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Call Receptionist
Every call answered, day or night
Call Outreach Agent
Your whole list worked, not the top of it
Speed-to-Lead Agent
New leads called inside a minute
Content Marketing Strategist
Researches, films and posts every day
Conversion Rate Specialist
Turns the traffic you have into calls
Developers
API
REST for calls and numbers
MCP
Give your AI client a phone
Services
Custom Agentic Workflows
We build what no product on this list covers
Industries
E-commerce ConsultingNew
1:1 GTM expert, +50% conversion in 14 days
Wholesale Distributors
The counter line in, the whole account base out
Outbound Sales
Verify the list, work it, hand over the yeses
Dealerships
Sales floor and service drive, one number
Developers
Telephony and caller trust under your own agent
Legal Practices
Live intake, conflict fields, booked consults
Software & SaaS
Called while the signup tab is still open
Trades & Contractors
Answered on site, triaged, on the board
Freight & Logistics
Cover the load, then run the check calls
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How AI receptionists work
From the first ring to the booking
Virtual vs AI receptionist
A human service or an agent, compared
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After-hours answering service
Nights, weekends and holidays covered
Medical answering service
Call coverage for clinics and practices
Real estate answering service
Every buyer and seller call picked up
HVAC answering service
No-heat calls answered and booked
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Features, pricing and setup
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Custom Agentic Workflowstaking briefs

Agents for the back office no software covers.

Our engineers build AI agents for the work your team does by hand between systems: orders, deductions, freight bills, the close. They run inside the ERP, inbox and portals you already have, and ask a person whenever they are unsure.

Book a scoping call
Scoped in
3 days
On your data in
2 weeks
Systems to replace
0

Works inside the systems you already run

  • NetSuite
  • SAP
  • Dynamics 365
  • Sage Intacct
  • QuickBooks
  • Acumatica
  • SPS Commerce
  • EDI X12
  • Walmart Luminate
  • Amazon Vendor Central
  • Shopify
  • Salesforce
  • HubSpot
  • Gmail
  • Outlook
  • SharePoint
  • Google Sheets
  • SFTP
  • Snowflake
  • Slack
  • NetSuite
  • SAP
  • Dynamics 365
  • Sage Intacct
  • QuickBooks
  • Acumatica
  • SPS Commerce
  • EDI X12
  • Walmart Luminate
  • Amazon Vendor Central
  • Shopify
  • Salesforce
  • HubSpot
  • Gmail
  • Outlook
  • SharePoint
  • Google Sheets
  • SFTP
  • Snowflake
  • Slack

Consumer packaged goods

Six workflows we build for CPG brands again and again.

A growing CPG brand runs on retailer EDI, distributor portals, a 3PL and a finance team of three. The work between those systems is where the hours, the chargebacks and the deductions go. Pick one to see how the agent runs it.

Wholesale Order-to-Cash

TodayPOs arrive as EDI 850s, emailed PDFs, spreadsheets and portal entries. Someone keys each one into the ERP, checks price, pack size and ship window by eye, then builds the 855, 856 and 810 by hand. The ASN is where the chargebacks come from.

Trigger

A purchase order lands: EDI queue, order inbox or a retailer portal

  1. Reads the PO in whatever shape it arrived and maps the buyer's item numbers to your SKUs
  2. Checks price against the price list or deal, MOQ, credit hold and available inventory
  3. Creates the sales order in the ERP and sends the 855 inside the retailer's window
  4. Builds the 856 from the 3PL's pick and pack data and checks it against the order before it goes
  5. Sends the 810 and watches for the remittance
Where a person decides

A price that does not match the deal, a discontinued SKU or a short ship goes to your team with a drafted reply to the buyer.

Connects to

  • NetSuite
  • SAP Business One
  • SPS Commerce
  • Orderful
  • 3PL WMS
  • Order inbox

What we measure

  • Orders entered without a touch
  • 855 sent inside the window
  • ASN compliance chargebacks

Shipped

Workflows already running for brands like yours.

Described, not named. Back-office work is the part of a business people least want on a vendor's website, and we keep it that way.

Wholesale Order-to-Cash

Natural foods brand selling into grocery and club

BeforeTwo people keyed POs from EDI, email and three distributor portals into the ERP, and ASN mistakes came back as chargebacks a month later.

What we built

  • One intake for EDI, email PDFs and portal orders
  • Price, pack and ship-window checks against the deal sheet
  • 855 and 856 generated from 3PL data and verified before sending

NowClean orders flow straight into the ERP. The team only sees the mismatches, each with a drafted reply.

