Lumina Agents

Automation that runs inside your workflow

Autonomous agents powered by Lumina AI. They create purchase orders, handle exceptions, forecast demand, route approvals, and enrich data, all following your rules with full audit trails, 24/7.

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Built onto your ERP

Five jobs your system can run itself

Each agent is trained on your data, follows your business rules, and operates within guardrails you define.

PO Creator Agent

Stop Creating Purchase Orders by Hand

Monitors inventory levels in real time, evaluates vendor performance and lead times, and generates optimized purchase orders, routing them for approval or submitting automatically when they fall under your configured thresholds.

  • Real-time inventory monitoring against reorder points
  • Multi-vendor cost and lead time comparison
  • Quantity optimization based on demand forecast and MOQs
  • Automatic routing through your approval hierarchy
  • Full audit trail for every PO decision
Hands-offpurchase order creation

Exception Handler Agent

Exceptions Resolved Before You See Them

Catches backorders, pricing mismatches, credit holds, address failures, and quantity discrepancies. Resolves them using your predefined logic and escalates to the right person only when human judgment is required.

  • Automatic classification by type and severity
  • Resolution from your configurable exception rulebook
  • Intelligent escalation with full context for the reviewer
  • Pattern recognition to prevent recurring exceptions
  • Resolution logging for continuous improvement
Auto-resolvedmost order exceptions

Demand Forecaster Agent

Buy Smarter. Carry Less Dead Stock.

Analyzes 12-36 months of your sales history at the SKU level, factors in seasonality and market signals, and generates demand forecasts with confidence scores so you order the right quantities at the right time.

  • SKU-level forecasting with confidence intervals
  • Seasonal adjustment and trend decomposition
  • Slow-moving and excess inventory flagging
  • Reorder quantity recommendations
  • Integration with PO Creator for end-to-end automation
Lessdead stock and carrying cost

Approval Router Agent

Approvals That Don't Bottleneck

Routes purchase orders, credit requests, returns, and price overrides to the right approver based on amount, type, department, and urgency. Auto-escalates when approvers go silent.

  • Dynamic routing based on your org hierarchy and rules
  • Multi-channel notifications (email, SMS, mobile push)
  • Configurable timeout with automatic escalation
  • Auto-approval under threshold with full audit trail
  • Approval analytics and bottleneck reporting
Fasterapproval cycles

Data Enricher Agent

Clean Data Without the Cleanup Project

Runs continuously in the background, standardizing addresses, deduplicating customer records, enriching vendor data, and flagging stale or incomplete master data so your reports and processes start with clean inputs.

  • USPS/Google address validation and standardization
  • Fuzzy matching for duplicate customer detection
  • Vendor record enrichment with current contact info
  • Missing field detection and auto-fill where possible
  • Data quality scoring and trend reporting
Cleanmaster data, continuously
The Difference

The same process, before and after

Before

Buyer manually checks inventory spreadsheets every morning

After

PO Creator monitors levels 24/7 and generates orders automatically

Before

CSR spends 20 minutes resolving each order exception

After

Exception Handler resolves most exceptions without human touch

Before

Annual demand planning based on gut feel and last year's numbers

After

Demand Forecaster delivers SKU-level weekly forecasts with confidence scores

Before

Approvals sit in someone's inbox for days

After

Approval Router escalates automatically after configurable timeout

Before

Quarterly data cleanup projects that never quite finish

After

Data Enricher runs continuously, maintaining high data quality

Built onto your system

Lumina Agents runs on the ERP you already have

We are an Epicor engineering practice first. The platform is what we build on top once the system underneath is sound.

See the services practice

  • It attaches, it does not replace

    A read-only connection to your existing Prophet 21 or Kinetic. No migration, no parallel system, no change to how your team works today.

  • Fitted to your configuration

    Your schema, your business rules, your terminology. We configure against the system you actually run, including whatever was customized along the way.

  • Installed by the people who know the ERP

    The same engineers who implement, migrate, and rescue these systems. If it needs work on the ERP side first, we can do that too.

Put the first one to work on your system

Most customers start with the PO Creator or Exception Handler. We'll help you pick the agent with the highest ROI for your operation and have it running within two weeks.

Deploy your first Lumina Agent in under two weeks.

Talk to an Engineer

Free 30-minute demo. No obligations. No credit card.