Transforming Accounting Through Strategic AI

Discover how Lumina Agentic's AI co-pilots empower accountants to tackle high-value, judgment-intensive tasks with unprecedented precision and insight.

Proven Impact Across Industries
73%
Risk Reduction
5.2x
ROI
28d
Avg. Deployment

Strategic Accounting Use Cases

Empowering accountants to focus on high-value decisions through agentic AI

Forex Risk Exposure

Automated calculation of optimal hedging strategies to minimize currency fluctuation risks.

Platform Features Applied
RDF Graph Database Multi-Agent System Cloud Agnostic

Treasury Rate Exposure

Predicts Treasury yield movements and constructs optimal hedging for bond portfolios.

Platform Features Applied
Time-Series Analytics News Intelligence Audit Trail

Royalty Accrual Risk

Estimates market sales using OSINT to improve royalty revenue accrual accuracy.

Platform Features Applied
OSINT Integration Predictive Models Custom Branding

Legal & Financial Risk

Identifies complex risks by integrating structured and unstructured data sources.

Platform Features Applied
Document Intelligence Rules Engine Rapid Deployment

Cyber & Third-Party Risks

Analyzes third-party attestations against policies to identify compliance gaps.

Platform Features Applied
Compliance Engine Workflow Adaptive Extensible Architecture

Custom Agent Solutions

Tailored AI co-pilots for your firm's unique accounting challenges.

Platform Features Applied
Custom Development Multi-Model AI
Treasury Management

Forex Risk Exposure Management

Protecting businesses from currency fluctuations through AI-driven hedging strategies

The Challenge

Manual Complexity

Small and mid-sized businesses lack dedicated treasury teams to manage complex forex hedging strategies.

Reactive Approach

Without sophisticated tools, companies often respond to currency moves after significant losses occur.

Limited Expertise

Executing effective derivative strategies requires specialized knowledge not typically available.

Lumina Agentic Solution

Our agentic AI platform continuously monitors currency exposures across all systems, calculates optimal hedging positions, and executes transactions through integrated brokerage partners.

Automated Hedging Workflow
1
Exposure Identification

Agents scan ERP systems for forex exposures across payables, receivables, and balance sheets

2
Risk Analysis

RDF graph database models currency correlations and volatility patterns

3
Strategy Formulation

AI recommends optimal hedging instruments (forwards, options, swaps)

4
Execution & Accounting

Integrated execution with brokers and automatic accounting entries

Platform Capabilities Applied
Multi-ERP Integration Real-time Market Data Broker API Connectivity Compliance Audit Trail
Investment Management

Treasury Rate Exposure Protection

Mitigating bond portfolio risks through predictive treasury yield analytics

The Challenge

Interest Rate Sensitivity

Corporate bonds held by funds are highly sensitive to 30-year Treasury yield fluctuations.

Reactive Hedging

Traditional approaches hedge after rate moves occur, missing optimal protection windows.

Data Overload

Fund managers struggle to process the volume of economic data affecting yield predictions.

Lumina Agentic Solution

Our platform predicts Treasury yield movements using news analytics and time-series modeling, then constructs and executes optimal hedging strategies for bond portfolios.

Predictive Hedging System
1
Economic Signal Processing

Agents analyze 500+ news sources and economic indicators daily

2
Yield Prediction

Ensemble models forecast yield movements with 92% directional accuracy

3
Portfolio Impact Analysis

RDF graph models portfolio sensitivity to predicted yield changes

4
Hedge Execution

Automated derivative trades with integrated accounting treatment

Platform Capabilities Applied
News Analytics Engine Time-Series Forecasting Portfolio Modeling Workflow Adaptive
Licensing & Royalties

Royalty Accrual Accuracy

Enhancing royalty revenue projections through open-source intelligence

The Challenge

Limited Visibility

Licensors rely on licensee-reported data with limited verification capabilities.

Inaccurate Accruals

Revenue recognition based on incomplete data leads to financial restatements.

Dispute Resolution

Reconciling differences in reported sales consumes significant resources.

Lumina Agentic Solution

Our platform estimates product market sales using OSINT data sources, providing licensors with independent verification to improve royalty accrual accuracy.

Market Intelligence System
1
Data Aggregation

Agents collect market data from 20+ public sources including retail APIs, review sites, and social media

2
Market Share Modeling

AI models estimate product sales volume based on market signals

3
Accrual Adjustment

System recommends accrual adjustments based on market estimates

4
Dispute Resolution

Automated reconciliation reports highlight discrepancies for resolution

Platform Capabilities Applied
OSINT Integration Predictive Analytics Custom Branding Rapid Deployment

Ready to Transform Your Accounting Practice?

See how Lumina Agentic can address your specific accounting challenges.