  • NetSuite
  • SPS Commerce
  • 3PL WMS
Shipment Exceptions

Beverage company shipping to national retail

BeforeOTIF fines were found on the remittance, weeks after the load, with the evidence spread across carrier emails and a 3PL portal.

What we built

  • Daily watch on every open load against its must-arrive-by date
  • Carrier escalation while a late load could still be saved
  • Dispute packets assembled from BOL, POD and appointment records

NowAt-risk loads surface while there is still a day to act, and every fine arrives with its dispute already drafted.

  • Retailer portal
  • 3PL portal
  • Carrier email
Billing Audits

Personal care brand with a 3PL network

Before3PL and freight invoices were paid as billed. Nobody had the hours to check accessorials against the contract.

What we built

  • Every invoice re-rated against the rate card and fuel table
  • Accessorials checked against gate times and warehouse scans
  • Disputes drafted and queued for one weekly review

NowEvery invoice is audited, not a sample, and the weekly review is the only manual step left.

  • 3PL billing
  • TMS
  • QuickBooks
Month-End Close & AP / AR

Snack brand with a two-person finance team

BeforeThe close took most of the second week, and retailer deductions were written off because nobody could research them in time.

What we built

  • Daily bank and subledger matching through the month
  • Accrual drafts with support attached, for controller sign-off
  • Deductions coded, backed up from retailer portals and disputed

NowMost reconciliations are done before the period ends, and deductions are worked inside their dispute windows.

  • Sage Intacct
  • Bank feeds
  • Retailer portals

Why start here

The back office is where the money leaks quietly.

$2.78

Cost per invoice at best-in-class AP teams, against roughly $9 to $13 for the average team.

Ardent Partners, 2025

20.8%

Average share of freight invoices that were inaccurate across 77 shippers.

Journal of Commerce benchmark via FreightWaves, 2020

3%

Of the cost of goods on non-compliant cases: Walmart's fine when a supplier misses its OTIF target.

SPS Commerce

18%

Of finance teams close the books in three business days or fewer. Half take six or more.

Ledge close survey, 2025

Anatomy of an agent

Six moves, in the same order, for every workflow.

The model reads and drafts. Your rules decide. A person signs off on whatever the rules cannot. That split is the difference between a demo and something you can leave running on a Friday.

  1. 01

    Trigger

    An email, an EDI document, a webhook, a row in a sheet, a date. Whatever starts the work today.

  2. 02

    Read

    PDFs, photos of printouts, portals, spreadsheets. Turned into fields with a confidence on each one.

  3. 03

    Check

    Your rules, in code: price lists, tolerances, approval limits, duplicates. Deterministic, every time.

  4. 04

    Act

    Writes to the ERP, sends the 855, drafts the dispute, emails the supplier. Through scoped accounts only.

  5. 05

    Ask

    Anything below your confidence threshold goes to a person, with the evidence highlighted.

  6. 06

    Log

    Every decision kept with its input, the rules applied and who approved it. Ready for your auditor.

Guardrails

Confident work goes through. Everything else goes to a person.

Gartner expects more than 40% of agentic AI projects to be cancelled by the end of 2027, mostly over cost, unclear value and weak risk controls. We build the controls first.

Shadow mode first

For the first weeks it proposes and your team decides. You see how often it agrees with them, by field and by exception type, before it gets write access.

Money moves on rules

Payments, credits, write-offs and journal entries pass fixed checks: tolerances, duplicate detection, approval limits, separation of duties. The model never sets an amount or a payee.

A threshold you control

Confidence is set per field and per action. Autonomy goes up one customer, vendor or document type at a time, when the numbers say it should.

Least privilege

Scoped service accounts, APIs and EDI before screen automation, and your ERP stays the system of record.

An audit trail on every action

Source document, extracted values, rules applied, reasoning, approver and time, written back to the record it changed.

Measured in your numbers

Touchless rate, exception rate, cycle time, cost per transaction, DSO, fines avoided, days to close. Not model accuracy.

Beyond CPG

Every industry has a back office. We have built for most of them.

The systems change. The shape of the work does not: something arrives, somebody reads it, checks it against the rules, types it somewhere else and chases what is missing.

Usually connected toEpic, athenahealth, eClinicalWorks, Availity, payer portals

Eligibility checks

Verifies coverage and benefits before the visit and flags inactive plans to the front desk.

Prior authorization

Assembles the clinical notes against payer criteria, submits, and follows the request to a decision.

Denials and appeals

Scrubs claims before they go, and drafts appeals with the documentation already attached.

