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Open-source financial data platform

Build reliable pipelines for bank statement data

Lumio centralizes bank statement ingestion, parsing, deduplication, and reporting. It ships with production-grade integrations, a full-stack UI, and the tooling teams need to contribute confidently.

Why teams adopt Lumio

Lumio provides a structured path from raw bank exports to normalized, actionable financial data. The system is opinionated about reliability, observability, and contributor experience.

Multi-format imports

Parse native PDFs, CSV/XLSX exports, OCR scans, and AI-structured PDFs with a consistent import pipeline.

AI categorization

Gemini and OpenRouter support for transaction labeling with confidence controls and retries.

Workspaces + RBAC

Multi-tenant workspaces, granular permissions, and audit trails built into every controller.

Integrations

Gmail receipts, Google Drive, Dropbox, Sheets, and Telegram bot integrations for automated intake.

Reports + dashboards

Cash flow, spend trends, and business reports with a purpose-built dashboard and export tooling.

Observability

Prometheus metrics, Grafana dashboards, structured logs, and health checks in every service.

Product snapshots

Dashboard visibility, audit history, and streamlined uploads are part of the default experience.

Lumio dashboardStatement upload flowReports and analytics

Tech stack

Battle-tested infrastructure with a modern TypeScript codebase across backend and frontend.

NestJS 11Next.js 16PostgreSQL 14Redis 7TypeORMSocket.IODockerPrometheusGrafana

Ready to explore Lumio?

Start with the quick start guide or jump into the parsing pipeline documentation if you are evaluating data integrity.