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

Every client's books, in one view.

For accountants and bookkeepers: a practice overview of every client's bank, invoices, VAT and accounts, joined up with Lumos CRM and Lumos Tools.

Join the waiting listLumos Finance overview

Lumos Finance is in development and not available yet.

Lumos Finance · Practice overview
Lumos Finance · Practice overview
Lumos Finance in development, shown with an example client.
Every client
in one practice overview
3 products
one login, joined up
0 retyping
clients come across from Lumos CRM

Practice overview

See what needs doing across every client.

  • ✓Bank lines to reconcile across all clients.
  • ✓Overdue invoices owed to your clients.
  • ✓Next VAT due and accounts in progress for each client.
  • ✓Import from Lumos CRM, so clients you already have come straight across.
Lumos Finance · Bank account
Lumos Finance · Bank account

What changes

The old way, and the Lumos way

The usual way

  • Logging in to every client's books separately
  • Typing clients in again from your CRM
  • Finding out late that a client is behind

With Lumos Finance

  • One practice overview of every client
  • Clients imported from Lumos CRM
  • Bank lines, overdue invoices and VAT due flagged

Joined up

Three products, one login

Lumos Tools built in

The Statement Converter and Capture are part of the books, so statements and receipts flow straight in.

Lumos CRM linked

Clients, services and deadlines come from Lumos CRM, so nothing is typed twice.

Client analytics

Compare clients and spot who needs help, from the same figures.

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 booksAnalytics and insightsHealth score, trends and forecastsCharitiesFunds, trustees and examiners

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.

Join the waiting list