LumenFI

From Data to Decisions in Seconds with our AI-Powered Digital Finance Companion

Every CFO knows the pain of traditional reporting: endless emails, disparate spreadsheets, slow cycles, and overloaded teams that delay decisions. In today’s fast-moving environment, leaders cannot afford to wait weeks for answers while opportunities and risks unfold in real time. The challenge is not only speed but also confidence. Too often, traditional reporting leaves leaders questioning whether they have the full story, forcing them to react after the fact instead of leading with foresight.

LumenFI helps organizations see the best path forward with their financial data, illuminating insights that accelerate smarter decisions. Built on the Microsoft stack many organizations already use, it empowers CFOs to engage with their data in plain language and unlock insights in seconds. By eliminating ad hoc reporting and embedding intelligence into familiar tools, it ensures that financial data is clear, governed, and actionable across the organization.

LumenFI transforms finance from a reporting function into a strategic driver of growth, equipping leaders to anticipate opportunities, mitigate risks, and deliver measurable bottom line impact with clarity and confidence.

Your Finance Team, Reimagined with AI

With LumenFI, access to financial insights moves at the speed of business. Think of it as your AI-empowered finance team, always available, continuously learning, and integrated through Microsoft Teams to deliver insights when you need them. Together, they cover the core areas of finance with focused expertise:

LumenFI AI Bots

Accounts Receivable
Oversees collections and monitors customer payment trends

Accounts Payable
Manages obligations and improves payment efficiency

Orchestration
Acts as the executive of your AI team, ensuring governance, accuracy, and alignment across all responses

Revenue
Provides topline insights and supports forecasting accuracy

Always on and accurate, LumenFi transforms data into foresight, giving leaders the confidence to shape strategy, drive performance, and deliver measurable impact.

The Benefits of AI-Powered Financial Reporting

Beyond financial functions, our AI-powered finance solution delivers real-time, governed insights that make financial data clear, actionable, and secure, all within the Microsoft platform where your business already works.

    • Collaboration in Microsoft Teams and 365 Copilot for faster alignment across the business
    • Flexible outputs in Excel, email, Teams, or board-ready visuals
    • Immediate answers with natural language queries
    • Reduced workload by eliminating backlogs of ad hoc requests
    • Streamlined setup that strengthens your data foundation

With these capabilities, finance leaders gain immediate, actionable insights that drive clarity, speed, and confidence in every decision.

About SD Digital

SD Digital helps organizations translate technology to transformative change and realize the best version of themselves. With a forward-thinking cap and digital lens, we empower organizations to realize the art of the possible with the power of digital through business-focused and technology-enabled solutions, built on an unwavering commitment to practicality, speed to market and the user experience.

Learn more on our dedicated SD Digital page or contact the team directly at [email protected].

 Solver Partner Award 2025  

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