Product overview

Everything your money needs to stay calm.

Lumo turns raw transactions into a living signal, so every decision feels confident, not chaotic.

Average sync time

2.6 min

Signals per day

18+ nudges

Categories learned

120+

Total Balance
$12,450.00
SpendingThis Month
Starbucks
-$5.40
Grocery
-$82.15
Dashboard

Available Cash

$4,250.00

+12% vs last mo

Recent Transactions

Salary Deposit

Today, 9:00 AM

+$3,200.00

Netflix

Yesterday

-$15.99

Apple Store

Mon, 12th

-$999.00

Replacing spreadsheets at teams like

Northwind
Atlas & Co.
Brightline
Harbor
Juneo

Core modules

Built as a financial operating system.

Every feature maps to live backend modules so insights stay consistent across the entire product.

Transactions • Budget cycles • Income streams • Predictions • Savings • Loans • Receipts • Notifications

Unified transactions

Track every expense with categories, notes, and clean summaries.

Transactions

Adaptive budgeting

Cycle-aware budgets that roll forward and keep you in control.

Budget cycles

Income streams

Model salary, freelance, and recurring income patterns.

Income streams

Forecasting & insights

Prediction models that surface trends before they hit.

Predictions

Savings cycles

See potential savings per cycle and track carryover.

Savings

Loan tracking

Track money lent, repaid, and outstanding balances.

Loans

Receipt capture

Scan receipts and attach clean records to expenses.

Receipts

Smart notifications

Reminders for spending, cycles, and critical updates.

Notifications

The Lumo flow

From raw data to daily decisions.

Every step is purpose-built to keep you in control without making you do the work.

24/7 monitoring, no manual refresh
01

Connect

Securely link accounts and bills in under two minutes. Lumo reads your flows, never writes.

Explore
02

Normalize

We translate transactions into human meaning with merchant intelligence and category tuning.

Explore
03

Act

Get a daily signal, upcoming risk alerts, and simple next steps for your goals.

Explore

Lumo cockpit

The dashboard that tells you what to do next.

Instead of static charts, Lumo gives you a prioritized feed of decisions. See where to pause, where to spend, and where to push.

Daily safe-to-spend with bill timing baked in.

Savings pace mapped against goals and timelines.

Subscription drift alerts before renewal hits.

Today's signal

You're ahead this week

Safe-to-spend

$1,840

+18%

Bills due

$620

Next 7 days

Subscriptions

$84

3 renewals

Savings pace

1.4x

Goal: 1.2x

Runway projection6 months

Assumes current income and planned expenses.

Read-only connections

We can't move your money. Ever.

Encryption everywhere

AES-256 at rest, TLS in transit.

Biometric access

Face ID / Touch ID support built-in.

Join the private beta

Get the calmest money dashboard you've ever used.

We're onboarding small groups to keep the signal sharp. Grab a spot and we'll send your invite as soon as it opens.

Join 2,000+ others waiting for access.