LumenFI: An AI Finance Companion Built for Real-Time, Confident Decisions
Schneider Downs Digital (SD Digital) has introduced LumenFI, an AI-driven finance companion that delivers real-time, secure insights for finance and operations teams. The focus is simple: make data easier to read, faster to act on, and governed end-to-end.
Built on generative AI and machine learning, LumenFI learns from how your team works and continually refines its output. According to John Huckle, Chief Digital Innovator at SD Digital, the platform cuts the gap between insight and action from weeks to seconds-reducing the grind of ad-hoc reporting.
What's Inside LumenFI
LumenFI functions like a virtual finance team with defined roles across accounts payable, accounts receivable, revenue, and orchestration. Each role adapts to prompts and preferences, surfaces the next best step, and reflects your organization's priorities.
- Accounts Payable: Flags exceptions, duplicate risk, and spend anomalies before they hit the close.
- Accounts Receivable: Prioritizes collections with signals on payer risk and expected timing.
- Revenue: Highlights forecast drift, revenue recognition issues, and data gaps that block clarity.
- Orchestration: Coordinates tasks and handoffs across the finance process to keep work moving.
Why Finance and Operations Teams Will Care
- Faster closes: Immediate answers on variances, accruals, and adjustments.
- Cleaner cash visibility: Real-time indicators on DSO, aging, and expected cash.
- Fewer one-off asks: Self-serve insights reduce reporting bottlenecks.
- Governed access: Data controls and auditability support compliance and trust.
How It Works Day to Day
- Ask plain-language questions and get direct answers backed by your finance data.
- The system observes preferences and routines, then personalizes what it surfaces next.
- Role-based AI monitors activity and flags issues before they become rework.
- Orchestration aligns tasks and approvals so teams spend less time chasing status.
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"With generative AI, LumenFI reduces the time between insight and action from weeks to seconds, safely democratizing finance data and removing the need for ad-hoc reporting," said John Huckle, Chief Digital Innovator at SD Digital.
Practical Ways to Pilot
- Pick one area-AP, AR, or revenue-and define three questions you ask every week.
- Set clear guardrails: roles, data scopes, and escalation paths.
- Track outcomes that matter: days to close, DSO, write-offs, and cycle time per task.
For details or a demo, visit LumenFI or email contact@sddigital.com.
About SD Digital
SD Digital helps organizations turn technology into practical change through business-focused, technology-enabled solutions. The team emphasizes speed to value, usability, and measurable outcomes. Contact: contactsd@schneiderdowns.com.
About Schneider Downs
Schneider Downs is a Top 60 independent CPA firm offering accounting, tax, audit, and advisory services to public and private companies, not-for-profits, and global organizations. The firm serves clients across PA, OH, WV, NY, MD, and additional states, with offices in Pittsburgh, Columbus, and McLean.
If you're upskilling your team on AI for finance and ops, explore curated resources here: AI tools for finance.
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