Your books, one statement at a time.
No bank login required. Drop in a statement and Lumi builds your books while you watch.
Drop in your most recent bank statement and Lumi will show you the latest week in it. One free look, on screen only. The file is read on this device and is not uploaded.
$29 per month, or $290 per year with two months free. Cancel anytime. Checkout is handled securely by Stripe.
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Support: 727-761-0170 · hello@clearbucks.co
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Tell Lumi about your business
A few details so your books and reports are set up correctly.
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Your books are still saved on this device. Restart your subscription to open them and keep adding statements.
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ClearBucksYour books, made clear.PDF or CSV from your bank, one month or several.
Your purchase order histories are also trackable and included with your subscription.
Your books
The last pair, marked est., is Lumi's forecast for next month.
Have each subcontractor complete a Form W-9 before you pay them. For payments made in 2026, a Form 1099-NEC is generally required once a contractor is paid $2,000 or more in the year. Your tax professional can confirm who needs one.
These figures are what you entered. They are kept separate from what Lumi read on your statements. Store your cash receipts with your records.
Cash tips are what you entered. Card and app tips are the figures from your payment processor's reports. If you receive a Form 1099-K, compare it with box 1c.
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Support: 727-761-0170 · hello@clearbucks.co
We reply by text or email within 24 hours.
Manage my subscription
Saves as a PDF you can keep, print, or send to your tax professional.