Lumel
Lumel builds Enterprise Performance Management software natively on Microsoft Power BI and Fabric, serving 3,000-plus Fortune 500 and mid-market customers across financial planning, sales, HR, supply chain, and project management.
- Company typePrivate
- Founded2021
- HeadquartersPlano, United States
- Headcount251–500
- GTM typeB2B
- OfferingSoftware
What Lumel does
Lumel Technologies Inc. is a Plano, Texas-based enterprise software company that builds Enterprise Performance Management (EPM) applications natively on Microsoft Power BI and Microsoft Fabric. The platform is used by more than 3,000 customers spanning Fortune 500 enterprises and mid-market companies, addressing use cases across sales performance management, financial planning and analysis (FP&A), operations, HR, supply chain, and project portfolio management. The company's product architecture combines a heritage code base that has shipped in production for years under the Inforiver brand with newer workloads delivered as native ISV components inside Microsoft Fabric. AI features include an MCP server for agent access to planning data, Fabric IQ integration, predictive analytics, anomaly detection, knowledge retrieval, and Microsoft Copilot support.
Lumel's commercial model combines subscription licensing for the broader EPM suite with activity-based usage pricing for Fabric-native workloads such as Fabric Planning, where customer spend flows through Microsoft Fabric capacity units and counts against Azure Consumption Commitment (MACC) credits. The go-to-market blends enterprise field sales via the Microsoft account team, product-led growth through no-code self-service onboarding, and OEM-style embedded distribution as a native Fabric workload. Third-party recognition includes the 2025 BPM Partners Best Overall EPM Vendor designation at 4.94/5, the 2025 Dresner Overall Leader in Customer Experience and Trust Leader in Vendor Credibility awards, and 2024 Best New Vendor for EPM.
Lumel firmographics
Firmographics- Name
- Lumel
- Legal name
- Lumel Technologies Inc.
- Website
- https://lumel.com
- Company type
- Private
- Founded year
- 2021
- Operating status
- Operating
- Headcount range
- 251–500 employees
- Short description
- Lumel builds Enterprise Performance Management software natively on Microsoft Power BI and Fabric, serving 3,000-plus Fortune 500 and mid-market customers across financial planning, sales, HR, supply chain, and project management.
- Ownership category
- akta.pro rank
Lumel industry classification
Industry- Product category
- Enterprise Performance Management Software
- NAICS
- Software Publishers (513210), Computer Systems Design and Related Services (54151)
- SIC
- Services-Prepackaged Software (7372), Services-Computer Integrated Systems Design (7373)
- akta.pro primary industry
- Enterprise Performance Management (EPM) & FP&A Platforms (HDAEAEAK)
- akta.pro secondary industries
- Financial Planning & Analysis (FP&A) & BI (HDAEAMAG), Enterprise Application Reporting, BI & Analytics Enablement (BPAEAGAK)
Keywords
Where Lumel is headquartered
LocationHeadquarters
- HQ city
- Plano
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Lumel business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Infrastructure, Operations, Marketing or Sales
Revenue model
- Fabric Planning Capacity Subscription: Fabric Planning is priced on user activity and billed through Microsoft Fabric capacity subscription. It covers Planning, Intelligence, and Data Management (PowerTable) for every user. Consumption-based model metered in Fabric Capacity Units (CUs). Activity-based licensing: sessions run for 730 hours (roughly 30 days) once triggered. The spend counts toward MACC (Microsoft Azure Consumption Commitment) credits where applicable.
- EPM Suite Licensing: Lumel's award-winning enterprise performance management (EPM) suite is available as a co-engineered first-party solution on Microsoft Fabric. The core engine has been shipping in production for years through Lumel's heritage product line.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Usage-based | Pay-as-you-go | Viewer - Read-only access for consumers |
| Usage-based | Pay-as-you-go | Stakeholder - Data entry, approval, and collaboration |
| Usage-based | Pay-as-you-go | Planner - Author, modeler, and admin |
Go-to-market motion3 records
Distribution channels3 records
Marketing channels7 records
Lumel product offering
Product offeringCore offering
Lumel sells a unified Enterprise Performance Management (EPM) software suite built natively on Microsoft Fabric and Power BI, comprising Planning (budgets, forecasts, scenarios, and integrated planning), Intelligence (variance reporting, dashboards, and IBCS-certified financial reporting), and PowerTable (no-code data apps managing forward-looking reference data on Fabric). The company also sells a portfolio of Power BI-native writeback and visualization tools under the Inforiver, xViz, and ValQ sub-brands for customers consolidating planning, reporting, and analytics inside Power BI.
