LUNARI
Pricing
Tools We Replace
AI
Finance Operating System

Every accounting
function. One platform.

Month-End Close. Accounts Payable. Accounts Receivable. Treasury. Fixed Assets. Tax. Audit. All in one platform — one data model, one audit trail, zero integration tax.

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Close
Close calendar
AP
AP invoices
AR
AR invoicing
Treasury
Bank feeds
Assets
Fixed assets
Tax
Filing calendar
Audit
PBC requests
ONEPlatformONE DATA MODEL
15 Accounting FunctionsOne Shared data layer3–4 Day Close$207K+ Stack ReplacedZero Integration TaxAudit-Ready Year-Round15 Accounting FunctionsOne Shared data layer3–4 Day Close$207K+ Stack ReplacedZero Integration TaxAudit-Ready Year-Round15 Accounting FunctionsOne Shared data layer3–4 Day Close$207K+ Stack ReplacedZero Integration TaxAudit-Ready Year-Round15 Accounting FunctionsOne Shared data layer3–4 Day Close$207K+ Stack ReplacedZero Integration TaxAudit-Ready Year-Round
01
01 — Capture

Transaction Engine

"Every transaction. Coded automatically. Exceptions routed immediately."

The Transaction Engine is the transaction capture layer. Every invoice, expense, bank feed, card transaction, and purchase order enters here — coded automatically by a rules engine that learns from every transaction.

Treasury · Bank feeds & cash position

Your cash position is always current. Not a month-end task.

Connects every bank account and financial institution to Lunari in real time. Bank feeds reconcile daily. Cash position is visible across every entity and every currency at any moment.

Real-time bank feed connection across all accounts and currencies
Daily automated reconciliation — not a month-end exercise
Multi-entity cash position dashboard, always current
Unmatched items flagged immediately with context attached
Replaces the manual treasury spreadsheet entirely
What changes

The cash position is always current. The bank reconciliation is not a month-end task. It is a continuous process that has already happened before the close window opens.

lunari.cloud/treasury
Treasury · Cash Position
Live · 4 accounts · 3 currencies
● All reconciled
Total Cash · All Entities
$5,284,700
↑ $124,500 from yesterday
Operating — Chase
Reconciled
$2,847,320
Payroll — Wells Fargo
Reconciled
$482,100
EUR Reserve — HSBC
Reconciled
€1,204,800
GBP Operating — Barclays
1 unmatched
£318,440
Accounts Payable · AP invoices & payment runs

87% of invoices coded and posted without human intervention.

Receives every supplier invoice — by email capture, API connection, or upload — and processes it automatically. The rules engine codes the invoice to the correct GL account, cost centre, and entity.

Automatic invoice capture by email, API, or upload
Rules-engine GL coding: vendor, amount, line item, entity
3-way matching against PO and goods receipt — automatic
Exception routing to approvers with full context attached
Payment runs generated, scheduled, and journal entries drafted
What changes

The AP function shifts from a coding and chasing operation to an exception-management function. Routine invoices post without human intervention. The team's time goes to the 15% that require judgment.

lunari.cloud/payiq
Accounts Payable · Invoice Queue
87% auto-coded
142
Received
124
Auto-coded
11
In approval
7
Exceptions
Amazon Web Services
6200 · Cloud Infra
Auto-coded
$18,420
Salesforce Inc.
6310 · CRM Software
Auto-coded
$12,800
Acme Consulting LLC
7100 · Professional Svcs
Awaiting approval
$45,000
WeWork NYC
6100 · Rent & Facilities
Auto-coded
$22,500
Unknown Vendor #4821
— Unmatched —
Exception
$3,200
02
02 — Prepare

Accounting Engine

"The period-end work is done before the close window opens."

The Accounting Engine is the period-end preparation layer. Accruals, depreciation, amortisation, revenue recognition, lease accounting — all scheduled, all automatic, all posted to the platform without manual initiation.

Journal Management · Automated journal entries

Recurring journals post themselves. On schedule. Every period.

