Most teams already have a way to build the plan. Almost nobody has a way to hold it.
Building a model is the easy half. The hard half is that it stays true in March, that finance
and marketing read the same number, and that someone tells you the day your week turns over when it stops being
true. Here is where the alternatives are genuinely better, and where they are not.
Numery vs an AI assistant
Claude, ChatGPT, Copilot
An AI assistant will build you a funnel model in ten minutes, and it will be a good one. The question is what happens in week six, when the model is a file on someone's laptop and the CRM has moved.
Use an AI assistant when
The question is one-off. "What does 30% growth cost if we double ACV?" is a ten-minute conversation, not a subscription.
The shape of the model is unusual — usage-based pricing, a two-sided marketplace, anything a template would fight you on.
You need analysis Numery does not do: cohort retention, pricing elasticity, an attribution rebuild.
You are still deciding what to measure. Numery is for after that is settled.
Use Numery when
The number is committed and someone will ask about it every month until December.
The rates should come from your CRM as it is today, not from what you pasted in eight weeks ago.
More than one person needs to see the same plan and know when it changed.
You want to be told you are off course before you go looking.
AI assistant
Numery
Time to a first model
Ten minutes
An afternoon
Where the rates come from
What you paste in
Measured from your rows
Still current in six weeks
Only if you rerun it
✓
Locked baseline, dated amendments
✕
✓
Tells you unprompted when you drift
You have to ask
Weekly brief
Sample size behind every rate
If you ask for it
Always shown
Analysis outside the funnel
Anything you can describe
Export to CSV and go
Price
$20–200/mo
$390/mo
Plenty of Numery customers use both, and we would rather say so. The assistant answers the question you thought of. Numery raises the one you did not.
Numery vs the spreadsheet
Excel, Sheets
The spreadsheet is not the enemy. It is the best modelling tool ever built, and it is where most of these plans should start. It fails at one specific job: being the version of the truth nobody can quietly edit.
The spreadsheet wins on
Freedom. Any structure, any formula, no product team deciding what you are allowed to model.
The first draft. Nothing beats a blank grid for thinking out loud.
Sharing sideways. Everyone already has it and nobody needs a seat.
Price, if your own weekends are free.
Where it stops working
By March the plan tab has been edited eleven times and nobody remembers which change was approved.
The conversion rates are from a January export. Nobody has checked them since.
Pacing means someone rebuilding the actuals pull every week, and they stop by June.
A rate built on fourteen deals looks exactly like a rate built on four hundred.
Spreadsheet
Numery
Freedom to model anything
✓
Templates you can edit, not a blank grid
Actuals arrive on their own
✕
✓
Who changed the plan, and why
Version history, if you dig
Every change dated and signed
Sample size beside every rate
✕
✓
Forecasts as ranges, not one number
If you build it
✓
Survives the person who built it leaving
Rarely
✓
Price
$0 + your Sundays
$390/mo
Numery exports everything to CSV, on purpose. When you need to model something we do not, take the numbers and open a spreadsheet.
See it against your own numbers.
Upload a CSV export, set the target, and compare what Numery says to whatever you are using now.
An afternoon either way.