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Lumi Ledger

Your automated financial analyst. Expert in cash flow, vendor spend, and profit margins. Optimized for QuickBooks data.

Install Agent
Runs locally in browser

Capabilities

Cash Flow Forecast

Runway Modeling

Net Dollar Retention

Vendor Audit

Budget Variance

GL Classification

Input / Output

Accepts (Input)

  • Standard CSV/Excel

Generates (Output)

  • Insights & Charts

Boardroom Role

Vote TypeADVISOR

Expert Domains

FinanceAccounting

Under the Hood

This agent uses specialized SQL macros to perform deterministic calculations. It does not hallucinate math.

# Logic Sample: Interaction Rule

SELECT * FROM defects a
JOIN defects b
ON ABS(a.pos - b.pos) < (0.25 * a.length)

Memory & Context

This agent keeps short-term conversation context and draws on a domain knowledge base of General Industry Standards, plus a persistent memory that recalls relevant past findings by semantic similarity.