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Most AI tools weren’t built for the precision, compliance, or workflows finance teams need. In this guide, we break down why general-purpose AI like ChatGPT falls short in tasks like reconciliations, revenue recognition, and SOX controls—and how purpose-built finance AI like LuminaData is changing the game. Learn what to look for in an AI solution, how to evaluate vendors, and what it takes to get real ROI fast.

Discover why automation is now critical for accounting firms to scale without adding headcount. Learn how LuminaData helps streamline reconciliations, cut errors, and unlock higher-value advisory work through a practical 4-pillar automation framework.

A mid-market ecommerce 3PL shipping thousands of orders every week was leaking revenue without realizing it. Duplicate charges, unbilled shipments, and unexpected surcharges slipped through because the finance team relied on slow, manual Excel audits. By deploying LuminaData’s Excel-native AI agents, the 3PL automated its freight audits — reconciling carrier invoices against shipment records and flagging every mismatch by type. The result? $20K+/month in recovered overcharges, audit cycles cut from 10 hours to under 1 hour, and no new systems required.

Finance teams today are surrounded by enterprise systems—ERPs, CRMs, BI tools—but still buried in spreadsheets. Manual reconciliations, late closes, and burned-out teams are the norm, not the exception. At LuminaData Inc., we’re building AI agents that work inside Excel—to automate reconciliation workflows without requiring teams to change tools, retrain, or rip-and-replace.