NuMetric Connect: Built-In Team Collaboration for Accounting Firms
NuMetric Connect is more than just a messaging tool — it's your team’s centralized communication and coordination hub. Built into NuMetric’s platform, it keeps conversations, files, and tasks right where your work happens.
Why Use NuMetric Connect?
Seamless Internal Collaboration: Chat with team members, share files, and keep context all in one place.
Task Coordination: Assign and track bookkeeping, invoicing, or reporting tasks from start to finish.
Integrated with NuMetric: Start conversations or add comments directly from client profiles, transactions, or reports — no need to switch tabs or tools.
Say Goodbye to Email & WhatsApp: Keep your entire firm in sync without jumping between scattered platforms.
Messaging: Real-Time Collaboration with Purpose
Bring structure and clarity to your team’s communication. NuMetric Connect offers:
Team Chat: Keep discussions focused and organized.
Contextual Messaging: Talk about work right where the work is — no screenshots or copy-paste needed.
Channels: Organized Collaboration by Topic or Team
Use Channels to organize discussions by:
Client
Department (e.g., Payroll, Compliance, VAT)
Project (e.g., Year-End Closing, System Migration)
Channels give every team a shared, focused space for updates, discussions, and quick decisions.
File Sharing: Integrated, Instant, and In-Context
Forget messy file attachments in external tools. Share files within:
Transactions
Reports
Tasks
Client profiles
All files are embedded within the communication flow, so everyone stays on the same page — literally.
Task Management: Stay on Track, Together
NuMetric Connect helps your team manage tasks effortlessly:
Create and assign tasks to yourself and team members
Track due dates and set reminders for recurring actions
View task progress at a glance
Link tasks to clients activities
Perfect for managing your team’s monthly close, reconciliation routines, or audit preparations.
Empower Your Firm with NuMetric Connect
NuMetric Connect isn't an add-on — it's a core feature designed to:
Reduce miscommunication
Boost team productivity
Keep everything tied to your accounting workflow
Start collaborating where your work lives — inside NuMetric.