early-stage companies can close books monthly, quarterly, or annually; most shift to monthly once they have outside investors or need frequent metrics. DIY is possible but typically takes founders 4 + hours a month—outsourcing frees time and reduces costly errors.

    Does Numix file my taxes?

    Yes. While some software-only tools stop at financial statements, Numix prepares and files your federal and state returns or coordinates seamlessly with your existing CPA.

    What’s included in the tax package?

    1120 Corporate income tax (federal & state), Delaware franchise, 1099-NEC, and sales-tax reporting as needed; add-ons for multi-state registrations are available.

    Can Numix help me claim the R&D tax credit?

    Absolutely—eligible startups typically recover ~10 % of qualifying R&D spend, averaging $50k per year. We handle the study and only charge if we save you money.

    Do I have to be profitable to use the R&D credit?

    No. Loss-making startups can elect to offset up to $500k of payroll taxes with the credit.

    How is my data kept secure?

    All integrations are read-only and encrypted end-to-end; you can export or delete your data anytime, and we never sell user information.

    How is Numix different from traditional bookkeeping firms?

    Unlike pure-service firms, Numix delivers real-time financials, AI-accelerated close, and deep-tech-specific insights while still giving you access to seasoned accountants—no waiting weeks for month-end numbers.

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