Agentic Confidential Skills Benchmarks Setup FAQ Private beta

Lumi / For finance

For accountants and finance

A quarter closed. Last quarter remembered.

Lumi reconciles, explains and drafts on your own PC, with every figure traced back to the ledger row or statement page it came from.

Lumi reconciles 1,284 transactions, explains seven differences including a duplicate payment, recalls the same issue from last quarter, and delivers a reconciliation and a client note

A quarter-end reconciliation in the Lumi app, in agentic mode. Scripted example files.

What it found, and where

In the example above, Lumi matched 1,284 transactions between a general ledger and three bank statements and explained the seven differences over $500: a $9,800 payment booked twice (GL rows 412 and 419, shown once on the August statement, p. 3), $4,150 of card fees not posted, and five timing items that cleared by 9 October. It also remembered that the same supplier was double-booked in Q1, because you flagged it in an earlier chat, and delivered the reconciliation and a draft note to the client.

Annual reports, read to the page

Lumi explains a 3.1-point fall in operating margin with a table and a waterfall chart, checks the debt covenant, and delivers a one-page summary

Ask why operating margin fell and whether a covenant is at risk. Lumi pulls the tables, builds the margin bridge chart, checks net leverage against the limit, and cites the page for each figure.

More of the work it takes off your desk

  • Spreadsheets out, not just answers. Variance tables, reconciliations and schedules as real files.
  • Client letters. Draft from your templates, or mail-merge a batch from a spreadsheet.
  • Memory across quarters. Encrypted on your PC; ask what you flagged last quarter and get the answer with its source.

Where client data goes

Nowhere. Ledgers, statements and reports are read on your own graphics card and stored encrypted on your own disk, never uploaded to a server. The only things that go out are what you explicitly ask Lumi to fetch, like a web search or a new model.

What Lumi is not. Lumi isn't a certified compliance product, and we won't pretend it is. It doesn't replace your professional judgement or your firm's policies. It keeps confidential work on a computer you already control, under the rules you already follow.

What you need

A Windows PC with an NVIDIA RTX graphics card. One installer: no Python, no command line.

Questions

Can Lumi reconcile bank statements against a ledger?

Yes. Lumi reads the ledger and the statements, matches the transactions, explains each difference with the row or page it came from, and delivers the reconciliation as a spreadsheet.

Is client financial data uploaded anywhere?

No. Lumi works on your own PC and stores everything encrypted on your own disk. Nothing goes out unless you ask Lumi to fetch something, like a web search.

Does Lumi work on Windows?

Yes. The private beta is for Windows PCs with NVIDIA RTX graphics, where most accounting work already happens.

Private beta

The private beta opens in waves.

Windows PCs with NVIDIA RTX graphics first. The core is free for local use.

Explore LumiSee the benchmarks