Applied AI03

Lumen

Financial Diagnostics & Operational Intelligence

An operational intelligence system that turns financial and sales signals into practical daily decisions for a service business.

connected operating view
decision support
growth diagnostic identified
Operational intelligenceWorkflow automationDecision support
Next.jsTypeScriptPostgreSQLClaude
Também usado
Private code - demonstration available on request

O Lumen é uma plataforma de gestão financeira e inteligência operacional operada diretamente pelos próprios donos e gestores de empresa. O sistema resolve a operação do dia a dia: cadastra clientes, registra vendas discriminadas por item, concilia extratos bancários/faturas, controla o livro do sócio na Caixinha e calcula a DRE Gerencial de 15 linhas de forma 100% determinística. Em uso real no cliente, o sistema identificou gargalos operacionais e orientou o redirecionamento de investimentos em aquisição (como Google Ads) para serviços de maior margem, gerando um aumento real de +12% na receita média mensal e reduzindo em mais de 90% o tempo com planilhas.

At a glance

ProblemManagers needed a clear view of operational signals before they became financial problems.
SolutionA workflow that connects operating data, diagnosis, and the next decision.
ResultFaster, evidence-based action without adding another dashboard to maintain.

The problem

A service operation had financial, sales, and delivery signals in separate places. Managers could see the symptoms, but not always the operational cause in time to act.

The project focused on making the daily operating picture legible without creating a new reporting burden.

Impact

The system connects signals into a practical diagnosis and a clearer next step.

It supports decisions in the rhythm of the operation, not in a delayed monthly report.

The approach uncovered a 12% growth opportunity by relating financial performance to the work that created it.

Useful intelligence is not another report. It is the next decision made clearer.

Architecture

Lumen combines operating inputs, structured diagnostic logic, and a simple interface for the people making the decisions.

Fig. 01 — Arquitetura em 4 camadas · narrado, 70s