New Lucra for accounting firms

Your AI economist
connected to your bookkeeping

Lucra helps business owners understand their finances and helps accounting firms reduce repetitive client questions – always synced with up-to-date data from Fortnox.

Interactive demonstration of Lucra: chat, dashboard and files.

The tools that put you in control of your business

A smarter flow and an AI that understands your finances – so you make better decisions, faster.

Ask anything – get answers instantly

Ask in plain language about results, cash flow and reports. Lucra reads your books and answers in seconds – no formulas, no waiting.

See the whole picture in real time

Revenue, costs, result and liquidity – updated automatically from your bookkeeping, so you grasp the situation in seconds.

Add your documents – Lucra reads them

Upload invoices, receipts and reports. Lucra reads them and answers your questions based on their content – right in the chat.

Built on your real bookkeeping

Lucra connects to Fortnox and reads your real numbers in real time – entries, VAT and results. No guesses, always up to date.

Lucra is built for finance, not for everything

Lucra
ChatGPT & AI tools
Doing it manually
Financial context
Lucra Connected to live bookkeeping data via Fortnox
ChatGPT & AI tools No connection to your bookkeeping
Doing it manually Numbers scattered across Excel and binders
Specialisation
Lucra Specialised in finance and accounting
ChatGPT & AI tools Broad assistant with no finance focus
Doing it manually Relies on individual people's knowledge
Source references
Lucra Answers built on your actual figures from the books
ChatGPT & AI tools General answers with no verifiable source
Doing it manually Manual tracing, easy to lose track
Timeliness
Lucra Real-time data, always synced with Fortnox
ChatGPT & AI tools Limited to the model's training data
Doing it manually Updated only at month-end closing
Proactivity
Lucra Compiles monthly overviews of your finances
ChatGPT & AI tools Only reacts to your questions
Doing it manually No insights until you go looking
Data handling
Lucra Swedish data handling within the EU, GDPR-safe
ChatGPT & AI tools Data may be processed outside the EU
Doing it manually Files emailed and stored locally
Accounting-firm control
Lucra Can bring your consultant into the conversation when needed
ChatGPT & AI tools No connection to your accounting firm
Doing it manually Email and phone back and forth

Lucra should not just agree. Lucra should help the user understand when something seems wrong, unclear or needs to be reviewed by a human.

For business owners
Numbers
Today

The report arrives every month, but what does it actually mean? You guess – or leave it unread.

With Lucra

Ask in your own words and get the numbers explained in plain language, instantly. You see how the company is really doing.

Questions
Today

A small question feels too minor to email the firm – so it never gets asked.

With Lucra

Ask the moment it comes up – Lucra answers around the clock. And when something truly needs a human, you can bring the firm into the same conversation.

Decisions
Today

You wait for an answer while the decision can't wait. The window passes.

With Lucra

Get the basis right away, so decisions get made when they should – not a week later.

For accounting firms
The firm
Today

Consultants spend hours on the same simple questions every month – time that's hard to bill.

With Lucra

Lucra takes the recurring questions, so the firm can spend its time on qualified advisory.

Availability
Today

Clients reach out with small questions at any hour – it interrupts the work and answers wait until someone has time.

With Lucra

Clients get answers right away, around the clock, on their own data. The firm avoids being interrupted for questions Lucra can already handle.

Source data
Today

Generic AI tools guess without knowing the client's books – the answers can't be trusted in advisory.

With Lucra

Every answer is built on the client's own figures from Fortnox (read access) – the firm can trust that the basis is correct.

Your data is safe.

If you build fintech, you build security from the first line of code. Lucra follows Swedish and European regulations and keeps your records within the EU.

GDPR compliance

Personal data is processed under GDPR. Clear roles, consent and data disclosure on request.

Encryption at rest and in transit

All data is encrypted with modern standards, both when stored and when moved between systems.

Data storage within the EU

All customer data is stored with European providers. No transfers to third countries without a legal basis.

Granular permissions

Assign access per company and role. Firms and clients see only what they should.

Plans for accounting firms

Start with a limited pilot, then scale Lucra to more client companies once the value is proven.

Partner

For accounting firms that want to offer Lucra continuously to their client companies.

What's included:
  • Ongoing access to Lucra
  • AI economist for connected client companies
  • Financial context from accounting data
  • Firm-wide overview of questions and escalations
  • Monthly summary
  • Ability to scale to more client companies
  • Support and continuous improvement
Book a partner demo

The pilot validates the value with a limited group of clients. Partner is the next step for firms that want to make Lucra an ongoing part of their client offering.

Frequently asked questions about Lucra

The things business owners and accounting firms most often want to know about Lucra.

  • Lucra is an AI economist connected to your bookkeeping via Fortnox. Lucra helps business owners understand their finances by answering questions about revenue, costs, VAT, cash flow and other key financial figures based on current bookkeeping data. For accounting firms, Lucra acts as a first support layer that reduces repetitive questions from clients.

  • Lucra syncs continuously with your Fortnox data so it can give answers based on your current bookkeeping. The integration gives Lucra access to financial context such as revenue, costs, VAT balance and cash flow. All access is controlled by the accounting firm and follows strict security procedures.

  • Lucra follows strict security procedures for handling financial data. All communication is encrypted, access to client data is controlled by the accounting firm, and sensitive information is not stored longer than necessary. Human oversight is always available to review AI answers. Detailed information about data security and GDPR compliance is provided during the pilot dialogue.

  • Accounting firms get a first AI support layer that handles repetitive client questions about finances, VAT and cash flow. The firm keeps full control over which questions are handled by the AI and which are escalated to a human consultant. The firm also gets an overview of clients’ question patterns and can improve its service based on actual usage.

  • Pricing is discussed in a sales conversation and adapted to the firm’s needs and number of client companies. We recommend starting with a pilot to validate the value before larger commitments. Contact us to discuss pilot setup and pricing.

  • Start by applying for a 30-day pilot with 5–10 client companies. During the pilot you get access to Lucra in a demo or test environment with real financial context. We follow up weekly and provide a summary after the pilot with a recommendation for the next step.

  • Lucra bases all answers on current bookkeeping data from Fortnox and is specialized for Swedish finance and accounting. Human oversight is always available – questions that require deeper analysis or expertise are escalated to an accounting consultant, and you can always ask to speak with a person.

  • Yes. You are never limited to AI alone. Lucra answers everyday questions instantly, but whenever something needs human judgement the question is handed over to your accounting consultant, who takes over with full context. Lucra complements the firm's advisory – it never replaces the people behind it.

Want to know more?

Drop us a few lines about what you're wondering, and we'll get back to you soon.

Prefer to talk directly?

Book a short demo and we will show how Lucra works with your finances.

Book a demo
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