QuickBooks Online
The agent works with your QuickBooks Online company through its own login, and prepares each entry for a person to approve.
- Cloud edition
- A person approves each entry
SystemsQuickBooks
AI agents that work in QuickBooks Online and QuickBooks Desktop.
lumic works with QuickBooks Online and QuickBooks Desktop. An agent prepares bills, receipts and entries in QuickBooks, the same records a clerk would key, and a person approves before anything posts. lumic builds it on site and keeps it working.
Online and Desktop
Both editions, one way of working.
Many automation tools reach only QuickBooks Online. lumic’s agents work wherever your books live.
QuickBooks Desktop
The agent works on its own dedicated computer, under its own login, inside the QuickBooks Desktop company file your team already uses.
- Desktop edition
- Its own computer and login
Alongside QuickBooks
Bills arrive by email, purchase orders may live in another system, and reports end up in spreadsheets. The agent works across the tools around your books, not just inside them.
- Email, spreadsheets, other systems
- One job, end to end
The jobs
What an agent does in QuickBooks.
Vendor bills.
The agent reads each vendor bill from email, matches it to the purchase order, and prepares the bill in QuickBooks for a person to approve. AP automation
Cash receipts and collections.
Remittances read and keyed as receipts for approval, and collections emails drafted from live aging for a person to send. Cash receipts and collections
Live reports.
Sales, margin and receivables read live from QuickBooks, so nobody exports the same report every morning. Dashboards and reporting
Nothing posts without you.
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.
The final post stays with you.
The agent prepares each entry. A person on your team checks it and approves it, and the final post stays in your hands.
Every system lumic works with: Systems. How each agent is built: How lumic works. Agents and dashboards in production: Portfolio.
Based in St. Louis. Start with a conversation.
Every engagement is led by a senior FDE, on site.
How to start
- 1A 20‑minute call.You walk the team through the work your people do by hand.
- 2A written proposal.What lumic would build, the timeline, and the cost.
- 3An 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.