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Lumio360 Planning

lumio360.com

From £249/mo Web

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

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