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Introduction

Lumio is an open-source financial data platform for importing, processing, and analyzing bank statements. It combines a NestJS API, a Next.js web app, and a structured parsing pipeline so teams can turn messy exports into reliable, queryable financial data.

What you can do with Lumio​

  • Import statements from PDFs, CSV/XLSX exports, OCR scans, and Gmail receipts.
  • Normalize, deduplicate, and classify transactions with AI-assisted categorization.
  • Manage multi-tenant workspaces with RBAC and full audit history.
  • Automate reports and dashboards for finance and operations teams.

Who Lumio is for​

  • Developers evaluating a production-ready financial data pipeline
  • Contributors building new parsers and integrations
  • Teams self-hosting a reliable statement import stack

Quick facts​

  • Backend: NestJS 11 with TypeORM and PostgreSQL
  • Frontend: Next.js 16 with React 19
  • Data services: PostgreSQL 14 + Redis 7
  • Integrations: Gmail, Google Drive, Dropbox, Sheets, Telegram
  • Observability: Prometheus + Grafana

Where to start​

  1. Follow the Quick Start guide for a Docker-based setup.
  2. Log in with the demo account to explore the UI.
  3. Review the parsing pipeline to understand how statements are processed.

Next: Quick Start