Lumos Finance. Books, accounts and insight in one place.
Bookkeeping, year-end accounts, VAT and analytics for businesses and charities, connected to Lumos Tools so statements flow straight into the books.
Who it's for
Built for businesses, charities and the accountants who look after them
Businesses
Keep your own books, send invoices, snap receipts and see how you're doing, with or without an accountant.
Bookkeeping and bank →Charities
Bookkeeping and year-end accounts for charities, so trustees and examiners get clear, reliable figures.
Lumos Finance for charities →Accountants and bookkeepers
Every client's books, accounts and VAT in one place, linked to Lumos CRM and Lumos Tools.
Lumos Finance for accountants →Bookkeeping
The books, kept properly.
Bank lines arrive from bank feeds or straight from the Lumos Statement Converter. Reconcile them, code many at once, and let bank rules handle the repeat payments.
- ✓Reports in real time: profit and loss, balance sheet, trial balance and more.
- ✓Capture reads receipts, bills and invoices and posts them for you to check.
- ✓Sales, purchases, payroll, fixed assets and stock in the same place.
Analytics and insights
See how the business is really doing.
Margins, cash, debtor and creditor days and a financial health score, worked out from the books as you go.
- ✓Financial health score from ten key measures.
- ✓Trends, forecasts and cash forecasts.
- ✓Report packs ready to share with clients, boards and trustees.
What's inside
Everything from the first receipt to signed accounts
Year-end accounts
Accounts from the trial balance: map, adjust, check and produce statutory accounts.
Read more →VAT and Making Tax Digital
VAT returns worked out from the books, with digital links all the way through.
Read more →Lumos Move
Bring your books across from the software you use today.
Make it yours
Not keen on gold and navy? Change the colours.
Lumos Finance will have the same palette tool as Lumos CRM. Pick a ready-made palette, light or dark, or set your own colours for the accent, top bar, background and cards. Lumos keeps the text and buttons readable for you. Accountants can use their practice colours too.
Lumos Finance pricing
Fair pricing, announced at launch
We're aiming for around half the cost of the leading cloud accounting software, with no paid add-ons for the essentials.
of the leading cloud accounting software, for businesses and charities.
For accountants and bookkeepers
Practice pricing for looking after your clients' books and accounts, joined up with Lumos CRM and Lumos Tools.
Join the waiting listFinal prices will be confirmed at launch.
Be first to try Lumos Finance.
Leave your email and we'll tell you as soon as it opens, with an early-access offer.