Payment posting

Reads 835 remittances and posts them to the right patient accounts.

The first conversation

You describe the work. We come back with its shape.

A scripted demo, and it says so. What is real is the shape: you explain the job in your own words, and the scope comes back as a trigger, steps, the fields it reads and the systems it writes to. The exceptions are where we spend the time.

LumisReachAutomation builderDemo
Describe what you want handled…
AutomationNothing configuredNothing yet

The configuration appears here as it works.

The arithmetic

Count the hours before you count the savings.

Back-office work is spread thin: an hour here, three there, nobody's whole job. Add it up across the people doing it. This is the arithmetic we use when we scope a build, with the assumptions printed underneath.

3 people
15 hours
Projected annual value recovered$0Projected annual value recovered: $94,000Assumes $50/hr fully loaded and that we take over 80% of the work. Your real number depends on what the work is, and we will tell you before you commit to anything.
Work out your number

The first month

Something running on your data in two weeks.

  1. Day 1

    We watch you do it

    A working session with the person who does the task today: every exception, and what a good outcome looks like on a normal Tuesday.

  2. Day 3

    A scope with a number on it

    What we will build, which systems it touches, what it costs and what it should give back. You can stop here and owe nothing further.

  3. Week 2

    Running on your real data

    Not a prototype on sample files. It works your live queue in shadow mode, beside your team.

  4. Week 3

    Turned on, with review

    It handles the confident cases and routes the rest to a review queue at the threshold you choose.

  5. Ongoing

    We keep it running

    A supplier changes a layout, a system is replaced, volume triples. We see it in the logs and handle it.

Questions

What are custom agentic workflows?

An engineering service. LumisReach engineers build AI agents for a specific back-office process, such as order entry, deductions, freight audit or the month-end close, and connect them to the systems you already run. The agent reads, checks, acts and asks a person when it is unsure.

Which back-office workflows do you automate for CPG brands?

Most often wholesale order-to-cash (EDI 850 to 810), planning and purchasing, shipment exceptions and OTIF fines, freight and 3PL billing audits, month-end close and reconciliation, and AP and AR including retailer deductions.

Do we have to replace our ERP or EDI provider?

No. We work with NetSuite, SAP, Dynamics, Sage Intacct, QuickBooks and others through their APIs, and with SPS Commerce, TrueCommerce or Orderful for EDI. Where a portal has no API, we automate the browser as a last resort.

How long does a build take?

Scoping takes three days. Within two weeks it runs on your own data in shadow mode, and it is turned on with a human review queue once you have seen it agree with your team.

How do you keep an agent from making a costly mistake?

Anything that moves money runs on deterministic rules with approval limits, never on the model's judgement alone. Below your confidence threshold, work goes to a person. Every action is logged with its source and its approver.

Who maintains it after launch?

We do. The team that built it keeps it running and tunes it on real results. It is documented and yours, so you can take it in-house whenever you want.

Tell us about the worst job in your back office.

One call, no prepared brief. If it is worth building we will scope it in three days, and if it is not we will say so on the call.

Book a scoping call

Guides and industries

Custom AI Agents for Back-Office Automation (2026)How to automate the back-office work no product covers with custom agentic workflows: what to automate first, how to connect to systems with no API, why money and compliance must stay deterministic, how a human-in-the-loop rollout works, and what LumisReach's Custom Agentic Workflows engagement looks like in the first month.AI Phone Call API and MCP Server for AI Agents (2026)How developers add AI phone calls, texts, numbers, transcripts and webhooks to their code or their AI agent with one API key: the LumisReach REST API, the hosted MCP server for Claude and Cursor, Lincoln AI for whole jobs, what each action costs, and how it compares with building on raw telephony.AI Agents for Title and EscrowOrder intake, status calls and document chasing that clear files faster.AI Calling for Freight BrokersCarrier outreach and check calls run by an agent, logged to your TMS.AI for Wholesale DistributorsAn order line that always answers, and reorder calls that go out on time.AI Phone Call API and MCP ServerPlace and receive AI phone calls from your own code or agent.

Or hire an agent that is already built

Everything we run
Call ReceptionistPicks up every call, day or night, and books the ones worth booking.Call Outreach AgentWorks a list of thousands the way one rep works a list of forty.Speed-to-Lead AgentCalls a new lead while they are still on the page they filled in.Content Marketing StrategistResearches, films, posts and replies every day without being asked.Conversion Rate SpecialistReads the page your traffic lands on and turns readers into calls.
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2026