What iLumen does

iLumen is an Atlanta-based B2B SaaS company that has operated a cloud-based business intelligence platform for private companies for more than two decades. The platform automates the collection, standardization, and aggregation of financial and operational data from disparate source systems — including virtually any accounting platform, POS system, CRM system, and HR system — into a single centralized repository that supports roll-ups, consolidations, value-added calculations, customizable reporting, and event-based KPI notifications. iLumen sells into three primary customer segments: franchisors seeking system-wide performance visibility across their franchisee networks; industry associations that resell benchmarking surveys, salary surveys, and real-time market pulse data to their members; and CPA firms that use the platform to benchmark private-company clients against industry peer groups and public databases.

The core platform consists of two integrated components — a Data Collection Platform and a Data Aggregation and Analysis Platform — augmented by a set of add-on modules including Financial Budget and Goals, Custom Surveys, Document Storage, and Market Pulse (real-time surveys). Integrations with external benchmarking databases — Moody's Higher Ed Report, RMA Annual Statement Studies, and CFMA annual data — enable peer comparison functionality. Product capabilities also include single sign-on (SSO), custom chart-of-accounts configuration, and a one-click reporting engine designed for non-technical users at association, franchise, and CPA firm clients.

iLumen operates on a subscription-based revenue model with implementation and ongoing support bundled into the contract. Pricing is custom and quote-based with no public tiers; billing is on an annual cadence. The go-to-market motion is consultative enterprise field sales targeting US-based clients, supported by content marketing through the company website, published case studies, and client testimonials. The company is privately held (iLumen, Inc.), headquartered in Atlanta, Georgia, with a disclosed headcount of 11–50 employees. Named customers include a QSR franchisor with over 1,000 locations, the Control Systems Integrators Association (CSIA), and The Association for Healthcare Foodservice (since 2019). Leadership comprises President & CEO Michael O'Shaughnessey, CTO Andy Dyer, and VP Customer Success Bineetha Ramachandran.

Name

iLumen

Legal name

iLumen, Inc.

Website

https://ilumen.com

Company type

Private

Founded year

2004

Operating status

Operating

Headcount range

11–50 employees

Short description

iLumen is an Atlanta-based B2B SaaS company that provides a cloud-based business intelligence platform for collecting, standardizing, and benchmarking private-company financial and operational data, serving franchisors, industry associations, and CPA firms in the United States.

Ownership category

akta.pro rank

Product category

Business Intelligence Software

NAICS

Software Publishers (513210)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

Data Engineering, Integration & ETL/ELT Services (BPAEAHAB)

Keywords

• Business intelligence platform
• Franchise data management
• Industry benchmarking surveys
• Private company analytics
• Data aggregation software

Headquarters

HQ city

Atlanta

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

1. Business Intelligence Platform Subscription: Cloud-based SaaS platform for data collection, aggregation, and analysis. The platform is provided as a subscription service with implementation and ongoing support included.
2. Custom Solutions and Add-ons: High-value add-on products including Financial Budget and Goals, Custom Surveys, Document Storage, and Integration to Other Data Sources. These are customized to customer needs.
3. Professional Services and Implementation: Turnkey implementation services including working with customers from implementation to ongoing support, helping build standardized data-rich platforms that can be branded under customer names.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

iLumen sells a cloud-based business intelligence SaaS platform that automates the collection, standardization and analysis of financial and operational data from disparate sources such as accounting, POS, CRM and HR systems. The platform is delivered as a subscription with implementation and ongoing support, and is configured into specialized solutions for franchisors, industry associations and CPA firms with add-on modules for benchmarking, custom surveys, document storage and external database integration.

Product overview

iLumen offers a unified cloud-based business intelligence platform with specialized solutions for three customer segments: franchisors, industry associations, and CPA firms. The core platform consists of two integrated components—the Data Collection Platform and the Data Aggregation and Analysis Platform—which together automate the collection, standardization, and analysis of business data. The platform transforms raw financial and operational data into actionable insights through peer benchmarking, industry surveys, and real-time reporting. Add-on modules include Financial Budget and Goals, Custom Surveys, Document Storage, and Integration to external databases (Moody's, RMA, CFMA). For franchisors, the Franchise Data Management Platform aggregates franchisee data for system-wide performance tracking. For associations, the Industry Intelligence Solution provides peer benchmarking and salary surveys. For CPA firms, the Industry Data Platform enables client performance comparisons against industry peers.