The journal entry engine for all scheduled, recurring, and automated entries. Depreciation, amortisation, prepaid expense release, payroll accruals, intercompany eliminations — all configured once and posted automatically at period end.

Recurring journals configured once, posted automatically every period
Depreciation, amortisation, prepaid release — all scheduled
Payroll accruals posted from payroll integration data
Intercompany eliminations generated automatically on consolidation
Every entry carries its support memo — attached at posting
What changes

The accountant's time at period end shifts from preparing journal entries to reviewing them. The preparation has already happened. The review takes 30 minutes, not four hours.

lunari.cloud/journaliq
Journal Management · March Schedule
14 / 14 posted
Journal Entry
Date
Amount
Status
Depreciation — Fixed Assets
Mar 31
$24,800
Posted
Prepaid Insurance Release
Mar 31
$4,200
Posted
Payroll Accrual — March
Mar 31
$186,400
Posted
Lease Amortisation — ROU
Mar 31
$12,300
Posted
Intercompany Elimination
Mar 31
$38,000
Posted
Deferred Revenue Release
Mar 31
$92,500
Posted
Support memo attached to every entry · Immutable audit log
03
03 — Close & Assure

Close Engine

"The close calendar opens mostly green. The investigation happened during the month."

The Close Engine is the close and assurance layer. It enforces the close calendar with system-sequenced tasks — Task B is locked until Task A is confirmed complete, by the system, not by email.

Month-End Close · Close calendar & task sequencing

Day 3 of 4. On track. No email required.

The close calendar is configured with every task, every dependency, every owner, and every deadline. When the close window opens, Month-End Close sequences the tasks in dependency order — bank recs before journals, journals before reconciliations.

Close calendar with every task, dependency, owner, and deadline
Tasks sequenced in dependency order — enforced at system level
Period lock enforced by the system — not an email to stop posting
Real-time status of every task across every entity: green, amber, red
Controller sees precisely where the bottleneck is and who owns it
What changes

Close management stops being an email and spreadsheet exercise. The status of the close is visible to everyone with access, in real time, without anyone updating a tracker.

lunari.cloud/closeiq
Month-End Close · March Close
Day 3 of 4 · On track
Day 1
Day 2
Day 3
Day 4
Bank Reconciliations
J. Kim
Payroll Accrual
Auto
Revenue Recognition
A. Torres
Lease & Asset Entries
Auto
Balance Sheet Recs
J. Kim
Management Accounts
A. Torres
Controller Sign-off
CFO
Period lock: Apr 5 · CFO override required after
Reconciliation · Balance sheet reconciliations

Pre-populated. Exceptions highlighted. Sign-off in 30 minutes.

Every balance sheet account has a reconciliation template configured — the GL account, the expected movements, the supporting schedule or sub-platform, and the sign-off requirement. Pre-populated with closing balances from sub-ledgers.

Every balance sheet account has a reconciliation template configured
Pre-populated with closing GL balance and movements from sub-ledgers
Unexplained difference highlighted — accountant explains the residual only
Variances above materiality threshold routed to Controller review queue
Sign-off logged permanently with timestamp and user record
What changes

Balance sheet reconciliation preparation drops from three to four hours per account to thirty minutes of review. The accountant's time goes to explaining the unexplained — the only part requiring expertise.

lunari.cloud/balanceiq
Reconciliation · March Recs
1 exception · 5 signed
⚠ Exception · Accounts Payable
GL Balance: ($982,400) · Sub-platform: ($981,200)
$1,200 gap
Opening balance
($940,000)
($940,000)
$0
Invoices received
($284,600)
($284,600)
$0
Payments made
$242,200
$242,200
$0
Unposted items
$0
$1,200
($1,200)
Cash & Equivalents
J. Kim
$5,284,700
Accounts Receivable
A. Torres
$1,842,300
Prepaid Expenses
J. Kim
$284,100
Deferred Revenue
A. Torres
($2,140,000)
Audit & Controls · Evidence packs & PBC management

Any transaction. Any period. Complete evidence chain in 10 seconds.

