Lumio360 Planning

5.7easy start · #80 of 89
in Financial Planning & Analysis Software

Free to practise onnot on record
Free trialnot on record
Well documentedyes
Runs where you worknot on record

Runs on Web. Paid plans from £249/mo.

Lumio360 Planning is ranked #80 of 89 in financial planning & analysis software on The Geeks Club. It runs on Web. There is no free plan. Paid plans start at £249/mo.

Lumio360 Planning plans and pricing

All plans

Foundation £249/mo All prices per slot per month, excluding VAT. 3 entities lumio360.com · 21 Sept 2026

Professional £499/mo All prices per slot per month, excluding VAT. 5 entities · 1M Lumi AI tokens per slot per month lumio360.com · 21 Sept 2026

Finance OS £749/mo All prices per slot per month, excluding VAT. Unlimited entities · 5M Lumi AI tokens per slot per month lumio360.com · 21 Sept 2026

Foundation £249/mo Per slot per month, excluding VAT Up to 3 entities · Close and consolidation lumio360.com · 5 Oct 2026

Professional £499/mo Per slot per month, excluding VAT Up to 5 entities · 1M Lumi AI tokens per slot per month · Close, consolidation, and intelligence lumio360.com · 5 Oct 2026

Finance OS £749/mo Per slot per month, excluding VAT Unlimited entities · 5M Lumi AI tokens per slot per month · Includes Planning lumio360.com · 5 Oct 2026

Compared on financial planning & analysis software

Free plan: No
Forecast vs actuals: Yes
Scenario modeling: Yes

Best Lumio360 Planning alternatives

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The record

Budgeting: Yes
Forecasting: Yes
Variance analysis: Yes
Financial consolidation: Yes
Purpose: Lumio360 Planning connects budgeting and forecasting to closed actuals in the same platform as close and consolidation.
Metrics: Financial and operational metrics update automatically at each close and feed the board pack.
Treasury: Treasury includes direct and indirect cash flow forecasting, FX exposure monitoring, and a liquidity dashboard.
Automatic actuals: When a period closes, its actuals become available to Planning automatically, without export or re-entry.
Integrations: The site says users can connect their ledgers but does not name specific integration partners on the pages reviewed.
Security: The security page states that data is encrypted in transit with TLS 1.3 and at rest with AES-256.
Compliance: The security page lists GDPR and UK GDPR compliance and says SOC 2 Type II and ISO 27001 are pending.
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.
Availability: Lumio360 states a 99.9% uptime SLA and annual independent penetration testing.
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.
Price from: £249/mo

Where it ranks on The Geeks Club

Best Financial Planning & Analysis Software in 2026#80 of 89
Best Financial Forecasting Software in 2026#63 of 67

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Sources

lumio360.com/product/planning/;· checked 21 Sept 2026
lumio360.com/product/planning/· checked 5 Oct 2026
lumio360.com· checked 5 Oct 2026
lumio360.com/security/· checked 5 Oct 2026
lumio360.com/pricing/· checked 5 Oct 2026
lumio360.com/pricing/· checked 21 Sept 2026