Agents are specialized intelligent assistants within Lume, each purpose-built for a specific workflow in the Lucanet CFO Solution Platform. Unlike the general Lume chat, agents guide you step by step through complex tasks — such as building financial models — using plain-language instructions.
When you start Lume, you can click an agent card to open that agent. Each card shows the agent’s icon, name, and description.
You can also open an agent from the Agents panel in the Lume sidebar:
1
Click Lume in the main menu.
2
Open the Agents panel from the Lume sidebar. The panel may take a few seconds to load.
The list of available agents is displayed.
Agents panel in Lume
3
Select the agent you want to use.
The agent opens in the chat window, ready to guide you step by step. Suggested prompts help you get started.
Modeler Agent opened in Lume
You can use an agent either directly in Lume or in the solution it is built for. When you use an agent in Lume, it provides direct links to guide you to the relevant results in the solution.
Our Agents family is actively growing. More and more agents for your most important workflows will be available in Lume shortly — so you can get more done, faster.
Automates mapping of consumption data to GHG emission factors and scopes, generating a full carbon footprint significantly faster than manual creation. For more information on using the agent, see Import of Footprints from MS Excel Using ESG Emission Agent.
Modeler Agent
Lets xP&A users build and modify financial models through natural language, drastically reducing the time needed for model creation. For more information on using the agent, see Creating a Model with the Modeler Agent.
Tagger Agent Available in XBRL Tagger only
Automates IFRS taxonomy tagging of financial reports (Word and PDF), cutting the process from days to hours. For more information, see Tagging a Document with AI.
Analyst Agent
Ask questions about your Consolidation & Financial Planning and xP&A data, explore trends across periods and entities, and generate charts — all in natural language. For more information, see Analyst Agent.
Our Agents family is actively growing. Purpose-built intelligent assistants for your most important workflows will be available in Lume shortly — so you can get more done, faster.
Agent
Description
Close Agent
Orchestrates the month-end close — auto-imports data, proposes account assignments, detects anomalies and drafts correction emails to local accountants.
Report Agent
Accelerates annual-report authoring with continuous terminology consistency checks, narrative generation and disclosure suggestions.
This content was generated using AI and reviewed by Lucanet subject matter experts before publication.