When an auditor submits a PBC request, the items are mapped to the Lunari evidence chain automatically. Where the evidence exists in Document Vault, it is retrieved and packaged immediately — no searching, no chasing.

PBC items mapped to Lunari evidence chain automatically
Invoice, approval, journal entry, reconciliation, sign-off — all linked
Any transaction from the last three years: complete chain in ten seconds
Real-time PBC status tracking visible to finance team and auditors
Audit preparation: 300–400 hours → approximately 80 hours
What changes

Audit preparation drops from 300–400 hours of sprint work to approximately 80 hours of review. The evidence was attached at the time of processing — not gathered at the time of audit.

lunari.cloud/auditiq
Audit & Controls · PBC Tracker · FY2025
94 of 100 complete
Revenue
18/ 18
AP / Expenses
24/ 24
Payroll
12/ 12
Fixed Assets
14/ 15
Leases
8/ 8
Equity
18/ 23
Evidence Chain · JE-2025-0847 · Retrieved in 8s
Invoice received
AWS_Invoice_Oct_2025.pdf · $18,420
Oct 3, 09:14
Auto-coded to GL
6200 · Cloud Infrastructure · Accounts Payable
Oct 3, 09:14
Approved
J. Kim · VP Finance · $50K threshold
Oct 3, 11:32
Journal posted & locked
JE-2025-0847 · Period Oct 2025
Oct 31, 23:59
Document Vault — Evidence Backbone

Evidence attached at transaction time.Not gathered at audit time.

Document Vault is not a document management system. It is the evidence backbone shared by all 15 accounting functions — the layer that attaches supporting documentation to every transaction, every journal entry, every approval, and every sign-off at the moment it occurs.

Audit preparation: 300–400 hrs → ~80 hrs
320 hrs freed = $24K–$48K of absorbed senior team time, annually
lunari.cloud/vaultiq
Document Vault · Evidence Backbone
100%
Transactions with evidence
100%
Journal entries with memo
8 sec
Avg. retrieval time
~240h
Audit prep hours saved
Evidence Nodes · Any Transaction
📄
Source Doc
GL Coding
Approval
📒
Journal Entry
🔒
Period Lock
Audit prep: 300–400 hrs → ~80 hrs · $24K–$48K freed annually
Platform Primitives

The infrastructure sharedacross all three agents.

1
Entity Context

Every transaction, entry, approval, and report carries entity context from the moment it is created. Consolidation is a natural output of the platform, not a separate exercise.

2
Period Context

Every transaction is period-aware from the moment of capture. When the period is locked in Month-End Close, posting to that period is prevented at the system level.

3
Approvals Engine

Every approval workflow across every module runs through one engine. Approval matrices configured once: by amount, entity, account, transaction type, and role.

4
Rules Engine

The coding intelligence of the Transaction Engine. Learns from every transaction. After twelve months, handles the majority of routine transactions without manual intervention.

5
Audit Log

Every action taken by every user is logged permanently in an immutable audit log. Cannot be edited, amended, or deleted. Available to external auditors through Audit & Controls.

6
Work Queue

The exception management layer shared across all three agents. Every flagged exception lands here with full context. Configurable SLAs escalate automatically.

The autonomous finance team.

One platform. One platform. Zero integration tax.

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REPLACED
The Reckoning

Your finance stack
is already obsolete.

Every tool below was built to solve one problem. Finance teams ended up managing eleven problems — plus the integrations between them. Lunari replaces all of them with one platform, one data model, one close cycle.

BlackLine
Close Management
FloQast
Close Management
Tipalti
Accounts Payable
Bill.com
Accounts Payable
Coupa
Procurement
Expensify
Expense Management
Workiva
Reporting & Compliance
LeaseQuery
Lease Accounting
Avalara
Tax Compliance
Vena
FP&A / Reporting
NetSuite
ERP (Partial)
+ more
The list grows
11
Tools replaced
45+
Integrations eliminated
$207K+
Saved per year
1
Platform to learn
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