Read-only
The connection can read transactions and balances. It cannot move money.
HomeUse casesBank and card connections
Bank and card connections
Read-only bank and card feeds bring balances and categorized transactions into your brief and your assistant, so spending questions get answered from the source.
Coming soon: this use case is in build. The steps below describe what it will do; book a demo to see the parts that run today.
EXAMPLE REQUEST
What you ask.
What comes back.
An illustrative exchange with sample data. Your agent works on your own systems and records.
Good for: Finance & accounting, Owners & leadership
Industries: Professional services, Hospitality & wellness, Distribution & e-commerce
MoneyLuminorix app
Sample dataWhat did we spend on software last month, and what is new?
Software spending last month was up on the month before. Two merchants are new: an e-signature tool and a design tool.
Illustrative example with sample data. Nothing here was sent or posted.
WHAT LUMINORIX DOES
Step by step.
- You connect the accountThrough Plaid in the Luminorix app, with read-only access to transactions and balances.
- Transactions syncNew transactions arrive automatically and are grouped into spending categories.
- Questions get answersAsk the assistant about balances, spending by category or new merchants.
- The brief picks it upBalances and notable changes appear in your morning brief.
SYSTEMS IT CONNECTS
Works with what you use.
- Plaid
- Luminorix app
The bank service runs in production; the first real account connections follow Plaid’s production review.
WHERE YOU STAY IN CONTROL
Clear boundaries.
Encrypted at rest
Bank data and access tokens are stored encrypted, per workspace.
Your workspace only
Each workspace sees only the accounts its own people connected.
RELATED USE CASES
Often paired with.
START WITH ONE RECURRING JOB
Which work should an agent
take off your plate first?
Bring one recurring job. We map the systems, the access and the approval points, and show the agent doing it on sample data.