For Accounting Teams
Reconcile Across Systems. Close Without Chaos.
Whether it’s payroll, ERP exports, or expense reports — LuminaData turns your spreadsheet maze into matched, reviewed results.
Problems You’re Facing
With multiple systems and formats, your team spends too much time on data wrangling instead of analysis and insights.
Tools don’t integrate well
ERP doesn't talk to your bank portal. Expense system doesn't integrate with your GL.
No direct connections
Team stuck doing manual checks
Each month brings the same process: export, reformat, match, investigate, document.
Delayed Closing
Manual reconciliation delays your closing process by days, pushing back reporting and strategic decisions.
Day 1
Start
Day 14
Closing
Day 20
Final Closing
Compliance Risk Exposure
Manual reconciliation increases the risk of missing important discrepancies that could lead to compliance issues, putting both your firm and clients at risk.
SOX Reporting
High Risk
GAAP Compliance
Medium Risk
23% of firms experienced regulatory findings due to reconciliation errors in the past year
LuminaData Works Because:
With multiple systems and formats, your team spends too much time on data wrangling instead of analysis and insights.
Intelligent Exception Handling
Our AI handles routine matches automatically, flagging only true exceptions that need your attention. This cuts review time.
Old Way
Manual
Lumina Way
Auto-Matched (80%)
-
Exceptions (20%)
Rules That Remember
Your reconciliation rules are preserved and ready to use again. No more starting from scratch each time - just load your saved logic and focus on exceptions.
8 active rules
Active
Payroll Matching Rules
6 active rules
Active
Resolution
12 active rules
Active
Audit-Ready Results
Complete documentation of every match, exception, and resolution. Your auditors will thank you, and your clients will be impressed.
Match found
Invoice #1234 matched to payment #5678
Exception raised
Transaction #9012 has no matching entry
Resolution
John D. manually matched to invoice #3456
No Rate Limits
Process unlimited reconciliations without worrying about quotas or overage fees. Whether you're handling 100 or 100,000 transactions, LuminaData scales with your workload seamlessly.
Monthly Usage
Unlimited
Four simple steps to automated reconciliation that saves your team time and reduces errors.
1
Upload Your Files
Our AI learns your reconciliation patterns or you can teach it using simple language. No complex rule setup needed.
Excel
CSV
API
2
AI Learns Your Logic
Our AI learns your reconciliation patterns or you can teach it using simple language. No complex rule setup needed.

Match transactions by invoice number and amount, even if descriptions vary
3
The AI reconciles your data in seconds, identifying matches and flagging only the exceptions that need your attention.
Automatic matches
98%
Exceptions requiring review
2%
4
Review & Export
Review results, handle exceptions, and export audit-ready reconciliation reports with a complete audit trail.
Net Difference
$2.45
Unreconciled amount
Transactions
13
6 bank · 7 Cash Book
Exceptions
4
0 of 4 resolved
Join hundreds of finance professionals saving time and reducing errors with LuminaData.