Luminorix

BUSINESS INTELLIGENCE, PUT TO WORK

Clarity across
your business.
Capacity to act.

Luminorix connects your business systems, identifies what needs attention, and gives AI agents the context to carry out recurring work. Your team stays in control.

Book a demo Explore the workflows

Built for financial oversight. Connected to the wider business.

AN AI AGENT AT WORKInteractive example
Collections reviewAccounting + customer communications
For review
WHAT NEEDS ATTENTION

Three overdue invoices.
One needs a different approach.

Payment status and recent correspondence give the agent context for each next step.

Example client A36 days overdue
$4,800Follow up
Example client B41 days overdue
$3,600Follow up
Example client C32 days overdue
$4,000In dispute
Source context checked
Illustrative workflow and data. No systems connected or messages sent.
From information to action, with a decision you can inspect.

ONE CONNECTED OPERATING CYCLE

Understand. Execute.
Improve with evidence.

Intelligence gives the work context. Automation helps carry it out. Optimization uses the results to identify the next improvement.

01

INTELLIGENCE

See what needs attention.

Connect the relevant systems. Bring information together, identify gaps, and prioritize the issues worth addressing.

IN PRACTICEUnderstand an overdue balance alongside the customer’s payment and communication history.
02

AUTOMATION

Put AI agents to work.

Assign a recurring responsibility. Agents prepare the next step and execute within defined permissions and approval gates.

IN PRACTICEDraft a reminder, route a dispute for review, and send the approved follow-up.
03

OPTIMIZATION

Measure what changes.

Review outcomes, exceptions, and corrections. Use that evidence to refine the workflow and decide where to expand.

IN PRACTICEEvaluate follow-up coverage and receivables aging against the starting baseline.
01 Your existing systems02 Defined access03 Human approval controls04 Actions on the record

START WITH THE WORK

Financial clarity begins
between your systems.

Reporting, reconciliation, and follow-up depend on information that rarely lives in one place. Start with a recurring workflow and a clear definition of success.

THE BUSINESS QUESTION

What is happening, and what needs our attention?

Bring agreed accounting, billing, and operating information into one view. Prepare recurring reports and surface gaps for review.

INPUTS

Accounting · Billing · Operational records

AGENT’S WORK

Gather information, prepare the report, flag exceptions.

YOUR JUDGMENT

Validate the interpretation and decide what changes.

Define success before you start

Preparation time · Reporting timeliness · Unresolved data gaps

TRY IT

What would Luminorix
find in your business?

Explore the systems, financial exceptions, and AI workflows relevant to your accounting and finance team.

02 IT LOOKS FOR

    03 EXAMPLE AI AGENTS

      Illustrative AI workflows; connector availability, permissions, and scope are confirmed in a demo.

      Book a demo

      14 days free. Read-only first. A person approves before anything moves.

      FOR THE PEOPLE ACCOUNTABLE FOR THE NUMBERS

      More capacity for
      financial leadership.

      CFOs & FINANCE TEAMS

      See the business.
      Move the work forward.

      Connect financial oversight to the information and activity behind it. Start where reporting delays, reconciliation, or recurring follow-up consume your team’s capacity.

      • Bring financial and operational context together
      • Delegate defined work with visible approval points
      • Evaluate the impact on time, quality, and execution
      Discuss your finance workflow
      FRACTIONAL CFOs & ADVISORY FIRMS

      Bring deeper oversight
      to each client.

      Use a defined workflow to address recurring information gathering, reporting, and follow-up within a client’s business. Scope each engagement around its systems, access, and responsibilities.

      • Begin with a specific client problem
      • Confirm client access and approval boundaries
      • Build the business case before extending the scope
      Explore a client use case
      The context extends beyond finance.

      Orders, customer conversations, pricing, and delivery can all affect the financial picture. Luminorix connects the relevant systems and supports work across the business.

      Explore AI roles

      A PUBLISHED OPERATING EXAMPLE

      From manual entry
      to supervised execution.

      Pipette.com Scientific supplies · E-commerce

      The published Pipette example describes connecting business systems and introducing agents into recurring back-office work, with a person approving each write.

      Read the operating case
      575bills

      Entered by the AP agent in August 2026,
      with human approval.

      ~1,500emails / month

      Vendor emails read, matched, and routed
      through the AP workflow.

      Source: Luminorix’s published case study, counts reported September 9, 2026. Pipette.com is owned by a Luminorix founder and serves as the platform’s reference environment. These are operating volumes, not independently verified savings or a forecast of your results.

      CONTROL IS PART OF THE WORKFLOW

      A clear boundary.
      At every step.

      Start with limited access and a defined responsibility. Know what the agent can read, what it can prepare, and which actions require a person.

      Review security and controls
      01

      Scope the access

      Connect the systems and information needed for the agreed use case. Begin with read-only access.

      02

      Make the approval explicit

      Review outbound messages and system changes before execution. Route uncertain or exceptional work to a person.

      03

      Keep a record

      Inspect the recommendation, the decision, and the resulting action. Use the record to review performance.

      THE PLATFORM BEHIND THE WORK

      Connected context.
      Coordinated execution.

      Luminorix brings AI agents, software tools, business information, and controls together. The platform coordinates the steps needed for the responsibility.

      AccountingCRM & customer recordsBilling & documentsOperational systems
      LuminorixAI agents + software tools
      Context · Permissions · Approvals · Record
      Your team’s emailTeam chatConnected workflows

      Connector availability, data scope, and permitted actions are confirmed for your systems before deployment.

      QUESTIONS WORTH ASKING

      Understand the fit
      before you start.

      Do we have to replace our current systems?

      Luminorix is designed to connect the systems you already use. The team confirms connector availability and the necessary access for the initial workflow before deployment.

      What is the first step?

      Choose one recurring problem. Agree on the systems, data, permissions, and a measure of success. Start by reviewing information and findings before enabling approved actions.

      How should we evaluate the business case?

      Record a baseline for the selected workflow, including staff time, processing volume, and exceptions. Compare results over an agreed period and account for setup, review, and subscription costs. Financial outcomes should be assessed alongside other changes in the business.

      How would a fractional CFO begin with a client?

      Select a workflow in one client’s business and confirm the client’s authorization, systems, and access boundaries. Discuss your requirements for multiple engagements with the Luminorix team before extending the scope.

      Who implements and operates the agents?

      The Luminorix team helps define and operate the agents around the agreed responsibility. Your team sets the business requirements, reviews exceptions, and retains approval over the relevant actions. Confirm implementation and support responsibilities during scoping.

      START WITH A REAL BUSINESS QUESTION

      What work is taking time
      away from your judgment?

      Bring one reporting, reconciliation, or follow-up challenge.
      Let’s explore the information, the workflow, and the controls it needs.

      Book a demo Watch the platform demo ↗

      ILLUSTRATIVE COLLECTIONS WORKFLOW

      Review the prepared drafts.

      EXAMPLE CLIENT A · INV-1048 · $4,800

      Payment status for invoice INV-1048

      Following up on invoice INV-1048 for $4,800. Could you confirm its payment status and let us know if anything is needed from our side?

      EXAMPLE CLIENT B · INV-1061 · $3,600

      Payment status for invoice INV-1061

      Following up on invoice INV-1061 for $3,600. Could you share the expected payment date? Please let us know if you need another copy of the invoice.

      No draft for client C. The invoice is held for dispute review.

      Example data. This preview does not send messages.