Independent treasury technology advice — designed for BAU reality.
Lumin supports CFOs and treasury leaders who need their treasury stack to produce reliable visibility, clean controls and decision-ready reporting — without drift, noise or workarounds.
The work is practical and outcomes-led: align policy to configuration, make integrations trustworthy, and keep live operation predictable after go-live.
When the system is live, but confidence isn’t.
Lumin is most often engaged during the transition from delivery to steady-state — when ownership moves into BAU, operational volume rises, and the first real stress-tests happen across reporting, controls and integrations.
Post go-live stabilisation
- Recurring incidents, “mystery behaviour”, or slow vendor cycles
- Unclear ownership between Treasury, IT and Finance
- Workarounds creeping into critical processes
- Reporting confidence eroding under pressure
Delivery reset and risk reduction
- Design decisions not matching operational reality
- UAT outcomes not translating into stable production
- Interfaces and jobs failing without early warning
- Control gaps appearing after handover
What Lumin stands for
Treasury systems rarely fail with one big event. They fail quietly: reconciliations slip, controls weaken, reporting drifts, and spreadsheets become “the real system”. Lumin exists to reverse that.
Treasury-first, not tool-first
Start with policy, controls, risk appetite and how the team operates. Then shape configuration, workflows, integrations and reporting to match.
Senior-only, hands-on
Practitioner-led work focused on outcomes: stability, clarity and reduced manual effort — with crisp communication across Treasury, Finance and IT.
Support that improves BAU — not dependency.
Bring clarity to how the system should behave
- Translate policy and operating model into practical system design
- Pressure-test workflows, controls and reporting against BAU reality
- Clarify ownership and decision paths across teams
- Set a pragmatic roadmap: quick wins + structural fixes
Stabilise and improve live operation
- Reduce recurring incidents with root-cause diagnosis
- Strengthen integrations, jobs and reconciliations
- Improve reporting trust and reduce manual correction
- Create runbooks and early-warning checks that stick
A short diagnostic, then a simple plan.
Most teams begin with a focused review to identify root causes and priorities (often integrations, workflow, reporting or controls). From there, work moves into either a scoped package or a light retainer to stabilise BAU and deliver improvements steadily.
Want an independent view of your treasury technology landscape?
Start with a confidential conversation. Share your context and priorities, and Lumin will outline a sensible, low-friction next step.