This release is about documents - making every file in your portfolio searchable, extractable, and useful the moment it hits the platform.

Here's what's in it.

Meet Lu. Lu is Lumonic's new AI assistant. Ask a question about your portfolio and Lu searches across your documents, pulls relevant context, and responds with citations tied back to source material. No more digging through files to find the number you half-remember from a credit agreement.

Extract data from anything. Fields and values can now be pulled from unstructured formats - charts, graphs, paragraphs, tables. Set up an AI lens and documents get extracted automatically on upload. Full prompt history and real-time testing are built in, so you always know exactly how an extraction was configured and why it returned what it did.

Bank account discovery. Lumonic now auto-detects bank accounts from uploaded documents and supports bulk creation - useful when onboarding new borrowers or taking over a portfolio.

A new Excel viewer. We rebuilt how Excel files are handled from scratch - proprietary parser, proprietary viewer. The previous implementation had known issues: browsers crashing on large files, files not loading, slow rendering. The new viewer supports filtering, search, column pinning, adjustable data density, and bi-directional mapping between line items and fields. Changing FX in a lens now automatically updates the captured period.

Portfolio-level reports. Reports now support portfolio-level views, not just entity-by-entity. Dashboards can sync directly to reports - save a dashboard that's been cloned to a report and you'll get the option to push changes through. All remaining widget types are supported: snapshot tables, time series tables, line charts, bar charts, and pie charts.

Deliverables, tightened up. Dependencies are now surfaced when editing or deleting fields, so you know what breaks before it breaks. You can flag whether a deliverable should affect overall compliance status. Formula return types are validated against block type. Commentary UX has been cleaned up across the board.

Much of what's in 9.0 is infrastructure - the AI architecture, the document engine, the extraction framework. It's built for what's coming next.