Proactive Reports

Last updated: May 11, 2026

Understand Nume's proactivity

To stay in control of your finances effortlessly, Nume can be set up to run reports on a schedule. These Proactive Reports ensure you're always on top of your financial position without needing to manually run prompts.

The results of these reports are delivered directly within the Nume web application and also via Slack or email. Email reports include the full report content with all text and formatting, so you get a complete picture right in your inbox. You can change your delivery preferences anytime via your profile settings.

All scheduled tasks run in your local timezone, which is detected automatically when you sign up. You can see the timezone displayed on each task and change it anytime in your settings.

Pre-configured and custom tasks

Nume comes with a set of pre-configured tasks tailored to your business. These are set up automatically during onboarding and cover common financial reporting needs like cash updates, bookkeeping progress, and performance reports.

For pre-configured tasks, you can add Additional Notes to customise the analysis — for example, highlighting specific accounts or areas to focus on. Your notes are included alongside the built-in prompt when the task runs.

You can also create fully custom tasks with your own prompt for any analysis Nume supports.

How to set up or adjust proactive reports

Just ask in any conversation to add or change any recurring report or task and Nume will get to work.

Alternatively:

  1. Click Tasks in the sidebar

  2. Click on New task and insert your preferred prompt

  3. Configure the schedule (frequency, days, and time)

  4. Connect Slack from the Integrations page to receive your reports where you work, or choose to receive reports via email