Lumos Finance is not available yet. It's in development and coming soon. Join the waiting list to hear first.
Lumos Finance/Charities
Coming soon · not available yet

Clear figures for trustees and examiners.

Lumos Finance is being built for charities as well as businesses: the bookkeeping, funds and year-end accounts a charity needs, at a price a charity can afford.

Lumos Finance is in development and not available yet.

Camborne Community Trust · FundsPlanned
FundIncomeBalance
General fund (unrestricted)18,4209,315
Youth club grant (restricted)6,0002,740
Building appeal (restricted)11,25011,250
Gift Aid claimed1,180—
Example figures
Illustration of planned fund reporting, with example figures.
Funds
restricted and unrestricted, planned
Trustees
report packs they can read
Half the cost
is what we are aiming for

What we're building for charities

The things charities need, without the add-ons

Bookkeeping

The same bank reconciliation, cash coding, bank rules and Capture as every business.

Restricted and unrestricted funds

Track income and spending by fund, so you always know what money can be used for.

Year-end accounts

Accounts from the trial balance for trustees, examiners and auditors.

Reports for trustees

Report packs that trustees and boards can read at a glance.

Gift Aid records

Keep the donation records you need for Gift Aid claims.

Access for your examiner

Let your independent examiner or accountant see the books they need.

These are planned features. The final list will be confirmed at launch.

What changes

The old way, and the Lumos way

The usual way

  • Funds tracked in a separate spreadsheet
  • Business software that does not fit a charity
  • Paying for add-ons to get the basics

With Lumos Finance

  • Restricted and unrestricted funds tracked in the books (planned)
  • Reports trustees and examiners can read (planned)
  • Aiming for around half the cost of the leading software

Pricing

Fair pricing for charities.

We're aiming for around half the cost of the leading cloud accounting software, for businesses and charities alike. Final prices will be confirmed at launch.

Lumos Finance · Dashboard
Lumos Finance · Dashboard
Shown with an example business.

Also in Lumos Finance

Everything from the first receipt to signed accounts

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.