Finance
Automated accounting, invoicing, and financial reporting. Your books stay accurate without the manual work.
Connect your payments and the rest happens automatically. Real-time revenue recognition, multi-currency support, and tax-ready reports. Built for SaaS, e-commerce, and subscription businesses.
Revenue Dashboard
Last 30 days$124,580
+12.5% from last month
MRR
$42,300
Invoices
847
Collected
98.2%
Financial operations on autopilot
From invoice to reconciliation, we handle the complexity so you can focus on growth.
Automated Invoicing
Generate and send invoices automatically. Customize templates, set payment terms, and enable auto-reminders for overdue payments.
Revenue Recognition
ASC 606 compliant revenue recognition. Handle deferred revenue, usage-based billing, and complex subscription models automatically.
Multi-Currency
Accept payments in 135+ currencies. Automatic FX conversion, consolidated reporting, and currency risk management.
Real-Time Reconciliation
Payments auto-matched to invoices. Bank feeds sync daily. No more spreadsheet reconciliation at month-end.
Tax Automation
Calculate sales tax, VAT, and GST automatically. Generate tax-ready reports for every jurisdiction you sell in.
Financial Reporting
P&L, balance sheet, cash flow, and custom reports. Export to QuickBooks, Xero, or download for your accountant.
Syncs with your payment data
If you're using Lumatrx Payments, your financial data is already synced. Every transaction, refund, and payout flows into your books in real-time. No manual entry, no delays.
Using another payment processor? We integrate with Stripe, PayPal, Braintree, and 30+ others. Connect your accounts and we'll import your history.
- Automatic categorization with ML
- Duplicate detection and prevention
- Audit trail for every transaction
- Role-based access controls
Third-Party Integrations
Two ways to get started
Use Finance standalone or as part of the full Lumatrx platform.
Just Finance
Sign up directly and start automating your finances. No commitment to other products.
- Standalone dashboard
- Separate billing
- Full access
Business in a Box
Get Finance plus 10 other products. One account, one dashboard, one bill.
- All 11 products included
- Unified dashboard & billing
- Cross-product features
Get your finances in order
Connect your accounts and see your real-time financial picture in minutes.