Lucidatum is an AI-powered platform that lets CPAs deliver branded financial reports and export categorized transactions directly into their accounting software. No manual data entry required.
Categorizing transactions by hand, copying numbers between spreadsheets, building charts from scratch. For every single client, every single month. Just to produce one report.
Upload the file and the AI categorizes transactions, identifies patterns, flags anomalies, and generates a branded bilingual PDF ready to present to your client.
Manually reformatting bank CSVs, mapping categories, and importing line by line into your accounting software. Repetitive work that eats billable hours.
The same bank CSV that generates your client report also produces a categorized, software-ready CSV you can import directly. Analysis and bookkeeping, automated.
Bank CSVs, credit card exports, or manual spreadsheets — from any PR bank. The system normalizes everything automatically.
Transactions are categorized intelligently, subscriptions are detected, anomalies are flagged, and spending trends are calculated.
A structured budget with income-vs-expense breakdowns, savings targets, and prioritized recommendations — ready for your review.
Download a branded bilingual PDF for your client, or export a categorized CSV into your accounting software. Or do both from the same upload.
Pre-configured parsers for Banco Popular, Oriental Bank, FirstBank, Chase, and all major PR financial institutions.
Reports generated in Spanish, English, or bilingual format — matching how your clients actually communicate.
AI understands that "COSTCO WHS #1234" is groceries and "UBER *TRIP" is transportation — no manual tagging needed.
Automatically identifies recurring charges, calculates annual cost, and flags subscriptions unused in 60+ days.
Flags unusual spikes, potential duplicate charges, and spending deviations from established patterns.
Client-facing PDFs carry your firm's branding, logo, and contact information. Your tool, your brand.
Export categorized transactions as software-ready CSVs. Currently supports QuickBooks Online and Sage 50, with more formats coming soon.
Automatically detects credit card bill payments from checking accounts to prevent double-counting when multiple statements are uploaded.
One client engagement covers your monthly subscription. Everything after that is margin.
For solo practitioners adding personal finance services.
For growing firms with multiple clients.
For firms with multiple advisors and high volume.
Lucidatum isn't a mainland tool adapted for the island. It was built from the ground up for how CPAs and their clients operate in Puerto Rico.
Pre-built parsers for Popular, Oriental, FirstBank, and other PR institutions — no manual CSV mapping.
Reports, categories, and recommendations in the language your client actually speaks — English, Spanish, or both.
Understands Puerto Rico's unique tax structure, withholding patterns, and local financial norms.
Try it with your real clients for a full month before committing. No credit card required to start.
Join our early access program and get a free 30-day pilot with hands-on onboarding support.
No commitment required · We'll reach out within 24 hours