Claude Partner NetworkOfficial Anthropic partnerFor CFOsAI agents for CFOs and finance leaders.
Close faster, collect sooner and see cash earlier, with controls your auditors will recognize.
For a CFO, AI agents take over the transaction-heavy work in finance: invoice processing, collections, reconciliations, close checklists, expense audits and cash forecasting. Approvals stay with your team and every step leaves an audit trail.
Where agents move the numbers you own.
- ✓Days to close
- ✓DSO and cash conversion
- ✓Cost per transaction in AP and AR
- ✓Controls and audit trail
Four plays for CFOs.
Accounts payable
Invoices read, matched to PO and receipt, coded and routed to the right approver before the due date.
Agents that do itCollections and cash
Accounts prioritized by risk, dunning on the customer's channel and a 13-week cash forecast.
Agents that do itClose and reconciliation
Reconciliations and variance commentary prepared for the controller to review.
Agents that do itSpend, expenses and tax
Every expense audited against policy, spend classified and sales tax checked before filing.
Agents that do itOne metric per agent, agreed before the build.
Days to close
DSO
Cost per invoice processed
Spend under contract
From one process to one agent in production.
We start small on purpose: one business process, one business metric, one go/no-go decision. You only expand when the numbers say so.
We review your processes and pick the one with the clearest payback.
Real workflow, rules, systems access, the success metric and the kill criterion, agreed in writing.
Shadow mode, then supervised production with your team approving exceptions.
Expand to the next process if the metric moved. If it didn't, we stop.
Companies that trust Luby
The people who work with Luby speak for us.
“The way they understood our vision and turned it into a working product is truly impressive.”
Rafael Rjeille CordeiroCEO, Yangflow“Everyone is professional, agile and flexible. They are open to feedback and keep improving their process.”
Jason MeltzerCTO & Co-Founder, Papaya“Luby is an innovative company that is committed to its projects. I feel confident taking on the most challenging work with them as partners.”
Wilson Baraban FilhoCTO, Inter&Co23 years of shipping software. A journey designed to remove risk.
Luby has taken more than 1,350 projects to production for companies in the US and Latin America. North American leadership in Miami, senior nearshore engineers whose working day overlaps yours. About Luby →
Discovery with a written exit
Scope, success metric and kill criterion agreed in writing before any code. If the case doesn't hold up, you stop there.
Shadow mode first
The agent runs next to your team without touching anything. You compare its decisions with your people's before it goes live.
Your people approve
Supervised by default: every high-impact action has an approver, an audit trail and a kill switch your business team controls.
Your cloud, your data
Deployed in your cloud or an isolated environment, models under no-training terms. AWS and Google Cloud certified partner.
Get a CFO-level shortlist of AI agent opportunities
Thirty minutes with a senior AI architect. You leave with the three processes where agents would pay off fastest, the metric for each and what it would take.
- 1A senior architect, not an SDR30 minutes with someone who has shipped agents to production.
- 2Your top 3 agent opportunitiesRanked by payback, with the systems and approvals each one needs.
- 3No commitmentYou keep the shortlist whether or not you work with Luby.
AI agents for CFOs: common questions
What finance processes should we automate with AI agents first?
Accounts payable, collections and reconciliations: high volume, clear rules and a direct effect on cost and cash.
How do AI agents fit our internal controls?
They follow your approval matrix, never approve their own work above thresholds and log every action with evidence, which helps document controls for your auditors.
Can agents work with NetSuite, QuickBooks or SAP?
Yes, through APIs or secure browser automation, with least-privilege access.
How do we measure ROI?
Pick one metric before the build, such as days to close, DSO or cost per invoice, and track it from shadow mode onward.
More questions from CFOs
all executive questions →- How much does an AI agent cost?
- How do I calculate the ROI of an AI agent?
- What can an AI agent do in accounts payable?
- Can AI agents reduce DSO?
- Can AI agents speed up the month-end close?
- Are AI agents compatible with SOX and internal controls?
- Can AI agents improve cash forecasting?
- How should we pay for AI agents: fixed fee, per use or outcome-based?
- Can AI agents help with sales tax and other compliance work?
- Can AI agents find savings in our spend?