PortfolioLive and measured
Agents and dashboards lumic built run every day inside operating companies, on entirely different systems, live and measured. lumic’s leaders run finance themselves, so they use what they build.
Portfolio
Every vendor bill was typed in twice, into two systems, about 30 a day. The agent went live about six weeks after the on-site day. It reads each bill from email, matches it to the purchase order, and enters it in both systems once the clerk approves.
At a multi-company manufacturer and distributor, about 13 agent roles do daily work: AP and cash receipts entered into the ERP, payroll and month-end entries, purchase orders, and collections. A person approves each entry.
From live aging, the agent drafts the collections email and the statement for each past-due customer. A person reviews each one and sends it. A morning of work in the ERP and the inbox, now ready when the day starts.
Agents and live dashboards in production at operating companies. Clients are kept private; every figure is from production.
The agent prepares the payroll entries, and the controller approves them.
An agent prepares the month-end entries, and the controller approves them before anything posts.
Remittances and ACH detail, read and keyed into the ERP.
Sales and gross margin by customer, product and rep, read straight from the ERP, including every entry the agents made. It replaces the report someone exported every morning.
Live aging by customer, the same view that feeds the collections agent.
A live income statement and product-margin view, consolidated across sister companies, that shows the month-end result.
The agent drafts purchase orders and writes them back to the ERP.
The agent matches the bank to the book.
Every open bill, its PO match and its approval state.
Production rates feed real per-job cost and margin: estimate against actual during the job, not at close. Costs the agents enter show up the same day.
Open POs, receipts and vendor price changes.
Rep commissions from live sales.
Balances and requests.
Plain-English questions over the same live data. It drafts entries for a person to approve.
How each one is built and kept working: How lumic works. Common questions: FAQ.
Every engagement is led by a senior FDE, on site.