Cash receipts
Remittances and ACH detail, read and keyed into the ERP.
- Agent · ERP + bank
- A person approves each entry
ServicesCash receipts and collections
An agent reads remittances and ACH detail and keys them into the ERP. Another drafts the collections email and the statement for each past-due customer, from live aging. A person approves each receipt and sends every email. lumic builds it on site and keeps it working.
The job, step by step
The agent reads remittances and ACH detail, the same documents a clerk would key from.
It prepares the cash receipt in the ERP. A person approves each entry before it posts.
From live aging, it drafts the collections email and the statement for each past-due customer. A person reviews each one and sends it.
In production
These agents and the aging view behind them run every day inside an operating company. Clients are kept private.
Remittances and ACH detail, read and keyed into the ERP.
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.
Live aging by customer, the same view that feeds the collections agent.
Clients are kept private; every figure is from production.
See the full portfolioApproval and access
The agent prepares each entry. A person on your team checks it and approves it, and the final post stays in your hands. Dashboards only read.
lumic gives each agent access to the screens and records its job needs, and nothing more. Every action it takes is logged.
Each agent works on its own dedicated computer, wherever fits your business, under its own login, inside the systems you already run. To read a document, it uses a cloud AI model.
lumic builds it, and keeps it working.
| Instead of | With lumic |
|---|---|
| Keying every remittance by hand | An agent keys it; you approve |
| A morning spent on collections emails | Drafts ready when the day starts |
| Build-and-ghost consultants | A team that stays on |
Other jobs lumic automates: Services. The method: How lumic works.


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