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Enterprise resource planning (ERP)

Lumora Clarity

Plan the business behind the business.

5 AI features

Lumora Clarity connects accounting, procurement, inventory, operations, fixed assets and project profitability in one application. Purchase requisitions become purchase orders and goods received notes with approvals on the record, stock moves between warehouses with FIFO or weighted-average valuation, and management reports draw on the same ledger. It is a one-time product purchase, not a per-user subscription.

Why teams choose it

  • Giving more staff access does not raise a recurring license fee.
  • Finance stops reconciling exports from separate purchasing, inventory and project tools.
  • You decide where the general ledger and banking data are kept.

Capabilities

What Lumora Clarity can do

01

Finance and accounting

Chart of accounts, general ledger, payables and receivables, invoicing, reconciliation, expenses, budgets and financial statements. Includes: Multi-currency chart of accounts, General ledger, Accounts payable (AP), Accounts receivable (AR), E-invoicing, Payment reconciliation, Expense tracking and policies, Budget vs. actual allocation, Balance sheet and P&L.

02

Procurement and supply chain

Vendors, purchase requisitions and orders, approval hierarchies, goods received notes and supplier ratings. Includes: Vendor database, Purchase requisitions, Purchase orders (PO), Approval hierarchies, Goods received notes (GRN), Supplier quality and delivery ratings.

03

Inventory and warehouses

Stock across several warehouses, transfers, adjustments, valuation and reorder points. Includes: Multi-warehouse management, Stock level tracking, Inter-warehouse transfers, Inventory adjustments, FIFO and weighted average valuation, Automated reorder point triggers.

04

Operations and asset maintenance

Workflow automation, approvals, operational tasks, fixed asset registers and maintenance schedules. Includes: Workflow automation builder, Multi-tier approval workflows, Task coordination, Fixed asset registers, Preventative maintenance schedules.

05

Projects and profitability

Client and internal projects, milestones, resources and timesheets, budgets and project margin. Includes: Client and internal projects, Milestone tracking, Resource allocation and timesheets, Budget guardrails, Project margin and profitability.

06

Management reporting

Management dashboards, statutory financial reports, operational analytics and custom KPIs. Includes: Management dashboards, Statutory financial reports, Operational throughput analytics, Custom KPI builder.

5 AI features

AI that drafts, people who decide

Optional helpers that draft, summarise and suggest inside Lumora Clarity. They run on your own Anthropic Claude or OpenAI API key, and a person reviews the result before anything changes.

Cash flow forecasting

Projects future cash flow from historical receivables and planned spending.

Budget recommendations

Points out departments that are overspending and suggests budget adjustments based on run-rates.

Anomaly detection

Flags unusual invoice lines, possible duplicate payments and inventory variances.

Procurement recommendations

Suggests when to buy in bulk, using seasonal demand and vendor lead times.

Plain-language business questions

Answers business questions typed in plain language.

What problems does Clarity solve?

  • ERP licenses are priced per user, so adding staff raises the bill. Lumora Clarity is bought once as a product purchase rather than rented per user.
  • Purchase approvals are chased by email and paper. Requisitions, purchase orders and goods received notes follow approval hierarchies inside Lumora Clarity.
  • Stock in several warehouses is reconciled by hand. Multi-warehouse stock tracking, inter-warehouse transfers, adjustments and reorder point triggers keep stock levels on one system.
  • Project profitability is only known after the books close. Timesheets, milestones and budget guardrails show each project's gross margin as work progresses.
  • The company's financial ledgers sit on a vendor's platform. Lumora Clarity runs on one agreed hosting environment, managed by Lumora or on your own hosting.

Who uses Clarity, and for what?

  • Multi-entity holding companies (Holding companies): Consolidate subsidiary ledgers and inter-company transactions.
  • Wholesale and retail distributors (Distribution): Plan stock replenishment across several warehouses to avoid stockouts.
  • Professional services firms (Professional services): Track billable hours against project milestones to protect margins.

What does Clarity connect to?

Built-in connections

  • Plaid: Connects with Plaid.
  • Stripe: Connects with Stripe.
  • QuickBooks: Migrate data from QuickBooks.
  • Xero: Migrate data from Xero.
  • SAP: Connector for SAP.
  • Banks: Connects with banks.

Other Lumora products

  • Lumora BizPush: Closed deals in Lumora BizPush can create invoices and project budgets.
  • Lumora PeoplePro: Payroll and bonus costs from Lumora PeoplePro post to general ledger cost centers.
  • Lumora SmartEvents: Handles vendor payouts, ticket revenue reconciliation and rental equipment assets for Lumora SmartEvents.

Security, deployment and languages

  • Financial audit trail: Changes to financial records are kept in an audit trail.

Pricing and licensing

Lumora Clarity is a one-time purchase, with the price available on request for the base or the extended license. There are no per-user fees.

  • Base license: the product as it is today, on one agreed hosting environment (Lumora-managed or your own). Updates can be added later by paying the difference in license fees.
  • Extended license: everything in the base license, plus 5 years of product updates from your go-live date, renewable with Lumora afterwards.
  • Data migration and customization: reviewed and quoted per project.

AI running cost: the 5 AI features come with the product and run on an Anthropic Claude or OpenAI API key you connect, so you pay only the provider's usage charges. There is no per-user AI plan.

Why it's different

What makes Lumora Clarity different

Bought once, not licensed per user

Lumora Clarity is a one-time product purchase. The base license covers the product as it is today; the extended license adds 5 years of product updates from the go-live date.

Accounting, procurement, stock and projects on one ledger

Multi-currency accounting, procurement approvals, multi-warehouse stock and project profitability share the same records.

Runs on one agreed hosting environment

Each purchase is deployed on one environment: Lumora-managed with hosting included, or your own hosting with application files provided by Lumora.

FAQ

Questions about Lumora Clarity

Yes. Lumora Clarity records transactions in several currencies across operating entities, syncs exchange rates and calculates unrealized gains and losses.

More from Lumora

Pairs well with Lumora Clarity

Each Lumora product is a separate purchase that works on its own. Linking two products is scoped as an integration request.

Enterprise resource planning (ERP)

See Lumora Clarity with your own workflows

Tell us how your team works today. We'll walk you through the product on your own examples and explain the license, hosting and migration options.