---
title: "Portfolio: AI agents and dashboards in production | lumic"
description: "Agents and live dashboards lumic built, running every day inside operating companies. Clients are kept private; every figure is from production."
canonical: https://get-lumic.com/portfolio/
last_updated: 2026-10-11
---

# Portfolio: AI agents and dashboards in production | lumic

> Agents and live dashboards lumic built, running every day inside operating companies. Clients are kept private; every figure is from production.

Source: https://get-lumic.com/portfolio/ | Contact: hello@get-lumic.com

Portfolio Live and measured

# In production, every day.

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.

[Book a call](https://cal.com/lumic/20-minute-call) What runs today

Portfolio

## Three lead examples.

### AP invoice agent

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.

- A specialty manufacturer · accounting software + a custom operations database
- 64 of 67 bills through the agent in week one
- Kept running for a monthly fee

[AP automation →](https://get-lumic.com/services/ap-automation/)

### A finance team run on agents

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.

- About 13 agent roles
- Nine live dashboards

### Collections agent

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.

- Agent · ERP + inbox
- Drafts from live aging
- A person sends every one

### Portfolio: what runs on lumic today.

Agents and live dashboards in production at operating companies. Clients are kept private; every figure is from production.

### Payroll preparation

The agent prepares the payroll entries, and the controller approves them.

- Agent · payroll + accounting software
- The controller approves every run

### Month-end close entries

An agent prepares the month-end entries, and the controller approves them before anything posts.

- Agent · ERP
- Approved before posting, every month

### Cash receipts

Remittances and ACH detail, read and keyed into the ERP.

- Agent · ERP + bank
- A person approves each entry

### Sales & margin

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.

- Dashboard · ERP
- Replaces a daily export
- Multi-company, one view

### Receivables & aging

Live aging by customer, the same view that feeds the collections agent.

- Dashboard · ERP
- Live

### Consolidated financials

A live income statement and product-margin view, consolidated across sister companies, that shows the month-end result.

- Dashboard · ERP
- Multi-company GL consolidation
- An income statement that's never stale

### Purchasing & PO write-back

The agent drafts purchase orders and writes them back to the ERP.

- Agent · ERP
- Approval-gated

[AP automation →](https://get-lumic.com/services/ap-automation/)

### Bank reconciliation

The agent matches the bank to the book.

- Agent · ERP + bank feed
- Approval-gated

### AP workbench

Every open bill, its PO match and its approval state.

- Dashboard · accounting software
- Live

[AP automation →](https://get-lumic.com/services/ap-automation/)

### Job costing & production rates

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.

- Dashboard · production data + ERP
- Estimate vs. actual per job
- Overruns surfaced early

### Purchasing

Open POs, receipts and vendor price changes.

- Dashboard · ERP
- Live

### Commissions

Rep commissions from live sales.

- Dashboard · ERP
- Live

### PTO tracking

Balances and requests.

- Dashboard · HR data
- Live

### Ask your data (AI)

Plain-English questions over the same live data. It drafts entries for a person to approve.

- AI assistant · the same live data
- A person approves each entry

How each one is built and kept working: [How lumic works](https://get-lumic.com/how-lumic-works/). Common questions: [FAQ](https://get-lumic.com/faq/).

## Based in St. Louis. Start with a conversation.

[Book a call](https://cal.com/lumic/20-minute-call) or write to lumic [hello@get-lumic.com](mailto:hello@get-lumic.com?subject=lumic%20intro%20call)

Every engagement is led by a senior FDE, on site.

How to start

A 20‑minute call. You walk the team through the work your people do by hand.

A written proposal. What lumic would build, the timeline, and the cost.

An on-site visit. lumic’s FDEs meet your team where the work happens and confirm the plan. St. Louis first; they travel for the right fit.

---

© 2026 lumic | Serving Greater St. Louis, Missouri and Illinois | Privacy