Financial reporting

The board pack is a week of copy-paste every quarter.

Trustees and donors need statements they can trust, but producing them means exporting from several spreadsheets, stitching them together and hoping nothing slipped. By the time the pack is ready, the numbers have already moved.

Request early accessHow Luma solves it

The spreadsheet reality

  • Statements stitched together from several workbooks.
  • A week of copy-paste before every board meeting.
  • Numbers already out of date by the time they are presented.
  • No confidence the consolidation actually balances.

The Luma reality

  • Income statement, balance sheet and cash flow from live actuals.
  • Generated on demand — not rebuilt every quarter.
  • Exported to Excel and PDF for the board pack in a click.
  • The same numbers leaders steer by, all the way through.

How Luma solves it

The features that turn the problem into a workflow you can run.

F7 · Reporting

The three statements, generated

Produce the income statement, balance sheet and cash-flow statement from live actuals, consolidated across entities — no manual stitching, and it balances by construction.

F7 · Export

Straight into the board pack

Export to Excel for analysts and PDF for trustees, formatted for the pack, so reporting day is a review rather than a rebuild.

F1 · Dashboard

Live between the formal reports

Between board cycles, the dashboard gives leaders real-time budget health and spend — the same numbers the statements are built from.

Budget health · FY2026

Rolling vs. annual

On track
Annual ceiling Rolling actuals
Programme delivery
62%
Personnel & payroll
78%
Operations
91%

Statements and budget health generated from the same live actuals.

Explore the rest of the platform

Every problem above connects to the next — that is the point of one integrated platform.

Rolling & annual budgets

Annual ceiling and live rolling forecast in one model — variance the moment it appears.

Learn more

Multi-entity architecture

Each company keeps its own currency and rules; you see them as one organisation.

Learn more

Payroll

Statutory-accurate payroll for Kenya and the US, flowing into programme costs.

Learn more

Income pipeline

Track grants and donors from prospect to received, weighted into the forecast.

Learn more

Trips, expenses & requests

Plan field trips, capture expenses against them, and route approvals cleanly.

Learn more

See it on your own numbers

We’re onboarding non-profit finance teams one cohort at a time. Request early access and we’ll be in touch.

Request early access