About Lumos

Built by an accountancy practice, for the way practices really work.

Lumos started inside our own practice. We built the software we couldn't find, used it on real client work every day, and now we're opening it up to other accountants, bookkeepers and businesses.

Why we built Lumos

We were tired of software that didn't show us the whole picture.

We run an accountancy practice ourselves. Over the years we've used a number of CRMs, and none of them gave us the detail, or the view, we needed to truly understand the practice.

Around them sat a patchwork of other software: one tool to convert bank statements, another for signatures, another for bookkeeping, each with its own login and its own bill. Information was retyped from one to the next, and nothing gave us the full picture.

So we started building Lumos: one place for the whole job, from the first client conversation to signed accounts, where everything is checked and nothing has to be typed twice.

✕Practice software that didn't give the detail or the view we needed
✕Separate logins and subscriptions for every task
✕Figures retyped from PDFs and statements
✕No single view of where every client and job stands

What we're building

Three products, one login, each solving a problem we lived with.

Coming soon

Lumos Tools

Why we started here

These are the everyday jobs every practice does dozens of times a week. Getting them right saves hours straight away, whatever other software you use.

  • ✦Bank statements to checked CSVs
  • ✦PDF to Excel or Word, merge and split
  • ✦Handwritten notes and e-signatures
Explore Lumos Tools
In development

Lumos CRM

Why we're building it

It's the practice management system we wanted and couldn't buy: every client, job, deadline and document in one view, with the detail to understand how the practice is really doing.

  • ✦Clients, jobs and deadlines
  • ✦Engagement letters and AML checks
  • ✦Client portal and multi-practice view
  • ✦Lumos Move to bring your data across
In development

Lumos Finance

Why we're building it

Bookkeeping, accounts and analytics belong together, connected to your tools and your practice instead of in yet another system. Businesses will be able to use it on their own, or with their accountant.

  • ✦Bookkeeping, with statements flowing straight in
  • ✦Year-end accounts from the trial balance
  • ✦Capture for receipts and bills, and analytics
  • ✦Making Tax Digital for VAT, for businesses and charities

Where we're going

One connected suite, built a piece at a time

NowLumos Tools

Six tools, coming soon, for one flat price.

NextLumos CRM

Practice management, joining the same login.

ThenLumos Finance

Bookkeeping, accounts and analytics, connected to everything else.

Each product works on its own, and works better together. Join the waiting list to hear first when CRM and Finance open.

What we believe

How we build Lumos

Right first time

Software should check its own work. If figures don't add up, Lumos tells you, before it reaches a client.

Simple, fair pricing

Clear prices with no per-page surprises, so you can price your own work with confidence.

Built by people who do the work

Every feature is used in our own practice first, on real client work.

One login

Everything in one place, so information flows from one job to the next.

Careful with your data

UK based, statements never kept, and only what's needed is stored.

Always improving

We add to Lumos all the time, guided by what practices tell us they need.

See what Lumos can do for your practice.

Lumos Tools is coming soon, for £20 a month.