Product overview
Lumel offers a unified Enterprise Performance Management (EPM) platform built natively on Microsoft Fabric and Power BI. The core offering is the Lumel EPM Suite, which comprises three main integrated capabilities: Planning (for budgets, forecasts, and scenario modeling with multi-role workflows and automatic writeback to Fabric SQL), Intelligence (for variance reporting, dashboards, and IBCS-certified financial reporting), and PowerTable (for no-code data apps managing forward-looking reference data). The platform also includes a suite of Power BI-native visualization and writeback tools under the Inforiver brand (Writeback Matrix, Super Filter, Reporting Matrix, Analytics Plus, Editable) and xViz visuals (Gantt Chart, Performance Flow), plus ValQ Planning for modeling and simulation. All products share the same data foundation in Microsoft Fabric OneLake, enabling zero-ETL integration between planning and actuals.
Differentiator
Problem solved
Functional benefit
Brands
- Inforiver: Enterprise planning and reporting suite for Power BI including Writeback Matrix, Super Filter, Reporting Matrix, Analytics+, Editable, and Enterprise Plan
- PowerTable
- xViz
- ValQ Planning
Products and services
- Planning Core planning module enabling enterprises to build and manage budgets, forecasts, and scenarios directly on Power BI semantic models. Supports integrated budgeting, scenario modeling, multi-role collaboration, governed approvals with full audit trails, cell-level commenting with Microsoft Teams notifications, and automatic writeback to Fabric SQL. Sold as a first-party Microsoft capability inside Microsoft Fabric IQ.
- Intelligence Analytics and reporting module providing plan vs. actuals in a single reconciled view, variance reporting and analysis with automated variance measures, interactive dashboards, storyboards, IBCS-certified financial reporting, and ad-hoc analysis for finance and business users without waiting for a separate BI cycle.
- PowerTable No-code app builder for managing forward-looking reference data and governed apps on Microsoft Fabric. Enables bulk insert/edit, cell-level commenting, change log with audit trail, row and column-level access control, rule-based multi-level approval workflows, and 1:1 sync with a Fabric SQL backend. Scales to millions of rows with a scalable architecture.
- Inforiver Writeback Matrix Power BI visual enabling writeback capabilities for consolidating planning, reporting, and analytics within Power BI. Allows users to input and write back budget data directly in Power BI reports.
- Inforiver Super Filter All-in-one filter visual for Power BI including date and calendar filtering capabilities.
- Inforiver Reporting Matrix No-code reporting visual for Power BI featuring snapshots and scheduling capabilities for automated report delivery.
- Inforiver Analytics Plus Power BI analytics extension for migrating and consolidating analytics within Power BI.
- Inforiver Editable Self-service master and reference data management visual for Power BI enabling data entry and editing capabilities.
- xViz Gantt Chart Power BI visual for displaying project status, progress, and timeline information in Gantt chart format.
- xViz Performance Flow Power BI visual for displaying swim lanes, organizational charts, and KPI trees for performance visualization.
- ValQ Planning Power BI visual for modeling, planning, and simulation capabilities for financial planning and analysis.
Quantifiable outcome
- 4.94/5 Best Overall EPM Vendor - BPM Partners 2025 Pulse Study (highest score for any EPM vendor)
- +4 more outcomes
Companies that use Lumel
Customer profileNamed customers2 records
Segments6 records
Ideal customer profiles2 records
Lumel technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration10 records
AI capability6 records
Feature7 records
Lumel partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Microsoftcore / flagshipLumel entered into a strategic first-party alliance with Microsoft to launch Enterprise Planning in Microsoft Fabric. The planning capability is co-engineered between Lumel and Microsoft as a fully native experience within Fabric IQ. Lumel's EPM suite is available as a first-party Microsoft capability on the Fabric platform, representing Microsoft's strategy to offer integrated enterprise performance management within its unified, AI-ready data estate. Microsoft is the vendor of record, with the capability sold by Microsoft's account team and billed as consumption units on Fabric capacity.
