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Agents · Your own agent

Your process.
Your agent.

No standard fits your organisation exactly. So we build the agent with you: from your objects, your rules and your approval points, on the same platform as all others.

See your agent live

01How it is built

Six steps, together with your experts.

  1. 01

    Describe the process

    You tell us how the process runs today. We listen; you need no documents.

  2. 02

    Define the objects

    Customers, files, applications, invoices: the things you work with and how they relate.

  3. 03

    Capture the rules

    From policies, checklists and experience. Every rule with its source, versioned.

  4. 04

    Set approvals

    At which points a person decides. And who.

  5. 05

    Test on real cases

    With cases you bring. Until the result fits.

  6. 06

    Go live

    Afterwards you change rules yourself, in plain words. Changes go live only with your approval.

02Examples

Processes we have already modelled.

A selection from our library of ready-made industry processes. Yours is not listed? Just get in touch, we have many more.

  • Banks & financial services →

    • Financial statement analysis

      From annual accounts to a sourced analysis, in eight steps.

    • Loan application

      From application to payout. A complete file at the first vote.

    • Intra-year credit monitoring

      More credit risk management, with the same team.

    • KYC & onboarding

      Check new customers without chasing documents.

  • Tax advisory →

    • Annual accounts to presentation

      If a document is missing, you see it before the meeting. Not during it.

    • Tax office and SVS account check

      When a client calls, you have the tax office and SVS on one page.

    • Monthly VAT return

      From receipt intake to approval. Every month, for every client.

    • Client onboarding

      Master data that fits the legal form. Contracts from your templates.

  • Law firms →

    • Back-office assistant

      Incoming mail, deadlines, correspondence and invoices. Prepared for your lawyers.

    • Incoming mail & deadlines

      Every document in the right file. Every deadline with a reminder date.

    • Time records & invoices

      What you do is on the invoice.

    • Client intake

      From the enquiry to an open file. With no deadline left open.

    • Purchase contract & escrow

      From the purchase agreement to the land register entry. Every deadline in view.

  • Mid-market & industry →

    • Request to quote

      Hours instead of days to a quote ready for approval.

    • Purchasing & offer review

      Every supplier offer checked against your request before anyone compares.

    • Supplier invoice

      Invoice, order and delivery note matched before anyone looks.

    • Inspection duties

      No inspection deadline expires unnoticed.

03What stays the same

Your agent does not compute with AI either.

4.812.330

↳ JA_2025.pdf · p. 14, line 3

01

The AI reads.

For every figure you see where it comes from: document, page, quote. One click takes you there.

34,2 %

Equity / total assets · fixed formula

02

The software computes.

Fixed formulas, not AI. The same inputs give the same result. You see the calculation path for every value.

Approve

Name · time · reason in the audit trail

03

Your team decides.

Nothing changes and nothing leaves without approval. Who, when, what and why is written to the audit trail and cannot be altered.

Marcus M. Ziegler

Founder & CEOBirgitz, Tyrol--:--

A demo directly with Marcus.

30 minutes on your example. Marcus shows you what the LumeSec AI Platform can do. Afterwards you know what an agent takes over for you.

30 min · Microsoft Teams · German or English

What should we look at?

We show: a process you bring along

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