- New family of agents automates critical finance and tax processes across planning, closing, reporting, and ESG, helping finance teams reclaim time and focus on strategic decision-making
- Built on more than 25 years of finance and tax expertise and serving over 6,500 customers worldwide, Lucanet combines deterministic financial calculations with AI reasoning to deliver trustworthy, enterprise-grade intelligence
Lucanet, the leading SaaS platform for the office of the CFO, today announced the launch of its family of agents. The launch transforms Lucanet’s core offering into the intelligent CFO Solution Platform, representing a paradigm shift in how mid-market and enterprise finance and tax teams manage their end-to-end workflows.
Although AI is increasingly embedded across the enterprise, its adoption in finance has been constrained by strict requirements for accuracy, transparency, and compliance. Financial planning, closing, and reporting set a higher bar for AI deployment than many other business processes.
This is exactly what Lucanet is addressing now. Combining 25+ years of finance and tax expertise with cutting-edge AI agents to automate high-friction, high-frequency workflows. Lucanet’s AI solutions are delivering without compromising governance, compliance, and essential human oversight.
Unlike standalone AI assistants, intelligence is embedded as a foundational layer in Lucanet’s platform architecture. Operating within a secure, isolated, and certified environment, AI capabilities are deeply integrated across the platform. Users remain fully in control, overseeing, coordinating, and reviewing the work performed by AI through a deliberate human-in-the-loop design.
"We are steering through a pivotal moment in finance and tax work, defined by ongoing vendor consolidation and the deep integration of AI across the entire office of the CFO," said Elias Apel, CEO at Lucanet. "We’re solving this complexity by empowering financial leadership with intelligence, speed, and confidence. We are enabling a new standard of fast, clear, and strategic decision-making, paving the way toward autonomous finance and tax."
Separating calculation from reasoning: Trustworthy AI by design
Lucanet’s AI strategy is built on a clear separation of responsibilities between deterministic financial computation and probabilistic AI reasoning.
"AI is probabilistic in nature and so not suitable to perform deterministic calculations, but it is exceptionally good at reasoning, interpreting, and explaining," said Kevin Smith, CTO at Lucanet. "That’s why on the intelligent CFO Solution Platform, the division of labor is clearly separated: The core platform handles deterministic calculations in the context of local regulations and standards such as GAAPs, IFRS, ESEF, CSRD, and Pillar 2, while the AI layer manages reasoning, interpretation, and natural language explanation. Ultimately, intelligence inside finance and tax must be trustworthy, traceable, and defensible in front of an auditor."
Lucanet’s family of agents: the way towards end-to-end autonomous finance
Shipping into the platform over the coming months, starting June 2026, the new series of specialized workflow agents operates end-to-end across the critical pillars of planning, closing, and reporting. The family of agents will include:
- The Analyst Agent: Performs detailed variance and driver analysis across financial and operational data, surfacing detailed insights and helping to reduce the monthly reporting cycle time.
- The Close Agent: Accelerates and automates the complexities of the financial close process, automating month-end data imports and validation.
- The Modeler Agent: Allows complex financial and operational models to be rapidly built using natural language.
- The Tagger Agent: Elevates Lucanet’s market-leading XBRL and regulatory tagging capabilities to a fully autonomous level, reducing the effort needed for XBRL tagging by up to 95%.
- The Report Agent: Drafts, enhances, and translates annual reports and checks consistency of language.
- The ESG Emission Agent: Generates Greenhouse Gas (GHG) footprints up to 5 times faster than manual processes.
Orchestrated by Lucanet Lume
These specialized agents are orchestrated through Lucanet Lume, the platform’s conversational layer. Lume serves as a single-entry point where users describe what they need in natural language, and the system intelligently routes the task to the appropriate agent.
Empowering financial leadership around the world
Serving 6,500 customers worldwide, ranging from fast-growing startups and mid-market champions to listed enterprises and Fortune 500 companies, Lucanet’s global footprint ensures that these intelligent tools speak local and functional languages while complying with diverse regional regulations, offering global finance teams a distinct competitive advantage through ironclad governance and advanced automation.
More than a collection of tools, the intelligent CFO Solution Platform and its family of agents enable finance and tax teams to move faster, act with greater confidence, and create measurable business impact. This is where the future of finance and tax management begins.
For more information visit https://www.lucanet.com/en/platform/artificial-intelligence/
Lucanet is the CFO Solution Platform built for modern finance leaders to automate processes including consolidation and financial planning, extended planning and analysis, disclosure management, ESG reporting, lease accounting, tax compliance and reporting, and banking and cash management. 6,500 companies around the world rely on our easy-to-use and out-of-the-box cloud platform to help them lead with ease by managing their strategic and reporting needs with speed and accuracy. The company is headquartered in Berlin with additional offices in Germany, Austria, Switzerland, the Netherlands, Belgium, Spain, France, Italy, the United Kingdom, China, Singapore, Japan and the United States. Together with an international partner network, Lucanet’s professional service team and 900+ employees worldwide focus their passion and expertise on the performance and success of the office of the CFO.
Lucanet AG
Karl-Liebknecht-Str. 14
10178 Berlin
Telefon: +49 (30) 469910-0
Telefax: +49 (30) 469910-29
http://www.lucanet.com
Cosmyc Partners
Telefon: +49 (173) 6041-071
E-Mail: lucanet@cosmycpartners.io
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