Lumio360 Planning
lumio360.com
Spec sheet
- Purpose
- Lumio360 Planning connects budgeting and forecasting to closed actuals in the same platform as close and consolidation.Read 5 Oct 2026 · lumio360.com
- Intended users
- Planning is aimed at heads of finance and CFOs, FP&A managers, and finance controllers who own planning.Read 5 Oct 2026 · lumio360.com
- Free plan
- NoRead 21 Sep 2026 · lumio360.com
- Integrations
- The site says users can connect their ledgers but does not name specific integration partners on the pages reviewed.Read 5 Oct 2026 · lumio360.com
- Security
- The security page states that data is encrypted in transit with TLS 1.3 and at rest with AES-256.Read 5 Oct 2026 · lumio360.com
- Compliance
- The security page lists GDPR and UK GDPR compliance and says SOC 2 Type II and ISO 27001 are pending.Read 5 Oct 2026 · lumio360.com
- Access and audit
- The site says role-based access, MFA, and SSO on request are available, and audit logs are immutable and retained for seven years.Read 5 Oct 2026 · lumio360.com
- Automatic actuals
- When a period closes, its actuals become available to Planning automatically, without export or re-entry.Read 5 Oct 2026 · lumio360.com
- Availability
- Lumio360 states a 99.9% uptime SLA and annual independent penetration testing.Read 5 Oct 2026 · lumio360.com
- Budgeting
- Budgeting supports driver-based models, departmental workflows, and version control.Read 5 Oct 2026 · lumio360.com
- Financial consolidation
- YesRead 21 Sep 2026 · lumio360.com
- Forecasting
- Forecasting includes scenario modelling, sensitivity analysis, and rolling forecasts over a 12- or 18-month horizon.Read 5 Oct 2026 · lumio360.com
- Metrics
- Financial and operational metrics update automatically at each close and feed the board pack.Read 5 Oct 2026 · lumio360.com
- Plan availability
- Planning is included exclusively in the Finance OS plan, which the pricing page lists at £749 per slot per month excluding VAT.Read 5 Oct 2026 · lumio360.com
- Scenario modeling
- YesRead 21 Sep 2026 · lumio360.com
- Support and onboarding
- The company offers a 30-minute demo with an accountant and a guided proof of concept using the customer's data instead of a self-serve trial.Read 5 Oct 2026 · lumio360.com
- Treasury
- Treasury includes direct and indirect cash flow forecasting, FX exposure monitoring, and a liquidity dashboard.Read 5 Oct 2026 · lumio360.com
- Variance analysis
- YesRead 21 Sep 2026 · lumio360.com
Plans and prices
Foundation £249 a month All prices per slot per month, excluding VAT. 3 entities Read 21 Sep 2026 · lumio360.com
Professional £499 a month All prices per slot per month, excluding VAT. 5 entities · 1M Lumi AI tokens per slot per month Read 21 Sep 2026 · lumio360.com
Finance OS £749 a month All prices per slot per month, excluding VAT. Unlimited entities · 5M Lumi AI tokens per slot per month Read 21 Sep 2026 · lumio360.com
Foundation £249 a month Per slot per month, excluding VAT Up to 3 entities · Close and consolidation Read 5 Oct 2026 · lumio360.com
Professional £499 a month Per slot per month, excluding VAT Up to 5 entities · 1M Lumi AI tokens per slot per month · Close, consolidation, and intelligence Read 5 Oct 2026 · lumio360.com
Finance OS £749 a month Per slot per month, excluding VAT Unlimited entities · 5M Lumi AI tokens per slot per month · Includes Planning Read 5 Oct 2026 · lumio360.com
Where Specifiction places it
- Financial Forecasting Software#39 of 757.6
- Financial Planning & Analysis Software#54 of 917.4