Your money, clear

Know how much you have and how much is coming

Bring all your accounts, banks, and cash together on one dashboard and project your cash flow to decide with data, not hunches.

Lumon's Treasury gives you the full picture of your money: what you have today in each account and what will come in and go out over the coming weeks. It's for owners who want to stop guessing whether they'll have enough and plan payments, purchases, and growth with real cash flow in view.

Balances

All your accounts on one screen

Consolidate banks, petty cash, and wallets on a single dashboard with the total balance updated. You stop adding up accounts by hand and immediately know how much you really have.

  • Group several bank and cash accounts
  • Show the total balance and the detail per account
  • Tell the available balance from the committed one
  • Handle accounts in different currencies when you need to
Cash flow

Project whether you'll have enough

Cross your accounts receivable and payable to project cash flow for the coming weeks. You see the tight days ahead and adjust before they become a problem.

  • Project inflows and outflows by week
  • Anticipate cash shortfalls before they happen
  • Simulate the impact of moving a payment up or back
  • Compare the projection against what actually happened
Movements

Every peso in and out is recorded

Record income, expenses, and transfers between accounts with their category and backup. Every movement is tied to its invoice, expense, or collection so your money's story adds up.

  • Record income, expenses, and internal transfers
  • Categorize each movement to understand where it goes
  • Link the movement to its invoice, collection, or expense
  • Attach receipts to each operation
Control

Clear rules for your cash

Define who can move money and from which accounts, and build reliable register close-outs. You protect the business's cash with order and traceability on every operation.

  • Assign permissions by account and by user
  • Run register close-outs and cash counts
  • Leave a trail of who recorded each movement
  • Close periods to protect historical data

Everything included

Balance dashboard

The total and per-account balance of all your banks and registers in one place.

Projected cash flow

A projection of inflows and outflows to anticipate tight days.

Internal transfers

Move money between accounts with a record and receipt.

Multi-currency

Handle accounts in different currencies with their exchange rate.

Register close-outs

Reliable cash counts to balance the business's cash.

Permissions by account

Control who can see and move each account's money.

Frequently asked questions

Stop guessing whether you'll have enough

See all your money on one dashboard and project your cash flow to decide with real data.

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