Finance operations
Capture invoices, code line items, attach evidence, and prepare draft bills with approval gates.
AI assistants for operational teams
LumenAI builds assistants that finish the admin.
We design and deploy tool-aware AI assistants for finance, admin, and operations teams that need reliable execution, clean records, and human review where it counts.
Live queue
Invoice OP/INV-0039
Draft bill readyApproved source
Pantry order
Logged to sheetNeeds review
Supplier email
Reply drafted2 attachments
Current run
Prepare supplier bill
- Read PDF invoice
- Match supplier and account code
- Create Xero draft
- Attach evidence and verify
Human approvalRequired before posting
What LumenAI ships
Assistants built around the work, not around a chat box.
Team requests
Turn messy chat and form intake into clean queues, tracked status, and structured records.
Reporting packs
Collect inputs, reconcile sources, draft commentary, and leave an audit trail for every step.
Implementation method
Start narrow, prove it works, then expand with guardrails.
LumenAI focuses on repeatable jobs with known acceptance criteria: the places where speed matters, but accuracy and traceability matter more.
1
Map the real workflow and the rules that matter
2
Connect the assistant to the tools your team already uses
3
Run in review mode, then automate the repeatable parts
Controls
Designed for workflows where mistakes are expensive.
Sheetsstructured logs
Xerodraft bill flow
Emailtriage and follow-up
APIsinternal systems
Contact
Bring one workflow. We’ll turn it into a working assistant plan.
Share the job your team repeats every week and the tools involved. We’ll come back with the smallest useful version, the review points, and the rollout path.