For UK accountants, bookkeepers, businesses and charities
Everything behind accounts and tax returns. Three products, one login.
Lumos Tools for the everyday jobs, Lumos CRM to run the practice and Lumos Finance for the books. All three are coming soon, under one account.
Everyday accounting tools
Bank statements to checked Xero and QuickBooks files, PDF to Excel, merge, split, notes and e-signatures. £20 a month.
Explore Lumos Tools →
Not available yetPractice management
Every client, job, deadline and fee in one view, with engagement letters, AML checks and a client portal.
See what's coming →
Not available yetBookkeeping, accounts and analytics
Books, year-end accounts, VAT and insights for businesses and charities, connected to Lumos Tools.
See what's coming →How Lumos fits together
From the first statement to signed accounts, without retyping.
Each product works on its own and works better together. Information flows from one to the next, so the whole job lives in one place.
Lumos Tools
Statements converted
Bank statements become checked transactions, ready for the books.
Lumos Finance
Books kept
Transactions flow into bookkeeping, alongside receipts from Capture.
Lumos Finance
Accounts and tax
Year-end accounts from the trial balance, and VAT returns from the books.
Lumos Tools
Signed off
Accounts and tax returns sent for e-signature, pages picked for you.
Lumos CRM
Job complete
The client record, deadline and fee update, and the next job is ready.
Steps 2, 3 and 5 arrive as Lumos Finance and Lumos CRM launch.
Who it's for
Made for the people who keep the numbers right
Accountancy practices
Run clients, jobs and deadlines in CRM, do the books and accounts in Finance, and save hours every week with Tools.
Bookkeepers
Keep every client's books in one place, with bank statements converted and checked before they go in.
Businesses
Do your own bookkeeping, snap receipts, file VAT and see how you're doing, with or without an accountant.
Charities
Clear books and year-end accounts that trustees and examiners can rely on.
Everything in one place
One suite for the whole job
The things a practice or business does every day, under one login and one look, instead of a different system for each.
Clients, jobs and deadlines
Every client and job by service and stage, with fees and anything outstanding flagged.
CRM · soonBank statements to the books
PDF statements converted and reconciled to the penny, with missing statements found.
Tools · soonBookkeeping and VAT
Bank reconciliation, sales, purchases, Capture and Making Tax Digital for VAT.
Finance · soonYear-end accounts
Accounts from the trial balance, for companies, sole traders, partnerships and charities.
Finance · soonEngagement letters and e-signatures
Send letters, accounts and tax returns for signing, and track who's signed.
Tools · soonCRM · soonAnalytics and insights
Dashboards, KPIs, a financial health score and forecasts from live figures.
Finance · soonLumos Academy
Training and certification for your whole team.
Short video lessons take your team from getting started to fully customising Lumos, with certificates at each level. Free for every Lumos customer.
- ✓Levels from beginner to expert, each with its own certificate.
- ✓See everyone's progress in one register, for one practice or a group.
- ✓Certificates last 12 months, so skills stay current.
Lumos Move
Bring your clients and your books with you.
Moving shouldn't mean starting again. Lumos Move brings clients and data across from the software you use today, and Lumos CRM comes with your first three months free while you switch.
How we build Lumos
Software that checks its own work
Right first time
Statements reconcile to the penny, accounts must balance, and anything that doesn't add up is flagged before it reaches a client.
Careful with your data
Built and run in the UK. Statements are never kept, and only what's needed is stored.
Built by accountants
Every feature is used in our own practice first, on real client work. Read why we built Lumos.
Pricing
Simple pricing for each product
Pay only for the products you use, all under one account. Each product's page has its full pricing.
or £220 a year. Every tool, unlimited downloaded statement pages.
See Lumos Tools pricing →Lumos CRMComing soonPlanned. Priced by number of clients, with your first three months free.
See planned pricing →Lumos FinanceComing soonPlanned at around half the cost of the leading cloud accounting software.
See planned pricing →Coming soon
Lumos CRM, Lumos Finance and Lumos Academy are on the way.
Leave your email and we'll tell you first when each one opens, with an early-access offer.
One login for the whole job. Lumos Tools is coming soon.
Add Lumos CRM and Lumos Finance to the same account when they launch.
Coming soon