---
title: "Cash receipts and collections automation | lumic"
description: "An agent reads remittances and ACH detail, keys them into the ERP, and drafts collections emails from live aging. A person approves and sends every one."
canonical: https://get-lumic.com/services/cash-receipts-and-collections/
last_updated: 2026-10-11
---

# Cash receipts and collections automation | lumic

> An agent reads remittances and ACH detail, keys them into the ERP, and drafts collections emails from live aging. A person approves and sends every one.

Source: https://get-lumic.com/services/cash-receipts-and-collections/ | Contact: hello@get-lumic.com

Services Cash receipts and collections

# Cash receipts entered and collections drafted, ready when the day starts.

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.

[Book a call](https://cal.com/lumic/20-minute-call) See how it works

The job, step by step

## From remittance to statement. A person signs off.

### It reads the remittance.

The agent reads remittances and ACH detail, the same documents a clerk would key from.

### It keys the receipt.

It prepares the cash receipt in the ERP. A person approves each entry before it posts.

### It drafts collections.

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

## Running every day.

These agents and the aging view behind them run every day inside an operating company. Clients are kept private.

### Cash receipts

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

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

### 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

### Receivables & aging

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

- Dashboard · ERP
- Live

[Dashboards and reporting →](https://get-lumic.com/services/dashboards-and-reporting/)

Clients are kept private; every figure is from production.

[See the full portfolio](https://get-lumic.com/portfolio/)

Approval and access

## Nothing posts without you.

### Nothing posts without you.

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.

### It touches only its job.

lumic gives each agent access to the screens and records its job needs, and nothing more. Every action it takes is logged.

### It runs where it fits.

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](https://get-lumic.com/services/). The method: [How lumic works](https://get-lumic.com/how-lumic-works/).

## 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.

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