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AI Finance Agent – Powered by Lumina

The backbone of your financial operations

The AI Finance Agent is your always-on financial operations partner, automating workflows, flagging exceptions, supporting audit readiness and delivering real-time insights, so your team can focus on higher-value work.
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Turn financial operations into a strategic advantage

Multifamily finance teams are under constant pressure to do more with less, managing high transaction volumes, ensuring compliance, and closing books faster. It's purpose-built for accuracy, efficiency, and transparency, while reducing manual effort and improving financial performance across your portfolio.

The AI Finance Agent transforms finance from reactive and manual into proactive, automated, and insight-driven, helping you:

Reduce time-consuming manual processes

Improve accuracy and reduce errors

Accelerate reconciliation and close cycles

Gain visibility into financial performance

What the AI Finance Agent delivers

Invoice processing – Automated, accurate, and scalable

  • Extracts invoice data from emails or uploads
  • Applies GL coding based on historical activity
  • Prepares invoices for review with pre-filled details
Result: Faster processing, fewer errors, and reduced manual entry

Bank reconciliation – Simplified and continuous

  • Connects directly to banks or ingests bulk statements
  • Matches bank activity to GL transactions
  • Creates journal entries for unmatched items
Result: Faster reconciliation workflows and stronger close readiness

Recurring expenses – Managed proactively

  • Identifies recurring vendors and standard expenses
  • Flags missing invoices for current and prior periods
  • Supports accrual creation and timely payment of critical vendors
Result: Fewer missed expenses, improved accuracy, and better cash flow control

Contract & task automation – Without the manual work

  • Extracts key contract terms, dates, and obligations
  • Automates workflows like approvals, escheatment, and vendor maintenance
  • Tracks critical deadlines and financial responsibilities
Result: Reduced administrative burden and stronger contract oversight

Financial exceptions & anomaly detection – Before they escalate

  • Flags discrepancies in invoices, reconciliations, and expenses
  • Surfaces anomalies for quick review and resolution
  • Supports close readiness with visibility into open items
Result: Fewer errors, faster resolution, and reduced financial risk

Financial reporting & insights – Delivered in real time

  • Summarizes financial activity and flagged exceptions
  • Generates reports to support better decision-making
  • Provides visibility into trends and performance
Result: Smarter decisions with real-time financial intelligence

AI that works alongside your team

The AI Finance Agent doesn't just automate, it actively supports your team:

Automates financial workflows

Processes invoices, reconciles accounts, and manages recurring expenses to reduce manual effort

Surfaces financial exceptions

Flags anomalies in invoices, reconciliations, and expenses before they escalate

Delivers actionable insights

Generates reports on financial activity, exceptions, and trends for smarter decision-making

Works with your staff

Seamlessly hands off exceptions and tasks requiring human review

A new standard for finance operations

Traditional finance tools require manual effort, constant oversight, and disconnected follow-up. The AI Finance Agent changes that.

  • Proactive - identifies issues before they impact reporting
  • Autonomous - executes multi-step workflows without manual intervention
  • Insight-driven - delivers timely visibility into financial performance
It's not just automation, it's a digital finance teammate that helps keep accounting work moving.

Measurable impact you can see

  • Save 70–116 hours annually per property in invoice processing1
  • Reduce manual errors across invoices and reconciliations
  • Automatically surface financial discrepancies before they escalate
  • Free up team capacity for higher-value, strategic work

1Time-savings estimates are based on 6–10 minutes saved per invoice and an average of 700 invoices processed per property annually. Results may vary.

Built for trust.
Embedded by design.

The AI Finance Agent is:

  • Fully embedded within the Realpage Financial Suite
  • Powered by advanced AI models and real-time data
  • Governed by Realpage's AI Governance Framework for transparency and compliance
  • Designed to support, not replace, your finance team

The AI Finance Agent works behind the scenes to reduce repetitive work, surface exceptions, and help teams stay focused on accuracy, control, and higher-value decisions.

Part of the Lumina AI Workforce

The AI Finance Agent is part of the Lumina AI Workforce - a coordinated network of AI agents across leasing, operations, facilities, finance, and resident services.

Together, they automate workflows, share context, and drive outcomes across the entire property lifecycle.

Transform your financial operations

Move from manual, reactive accounting processes to intelligent, automated financial operations. AI that backs your finance team - every step of the way.