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Lumière Agents + CSV and Excel files
Use any software that exports a spreadsheet. Upload the file and you're set.
- Works with almost any software
- Rows we can't read are kept, not closed
- Download your data any time
What we read
- Invoices: number, customer email, amount, due date (plus optional pay link, memo, cc and language)
- Quotes: customer email and the date sent
- Vendors: company and email; card charges: date, merchant and amount
The agents that use it
AgentInvoice chaserUpload your open invoices; tick "full list" and missing invoices close on their own.How it works →AgentQuote follow-upUpload your open quotes and every one gets followed up.How it works →AgentPaperwork chaserUpload your vendor list to start collecting certificates.How it works →AgentReceipt chaserUpload your card statement and receipts get requested.How it works →
Connect in three steps
- Export your list from your software as CSV or Excel.
- Upload it on the agent's page. We match the columns for you.
- Upload a fresh file whenever you like, or link a sheet to keep it in sync.
Questions
What if my columns have different names?
We match common column names automatically, and tell you about any row we couldn't read.
Does it work with my software?
If it can export a list to CSV or Excel, yes.
Can it stay up to date by itself?
Link a Google Sheet or Excel workbook instead and it syncs every few hours.
More integrations
Put your CSV and Excel files follow-up on autopilot
One agent from $200/month, or all six for $500/month. You approve every message until you switch to automatic.