LuminaData

LuminaData is an artificial intelligence company focused on finance operations for mid-market and private-equity-backed finance teams. Its platform pairs a diagnostic motion with an automation motion: Lumina Discover uses AI agents to interview staff and ingest source systems in order to map processes and return a quantified EBITDA opportunity, typically delivering a blueprint and roadmap in two to four weeks; Lumina Activate then deploys prebuilt finance agents configured on the business rules Discover captured, with stated go-live timelines of about two weeks.

The agent catalog spans reconciliation (matching transactions across bank, ledger, sub-ledger and intercompany records), cash application, invoicing and cycle billing, collections, management and board reporting, and customer lifecycle tracking. According to the company, the reconciliation agent is live in production while the remaining agents are listed as forthcoming. The company positions the products against generic AI tool adoption, arguing that seat licenses for general-purpose assistants do not change underlying finance workflows.

LuminaData markets vertical solutions for insurance managing general agents and specialty insurers (premium accounting, bordereaux reconciliation, policy lifecycle, multi-carrier cash application), proptech and property platforms (trust accounting, rent reconciliation, multi-bank settlement), and general accounting operations (month-end close, account reconciliation, intercompany, variance analysis).