Seats on Claude and ChatGPT aren't a finance strategy. LuminaData finds where AI moves EBITDA across your finance operations. Then deploys the agents that capture it.
There's a world of difference between giving your team an AI tool and rebuilding the finance operations where the work actually happens.
Of revenue, typically uncovered as EBITDA across a LuminaData engagement. One $150M insurance MGA uncovered $16M of it. 10.7%, well inside the range.
Two motions, one platform. Built for finance operations. Most software does only the second. Most consultancies do only the first.
AI agents interview your team, ingest your systems, and return a quantified EBITDA number. In days, at roughly 10x lower cost than a consulting engagement.
We ship the agents that run the workflow. Reconciliation, invoicing, cash application, and more. Autonomous, end to end, across your existing systems.
Our agents work with your data wherever it lives. Spreadsheets, PDFs, or systems. Delivering results without costly tech implementations.
Understands GAAP, SOX, IFRS, and audit trails. No retraining needed.
Works with Excel, NetSuite, SAP, QuickBooks, and more without system migration.
Go live in 2 weeks, not 18 months. Start small, see results in days.
Every single time. Complete audit trails, version control, and SOC 2 compliance to keep your data safe.
Powered by purpose-built AI agents trained on finance data.
Creates a blueprint for executing the task and aligns the agents.
Agents tailored for finance for high accuracy and compliance.
Prebuilt finance agents, tailored for high accuracy and compliance. Deployed on the workflows Discover flags as highest-value.
Match millions of transactions across bank, ledger, sub-ledger, and intercompany. 99.8% accuracy in production.
Read more →Auto-apply 92% of receipts on first pass across lockbox, treasury, and counterparty payment systems.
Run cycle billing end-to-end. Multi-carrier rules, jurisdiction-aware tax, audit-ready cycle reports.
Chase short-pays before write-off. Counterparty scorecards, aging, dunning queues with audit-ready trails.
Draft management and board reports from a clean GL, with a verifiable source trail behind every figure.
Track the book quarter over quarter across acquisition, retention, and revenue stages.
Two phases, one platform. First Lumina Discover finds where AI moves your EBITDA. Then Lumina Activate ships the agents that capture it.
An agent-led diagnostic that returns a quantified EBITDA number. In 2–4 weeks, not an 18-month engagement.
Agents learn how work really happens and trace data flows across your systems.
Builds a blueprint of every process and a live roadmap that tracks progress as agents go live.
The agents that do the work. Configured on the rules Discover mapped, live in your environment in weeks.
Agents configured on your business rules, connected to Excel, ERP, and banking. No migration.
Agents run the workflow on live data, flag only exceptions, and keep capturing EBITDA each quarter.
Generic automation breaks against the specifics of how your industry runs money. We go deep, not wide.
Premium accounting, bordereaux reconciliation, policy lifecycle, multi-carrier cash application.
Explore Insurance / MGA →Trust accounting, rent reconciliation, multi-bank settlement, processor timing.
Explore Real Estate Tech →Month-end close, account reconciliation, intercompany, variance analysis. The last mile of finance.
Explore Accounting Ops →Begin with a diagnostic. In a few weeks you'll have a board-ready EBITDA number. Before you commit to anything bigger.