Lumio360 Planning
The facts below are what the maker publishes about Lumio360 Planning, checked and dated. Our editors have not written about it yet.
Plans and prices
From Lumio360 Planning's own pricing page, checked 5 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Foundation | £249 a month | Up to 3 entities · Close and consolidation · Per slot per month, excluding VAT |
| Professional | £499 a month | Up to 5 entities · 1M Lumi AI tokens per slot per month · Close, consolidation, and intelligence · Per slot per month, excluding VAT |
| Finance OS | £749 a month | Unlimited entities · 5M Lumi AI tokens per slot per month · Includes Planning · Per slot per month, excluding VAT |
The facts
Each one read from Lumio360 Planning's own pages, with the date it was checked.
What it does
- 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.checked 5 Oct 2026
- Automatic actuals
- When a period closes, its actuals become available to Planning automatically, without export or re-entry.checked 5 Oct 2026
- Availability
- Lumio360 states a 99.9% uptime SLA and annual independent penetration testing.checked 5 Oct 2026
- Budgeting
- Budgeting supports driver-based models, departmental workflows, and version control.checked 5 Oct 2026
- Compliance
- The security page lists GDPR and UK GDPR compliance and says SOC 2 Type II and ISO 27001 are pending.checked 5 Oct 2026
- Financial consolidation
- Yeschecked 21 Sep 2026
- Forecasting
- Forecasting includes scenario modelling, sensitivity analysis, and rolling forecasts over a 12- or 18-month horizon.checked 5 Oct 2026
- Integrations
- The site says users can connect their ledgers but does not name specific integration partners on the pages reviewed.checked 5 Oct 2026
- Intended users
- Planning is aimed at heads of finance and CFOs, FP&A managers, and finance controllers who own planning.checked 5 Oct 2026
- Metrics
- Financial and operational metrics update automatically at each close and feed the board pack.checked 5 Oct 2026
- Purpose
- Lumio360 Planning connects budgeting and forecasting to closed actuals in the same platform as close and consolidation.checked 5 Oct 2026
- Scenario modeling
- Yeschecked 21 Sep 2026
- Security
- The security page states that data is encrypted in transit with TLS 1.3 and at rest with AES-256.checked 5 Oct 2026
- 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.checked 5 Oct 2026
- Treasury
- Treasury includes direct and indirect cash flow forecasting, FX exposure monitoring, and a liquidity dashboard.checked 5 Oct 2026
- Variance analysis
- Yeschecked 21 Sep 2026
Money
- Free plan
- Nochecked 21 Sep 2026
- Plan availability
- Planning is included exclusively in the Finance OS plan, which the pricing page lists at £749 per slot per month excluding VAT.checked 5 Oct 2026
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