Its own login
The agent works in Sage Intacct under its own login, with access to the records its job needs and nothing more.
- Access scoped to the job
- Every action logged
SystemsSage Intacct
AI agents that work in Sage Intacct.
lumic works with Sage Intacct. An agent prepares bills, receipts and entries in Sage Intacct, the same records a clerk would key, and a person approves before anything posts. Dashboards read the same data live. lumic builds it on site and keeps it working.
How it works
Built around your Sage Intacct, not a template.
Every Sage Intacct account is set up its own way, with its own entities, dimensions, approval steps and month-end habits. lumic’s FDEs start beside the person who does the job today and build the agent around how your system really works.
The final post stays with you
The agent prepares each entry, and a person on your team approves it before anything posts. The final post stays in your hands.
- A person approves each entry
- Nothing posts without you
Live dashboards on the same data
Sales, margin, receivables and purchasing read live from Sage Intacct, so nobody exports the same report every morning.
- Dashboards only read
- Current the moment you open it
The jobs
What an agent does with Sage Intacct.
Vendor bills.
The agent reads each vendor bill from email, matches it to the purchase order, and prepares the bill in Sage Intacct 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 Sage Intacct, 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.