Industries
Where we start, by industry
Each page shows the work we would set up first for that kind of firm, the guardrails around it, and five plain guides. Your industry is not here? The conversation works the same way.
Fractional CFO and outsourced accounting firms
Board-pack narratives drafted with last month's context, ready for your review
Board-pack narratives drafted from each client's ledger, forecast and last month's notes, for your CFOs to review. Free conversation.
Job shops and machine shops
Stop losing machining jobs to quotes nobody followed up on
Lunan sets up quote follow-up and won/lost tracking for job shops, around the quoting tool or spreadsheet you already use. Your estimator approves it all.
Small manufacturers (front office)
Customer orders entered and acknowledged without retyping every PDF
Lunan sets up AI that drafts sales orders from customer POs, drafts quotes and status replies, and trains your office staff. A person approves every one.
Bookkeeping firms
Know what your ledger's AI did, and give clients notes worth reading
Set rules for the AI in QuickBooks Online and Xero, train your staff to check it, and send clients monthly notes worth reading. Free conversation.
Customs brokers
Handle refunds and rate changes without hiring another entry writer
Hands-on AI training and workflow builds for small customs brokerages. AI drafts refund declarations and entry data; your licensed broker decides.
Small recruiting and staffing agencies
Clean, consistent submittals in your format, checked before they go
Find out what AI your ATS plan includes, set up submittal templates in your format, and train recruiters to check every draft. Free conversation.
Independent medical billing companies
Let each biller carry more accounts without burning out
Lunan builds AI denial queues for independent billing companies: denials sorted by cause and dollars, appeals drafted, a biller approves every one.
Land surveyors
Get research, notes and proposals drafted, so your surveyor reviews, not retypes
AI set up for small survey offices: title commitment review, deed calls, crew briefs and proposals, with your licensed surveyor verifying and sealing.
Small civil and building-systems (MEP) engineering firms
Your engineers answer the comments. AI handles the retyping.
AI drafting for 5-50 person civil and MEP firms: comment logs, response letters, proposals. Your PE reviews and signs every draft. Free conversation.
Funeral homes
Know where every death certificate stands, without a morning of calls
For independent funeral homes: track every death certificate against its deadline, with follow-ups drafted for your staff to approve and send.