SOLUTIONS FOR THE ACCOUNTING INDUSTRY

iLumen powers a range of enterprise solutions for Accounting & CPA Firms to automate audit analytics and power advisory services.


Enterprise Solutions

iLumen Decision Analytics Platform™ Business Client data resides in different systems within an Accounting Firm’s environment. iDAP collects, standardizes and delivers business client financial and demographic information from the key systems within the firm. With iDAP, an Accounting Firm can easily gain powerful insight into its own business client base and can drill down to individual companies and specific financial attributes and trends. iDAP’s data connectors create a fully integrated and automated client analysis platform, which eliminates manual data entry and enables iDAP to be adopted as a standard within the firm’s audit, industry specialty and consulting practices.



Portfolio Connection™ provides an easy-to-use desktop view of a CPA’s business clients that can be sorted, queried, viewed and reported to power audit, industry specialty, service specialties and general consulting initiatives. Portfolio Connection connects directly to an Accounting Firm’s client trial balance system enabling an automated platform to power client-specific analytical dashboards and Excel® template reports that can be deployed throughout the firm’s environment. Portfolio Connection turns business client analysis from a labor-intensive disconnected process to a firm-wide automated resource that becomes a standard part of the Accounting Firm’s service philosophy.

Customer Connection™ is an automated, secure client facing web portal that creates an interactive financial connection between the Accounting Firm and its business clients. Automated reminders prompt the client to send their interim and annual financial data to the firm every month or quarter. A simple upload from any accounting system through a secure, private branded web portal automates planning and consulting analytics as trailing 12-month and trailing 4-quarter information is automatically trended, analyzed and compared to the last annual engagement. Customer Connection can automatically present high-level advisory dashboards that enables the firm to monitor the financial movement of its clients and communicate effectively on important trends as they occur during the course of the year.