Differentiator

Problem solved

Functional benefit

Products and services

• iLumen Franchise Data Management Platform A cloud-based platform that enables franchisors to collect, aggregate, and analyze financial and operational data from franchisees, providing real-time business intelligence, benchmarking, and actionable insights to track unit performance and system health. Designed for franchise companies that want to unlock the value of collective data generated by their franchisees.
• iLumen Industry Intelligence Solution for Industry Associations A cloud-based business intelligence platform for industry associations that provides peer benchmarking surveys, industry salary surveys, and real-time surveys to deliver industry-specific analytics and insights to members. Designed to boost the value of association membership by giving members access to industry-specific data that can improve operating efficiency and profitability.
• iLumen Industry Data Platform for CPA Firms An industry intelligence platform for CPA firms that consolidates and analyzes private-company client data combined with public databases, enabling firms to generate in-depth performance reports comparing clients to industry peer groups. Allows high-performing CPA firms to develop deep industry expertise and provide insight into industry trends.
• iLumen Data Collection Platform A data collection platform that enables organizations to capture and standardize disparate financial and non-financial data from accounting systems, POS systems, CRM systems, and custom surveys into a single centralized repository with flexibility to collect specific data needed by each organization.
• iLumen Data Aggregation and Analysis Platform A cloud-based financial and operational data aggregation platform that combines disparate data into a single repository enabling roll-ups, consolidations, value-added calculations, and advanced reporting and data mining with one-click or scheduled report generation.
• Custom Solutions and Add-ons A bundle of customizable add-on products including Financial Budget and Goals, Custom Surveys, Document Storage, and Integration to Other Data Sources. These high-value modules are tailored to each customer's specific needs on top of the core platform.

Quantifiable outcome

• One survey has grown to three over years of partnership with CSIA
• +1 more outcomes

Named customers3 records

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Feature8 records

Scale indicators3 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• Spotlight Reporting: Spotlight Reporting offers financial reporting, dashboards, and benchmarking solutions for accountants and small businesses. It competes directly with iLumen's CPA firm and industry association offerings on standardized reports and industry comparison data.
• Fathom: Fathom provides financial analysis, reporting, and benchmarking tools specifically built for accountants and advisors analyzing private-company financials. It directly competes with iLumen's CPA firm segment on chart-of-accounts customization, KPI dashboards, and peer benchmarking.
• Liveflow: Liveflow delivers financial reporting and cash-flow dashboards for accounting firms using QuickBooks and Xero. It overlaps with iLumen's CPA firm segment on real-time financial dashboards and benchmarking against prior periods.
• Reach Reporting: Reach Reporting provides benchmarking, KPI dashboards, and financial reporting tools tailored for accountants and bookkeepers serving small and mid-sized private companies. It competes with iLumen on industry benchmarking and customizable reports for CPA firm clients.

Broad incumbents

• Sisense: Sisense is an enterprise BI and analytics platform that ingests data from disparate sources and builds dashboards. While not franchise-specific, it competes for any prospect evaluating BI platforms to consolidate operational and financial data.
• Domo: Domo is a cloud BI platform focused on data integration and executive dashboards for business users. It overlaps with iLumen's data aggregation and one-click reporting capabilities, though without vertical specialization for franchises or associations.
• Tableau (Salesforce): Tableau is a leading BI and data visualization platform now owned by Salesforce. It overlaps with iLumen's reporting and data mining capabilities for any enterprise evaluating self-service analytics.
• Qlik: Qlik provides an analytics platform with associative data engine and BI dashboards. It competes broadly with iLumen for enterprise data aggregation and analytics workloads across franchisors, associations, and CPA firms.
• Microsoft Power BI: Power BI is Microsoft's broadly adopted BI platform with deep Office and Excel integration. It competes with iLumen as an alternative for franchise systems, associations, and CPA firms standardizing on Microsoft ecosystems for dashboards and reporting.

Others

• Wipfli / Frenik & Associates-style consulting benchmarks: Wipfli and similar large accounting and advisory firms offer franchise benchmarking studies and industry KPI reports. While they are advisory rather than software, they overlap with iLumen's CPA firm and franchise segments as alternative routes for benchmarking insights.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/iLumenData
• Facebookfacebook.com/iLumenData
• LinkedInlinkedin.com/company/ilumen

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds1 record

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about iLumen