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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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lumel-planning-budgeting-forecasting-centralized planning

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 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

leveraging-data-visualization-empowering-strategic-fp&a-decisions
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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Get your free ebook

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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Learn how Lumel helps enterprises deliver real-time integrated reporting and planning applications

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Enhance your BI, analytics and xP&A use cases with our no-code Data App suite for Power BI.
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Lumel
Lumel empowers enterprises to look forward and think ahead with an innovative suite of products for real-time integrated planning, reporting, and analytics. Designed for business users, Lumel delivers cutting-edge, no-code, self-service user experiences to leverage your modern data platform investments, reduce TCO, and retire legacy solutions.

Headquarters

5920 Windhaven Pkwy
Plano TX 75093
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