The AI Business Analyst for executive teams

Better decisions,
not more dashboards.

Lumen is your AI Business Analyst. Connect your data once — it builds the KPIs, explains what changed, forecasts what's next, controls costs, and delivers the board-ready presentation. Days of analyst and consultant work, done in minutes.

Built for executives, analysts, project teams, finance, operations, and consultants who need answers — not just dashboards.

Free 3-day trial · no credit card20 AI analyses includedCancel anytimeSOC-ready architecture
Executive Workspace · Q3
Live
Revenue
$4.82M
+18.4%
Margin
31.6%
+2.1pt
Cash
$1.24M
+9.8%
Variance
-3.2%
in band
Revenue & forecast
Q1 → Q4
ActualForecast
Lumen AI

Margin improved, but two projects moved variance outside target.

Suggested briefing ready
Operating segments
vs target
Connect your data
Files, sheets, databases, APIs
Lumen understands it
Schema, KPIs, business context
Dashboards & analysis
KPIs, trends, drivers, root causes
Executive presentations
Insights, forecasts, board-ready decks
Better decisions
Recommendations, not just reports
Outcomes, not features

What your team actually gets back.

Lumen is measured by the work it removes and the decisions it accelerates — not by the number of widgets on a screen.

Board-ready deck in seconds

One click assembles the narrative, KPIs, forecasts, and recommendations from your live workspace.

Replace hours of manual analysis

Variance, drivers, and anomalies explained in plain English — no analyst queue.

Connect data once, stay updated

Dashboards, KPIs, and briefings refresh automatically as your data changes.

Turn raw data into decisions

Forecasts, scenarios, and early warnings — not just charts to interpret.

What Lumen does for you

Everything a business analyst produces — done for you.

Six jobs an analyst or consultant would normally deliver. Lumen handles all of them from the same connected data, so your team spends the week on decisions instead of assembling reports.

Understands your data

Point Lumen at your files, sheets, and databases. It learns the schema and business context in minutes — no modelling project, no data team required.

Builds the KPIs

Revenue, margin, cash, utilisation, variance — the metrics an analyst would define, proposed automatically and tracked against your targets.

Builds the dashboards

Executive dashboards composed from your data, in your workspace currency. No dragging widgets. No BI backlog. No consultant invoice.

Analyses and forecasts

Trends, drivers, anomalies, and forward projections on every dataset — the boardroom analysis a senior analyst would spend days producing.

Explains what changed

Ask in plain English. Lumen investigates variance, root causes, and opportunities across the whole workspace and answers with charts and evidence.

Delivers the board pack

One click turns your workspace into an executive-grade deck: narrative, charts, KPIs, forecasts, and recommendations — ready for Monday's meeting.

Root-cause analysis, on demand

Ask the questions you'd ask a senior analyst. Get the answer in seconds.

"Why did margin drop last month?" "Which customers are driving churn?" "What will Q4 look like?" Lumen investigates across every dashboard, KPI, and dataset in the workspace and replies with charts, evidence, and a clear recommendation — no analyst queue, no follow-up meeting.

  • Explains variance and root causes across the full workspace, not one chart
  • Flags anomalies, risks, and opportunities you would have missed
  • Composes new KPIs, dashboards, and analyses from a single sentence
Lumen AI
Workspace context · Q3 actuals loaded
Why did margin drop in the western region last month?

Regional margin fell -2.4 pts driven by two projects:

  • Atlas Tower — subcontractor claims +€180k
  • Helix Retrofit — schedule slip, CPI 0.91
Margin · last 6 months
Ask anything about your business…
Q3 2026 · Executive review
Strong topline, tightening commercial control.
LUMEN· Generated by Lumen
Performance
Revenue
$4.82M
Margin
31.6%
Cash
$1.24M
CPI
0.97
Trend
Recommendations
1Escalate Atlas Tower variance
2Re-baseline regional forecast
3Approve Q4 cash plan
The deliverable, not the raw data

The board pack, written for you.

What a consulting team charges weeks for — narrative, charts, KPIs, forecasts, and recommendations — Lumen assembles from your live workspace in one click. Executive-grade output, in your data, your currency, ready for Monday.

One-click generation
Board pack export
Executive narrative
Live chart parity
Forward-looking, not backward-reporting

Forecasts, scenarios, and early warnings — before they hit the P&L.

