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S02Finance & Automation

A clean ledger, automatically.

Automated ledgers, reconciliation, audit-ready statements - and the ESG numbers on the same chart of accounts.

Most finance teams spend more time gathering data than understanding it. We automate the boring half of finance: invoice extraction, ledger posting, reconciliation, statements. The time you save goes into the decisions that actually move the number. The same ledger that produces your P&L produces your sustainability metrics: tag a vendor, route, or category once and the ESG report writes itself alongside the financial close.

S02 / Finance & Automation
Live
+ Capabilities

What we deliver

C01

Invoice extraction

Pull structured line items, totals, tax, and (where available) emissions data from emailed PDFs and attachments.

C02

Automated double-entry

Every transaction posts a balanced journal entry with learned payee resolution.

C03

Financial & ESG reporting

Trial Balance, Income Statement, Cash Flow, Balance Sheet. Plus carbon-footprint and other ESG disclosures, all generated from the same live ledger so the numbers reconcile by construction.

C04

Audit-ready by default

Every classification, edit, and override is logged and reversible. Nothing happens silently - the audit trail holds for both financial and sustainability claims.

+ Built on Lumen

Finance & Automation is a projection of the platform.

Lumen provides the Sources, Objects, and Decisions layers. This solution is the Surface on top.

Objects in scope

  • Account
  • Journal
  • Vendor
  • Invoice
  • Donor
  • Transaction
See Lumen
Related Product

LedgerAI

Our flagship product is the answer to most of what's on this page. See it in action.

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