Scale indicators8 records
Recent moves6 records
Expansion highlights6 records
Lumel competitors and assessment
Company assessmentDirect peers
- Planful: Cloud-native financial planning and analysis platform serving the Office of the CFO with budgeting, forecasting, and close management. Closely comparable in target customer (mid-market and enterprise finance) and go-to-market approach.
- Anaplan: Leading cloud-based connected planning platform spanning finance, sales, supply chain, and HR. The most direct head-to-head competitor in enterprise EPM/FP&A, though without Lumel's native Microsoft Fabric integration.
- Vena Solutions: FP&A and EPM platform built on top of Microsoft Excel and the Microsoft 365 stack, offering budgeting, forecasting, and reporting. A direct peer for finance teams that prefer the Microsoft productivity stack, similar in philosophy to Lumel's Power BI/Fabric approach.
- Jedox: Enterprise planning and performance management software with integrated BI and consolidation. A comparable EPM peer with an Excel-add-in heritage and an established international footprint, often competing for the same mid-market/enterprise finance buyer.
- Board International: Unified decision-making platform combining BI, EPM, and predictive analytics. A direct EPM peer targeting mid-market and enterprise customers with an integrated planning and analytics approach.
- Workday Adaptive Planning: Cloud-native FP&A and EPM solution within the broader Workday suite, targeting finance teams with budgeting, forecasting, and reporting. Competes with Lumel for FP&A workloads and benefits from Workday's broader enterprise HR/finance footprint.
- OneStream Software: Unified corporate performance management platform that has largely replaced legacy Hyperion, BPC, and Essbase deployments. A direct EPM peer targeting mid-market and enterprise finance teams with a modern cloud platform.
Broad incumbents
- Oracle EPM Cloud (Hyperion): Long-established enterprise performance management suite within Oracle's broader application portfolio, used by large enterprises for planning, financial close, and profitability analysis. A broad incumbent in EPM rather than a Fabric-native specialist.
- SAP Analytics Cloud / SAP BPC: SAP's cloud planning and analytics suite competing for the same EPM/FP&A workloads as Lumel. A broad incumbent with deep SAP ERP integration but less differentiated for non-SAP, Microsoft-centric enterprises.
Emerging players
- Pigment: Fast-growing, cloud-native business planning platform with a strong product-led growth motion and modern UX. Competes with Lumel in the next-generation EPM category and is winning enterprise deals against legacy incumbents.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Lumel social profiles
Digital presenceLumel financial estimates
Financial estimateRevenue estimate
Valuation estimate
Lumel leadership team
Management profileNumber of profiles
Profiles3 records
Lumel funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Lumel M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Lumel
What does Lumel do?
Lumel sells a unified Enterprise Performance Management (EPM) software suite built natively on Microsoft Fabric and Power BI, comprising Planning (budgets, forecasts, scenarios, and integrated planning), Intelligence (variance reporting, dashboards, and IBCS-certified financial reporting), and PowerTable (no-code data apps managing forward-looking reference data on Fabric). The company also sells a portfolio of Power BI-native writeback and visualization tools under the Inforiver, xViz, and ValQ sub-brands for customers consolidating planning, reporting, and analytics inside Power BI.
Is Lumel a public or private company?
Lumel is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Lumel founded?
Lumel was founded in 2021. It employs 251 to 500 people.
Where is Lumel based?
Lumel is headquartered in Plano, United States, in the North America region.
How does Lumel make money?
Two revenue lines are on record. Fabric Planning Capacity Subscription is the primary driver. The others are EPM Suite Licensing.
Who are Lumel's main competitors?
Direct peers on record are Planful, Anaplan, Vena Solutions, Jedox, Board International, Workday Adaptive Planning and OneStream Software. Broad incumbents are Oracle EPM Cloud (Hyperion) and SAP Analytics Cloud / SAP BPC. Pigment is listed as an emerging player.
Does Lumel have an API?
No public API is recorded for Lumel.
What industry is Lumel in?
Lumel's product category is Enterprise Performance Management Software. Its primary akta.pro industry code is HDAEAEAK, Enterprise Performance Management (EPM) & FP&A Platforms, with a secondary code of HDAEAMAG, Financial Planning & Analysis (FP&A) & BI. Its NAICS code is 513210 and its SIC code is 7372.