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Lumos Finance/Analytics and insights
Coming soon · not available yet

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, with report packs ready to share.

Join the waiting listLumos Finance overview

Lumos Finance is in development and not available yet.

Lumos Finance · Analytics
Lumos Finance · Analytics
Lumos Finance in development, shown with an example business.
10 measures
behind the financial health score
12 months
of cash in and out on the dashboard
Ready packs
for clients, boards and trustees

Lumos Insights

A health score you can explain.

  • ✓Financial health score from ten key measures.
  • ✓Trends and forecasts, including a cash forecast.
  • ✓Report packs ready to share with clients, boards and trustees.
  • ✓Dashboards and KPIs for each business, and across all your clients.
Lumos Finance · Lumos Insights
Lumos Finance · Lumos Insights

What changes

The old way, and the Lumos way

The usual way

  • Seeing how you did only at year end
  • KPIs rebuilt in spreadsheets
  • Reports put together by hand for the board

With Lumos Finance

  • A health score from ten key measures
  • Trends, forecasts and a cash forecast as you go
  • Report packs ready to share

Dashboard

The numbers that matter, on one screen.

Bank balances, what's owed, net profit, the capture inbox and the VAT for this period, with cash in and out over the last 12 months.

Lumos Finance · Dashboard
Lumos Finance · Dashboard

Also in Lumos Finance

Everything from the first receipt to signed accounts

Bookkeeping and bankReconcile, code, capture and invoiceYear-end accountsTrial balance to statutory accountsVAT and Making Tax DigitalReturns worked out from the booksCharitiesFunds, trustees and examinersFor accountantsEvery client's books in one view

Be first to try Lumos Finance.

Not available yet. Join the waiting list and we'll tell you as soon as it opens, with an early-access offer.

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