Using the Assistant

Ask LUMA questions about your business finances.

The LUMA assistant lets you ask questions about your finances in plain language and get instant answers.

#Access the assistant

  1. Open LUMA
  2. The assistant is available from the home screen
  3. Type your question
  4. Get an instant response

#What you can ask

The assistant understands questions about your financial data:

#Revenue and income

  • "What was my revenue last month?"
  • "Show me revenue by customer this quarter"
  • "How does this month compare to last month?"

#Expenses and spending

  • "What did I spend on software last quarter?"
  • "Show my top expenses this year"
  • "How much have I spent with Amazon?"

#Cash and runway

  • "What's my current balance?"
  • "How long will my cash last?"
  • "What's my monthly burn rate?"

#Invoices

  • "Do I have any overdue invoices?"
  • "Who owes me money?"
  • "Show unpaid invoices for Acme Corp"

#Time tracking

  • "How many hours did I track this week?"
  • "Show time by project this month"
  • "What's unbilled for Client X?"

#How it works

The assistant:

  1. Understands your question using AI
  2. Queries your actual LUMA data
  3. Returns accurate, real-time answers

It's not making up numbers—it's reading from your transactions, invoices, and tracked time.

#Tips

  • Be specific: "Revenue last month" is better than "How am I doing?"
  • Include time periods: "this month," "last quarter," "in 2024"
  • Ask follow-ups: The assistant remembers context in a conversation

#Limitations

The assistant can answer questions about data in LUMA. It cannot:

  • Make predictions or forecasts
  • Access external data
  • Make changes to your account (it's read-only)
  • Answer questions about features not yet available

#Privacy

Your conversations with the assistant are private. We don't use your financial data to train AI models.