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Finance

Integrates planning, budgeting, forecasting, reporting, and analytics into a single platform. Streamline cross-functional planning (xP&A) while gaining visibility into metrics and insights. Automate processes and workflows, improve accuracy, connect financial plans with your BI data.
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Integrated and connected planning

Seamlessly align plans, workflows and comments across all departments.

Data input templates

Centralize planning in one platform
Quick and intuitive templates directly integrated with Power BI.

Flexible planning methods

Support for top-down, bottom-up, and driver-based planning.

Automated rolling forecasts

Manage open and closed periods effortlessly.

Permissions and essential features

Robust controls with dozens of built-in functionalities.
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  • Lumel
    Microsoft

    Microsoft announces shared vision and collaboration with Lumel

    “Our strong collaboration with Lumel reinforces Microsoft’s commitment to providing a single, unified platform where planning and analytics coexist, helping organizations make better, faster decisions.”
    Read the announcement here

  • Lumel recognized as Best New Vendor for Enterprise Performance Management

    Users rated Lumel Outstanding with a 4.86/5 rating in the 2024 BPM Pulse Research Study
    Watch video
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Featured Blogs

Featured Videos

Enterprise Planning and Performance Management in Power BI
Real-time Integrated Planning in Power BI
Top 5 Driver-Based Planning Techniques in Power BI

Featured Webinar

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Leveraging data visualization: empowering strategic FP&A decisions

Data visualization is a powerful tool for FP&A professionals to filter out noise and reveal the true story behind the numbers, ultimately making insights easier to communicate and implement.
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Empower your planning, CPM strategies, and financial modeling with expert insights.
The 2025 state of planning & performance management
How one data frameworks are reshaping the future of planning
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Global CPM trends and priorities report 2025
A unique and comprehensive global view of key planning and additional performance management market trends
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14 financial modeling templates for Microsoft Power BI
Creating formatted financial reports and statements in Microsoft Power BI ...
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