Lumen projects KPIs forward, layers scenario bands on trends, and flags risks and opportunities early — the forward-looking work an FP&A team normally rebuilds in Excel every month.

Revenue forecast
Next 4 quarters
ActualForecastConfidence
Forecast Q4
$5.6M
Upside
+9.1%
Downside risk
-4.3%
Major differentiator

Cost Control turns project finance into live management intelligence.

Monitor budget vs actual, earned value, cost variance, cash flow, S-curves, and subcontractor exposure in the same BI workspace.

Budget vs Actual
Earned Value Management
Cash Flow
S-Curves
Cost Variance
Subcontractor Tracking
BAC
$12.4M
CPI
0.94
VAC
-$420K
S-Curve · PV vs EV vs AC
PV (Planned)EV (Earned)AC (Actual)
Live data, anywhere

Connect every source that runs your business.

Files, cloud sheets, APIs, and protected databases — Oracle and SQL Server via SQL Bridge keep credentials inside the customer network.

  • Excel
    Workbooks & OneDrive
  • Google Sheets
    Live sync
  • CSV
    CSV
    Drop & analyze
  • Pg
    PostgreSQL
    Direct connect
  • My
    MySQL
    Direct connect
  • MS
    SQL Server
    via SQL Bridge
  • Oracle
    via SQL Bridge
  • Airtable
    Bases & views
  • { }
    REST APIs
    JSON endpoints
Live sync Row-level security SQL Bridge keeps credentials inside your network
Why Lumen BI

The work that disappears from your week.

Lumen is not another dashboard tool. It replaces the recurring analyst work — the reporting pack, the variance analysis, the reconciliation, the executive update — that quietly consumes your team's time every week.

Outcome shift

The weekly reporting pack

The executive summary, updated KPIs, and refreshed deck — written for you, every week. Hours of analyst time gone from your calendar.

Outcome shift

"Why did this move?"

Variance, drivers, and anomalies explained in plain English, with the evidence attached. The answer arrives before you'd finish briefing an analyst.

Outcome shift

Scattered spreadsheets

Connect files, sheets, and databases once. Lumen learns the schema, reconciles the numbers, and gives every team one governed source of truth.

Outcome shift

Static, backward-looking BI

Lumen watches the business continuously, flags what changed, forecasts what's next, and recommends what to do — so reporting becomes decisions.

Starter templates

Start with an industry template, not a blank workspace.

Each template ships with the KPIs, dashboards, and executive questions that matter for that industry. Generic and configurable — your real data shapes the answers.

Manufacturing

Production, inventory, quality, OEE, supply chain.

ProductionInventoryQualityOEE

Retail

Sales, customers, stores, inventory, promotions.

SalesCustomersStoresInventory

Healthcare

Operations, patients, capacity, finance.

OperationsPatientsCapacityFinance

Financial Services

Revenue, risk, portfolio, cash flow.

RevenueRiskPortfolioCash Flow

SaaS

MRR, ARR, churn, CAC, LTV.

RevenueRetentionGrowthUnit Economics

Construction

Project budgets, cost variance, EVM, subcontractors, cash flow.

Project CostScheduleSubcontractorsCash Flow

Consulting

Utilisation, pipeline, margin, client delivery.

UtilisationPipelineMarginDelivery

Operations

Throughput, quality, SLA, cost-to-serve.

ThroughputQualitySLACost

Templates are generic and configurable. They contain no fictional company data — they adapt the moment you connect real data.

Enterprise security

Built for IT, security, and procurement teams.

Tenant-isolated data, read-only database users, and SQL Bridge deployments that keep Oracle and SQL Server credentials inside the customer network. Designed for review.

Tenant-isolated customer data with secure authentication
Read-only database users recommended for production connectors
SQL Bridge connects outbound over HTTPS — credentials never leave the customer network
Enterprise-ready deployment model for IT and security review
Data never used to train AI modelsTenant isolationRow-level securityRead-only connectorsAudit logsEncryption in transit & at rest

Give your team back the week they lose to reporting.

Connect your data today. By tomorrow you'll have the KPIs, dashboards, analysis, forecasts, and the board pack you'd normally wait weeks for. Free trial, no credit card, cancel anytime.

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