Lumary Reviews, Pricing, Features & Alternatives in 2026
Lumary is a specialized care management platform built on Salesforce that integrates clinical and operational data to help disability and aged care providers streamline compliance, workforce management, and billing.
Lumary is a comprehensive care management solution designed specifically for disability and aged care providers. By building its ecosystem on the Salesforce platform, it allows you to manage the entire participant journey—from initial enquiry and intake to service delivery and automated claiming—within a single, secure environment. You can eliminate manual data entry and fragmented systems by centralizing your client records, digital care plans, and compliance documentation.
The platform is tailored for mid-market and enterprise-level organizations operating under complex regulatory frameworks like the NDIS in Australia or HCBS in the United States. You can optimize your workforce with advanced scheduling tools and ensure financial accuracy through seamless integrations with major payroll and accounting software. It helps you focus more on delivering quality care while the system handles the heavy lifting of regulatory reporting and high-volume billing.
Screenshots & Interface
Dashboard View
Main dashboard with project overview
Kanban Board
Kanban-style task management
Timeline View
Gantt chart timeline view
Automations
Workflow automation builder
Key Features
Stop juggling multiple disconnected systems and manual spreadsheets. Lumary provides a unified digital environment where you can manage every aspect of your care operations with real-time data and automated workflows.
Participant Management
Store and access complete participant profiles, including medical history, goals, and support plans, in one centralized digital location.
Automated Billing
Generate accurate invoices and process bulk claims directly to funding bodies like the NDIS to accelerate your cash flow.
Smart Scheduling
Match the right support workers to participants based on skills, location, and availability using visual drag-and-drop roster tools.
Compliance Tracking
Maintain audit-ready records with automated alerts for expiring certifications and built-in templates that align with current care standards.
Mobile Care App
Empower your field staff to view schedules, record progress notes, and capture digital signatures directly from their mobile devices.
Real-time Analytics
Monitor your organization's performance with customizable dashboards that track utilization rates, financial health, and participant outcomes.
Integrations
Salesforce
Xero
MYOB
KeyPay
Deputy
Skedulo
QuickBooks
Sage
Microsoft Outlook
Google Workspace
Pricing Plans
Lumary uses a custom pricing model tailored to the specific scale and service requirements of your care organization. Since the platform is highly configurable and built on Salesforce, you will need to contact their sales team for a personalized quote. This ensures you only pay for the modules and user seats your team actually needs to operate efficiently.
Pros & Cons
Based on feedback from healthcare administrators and care coordinators, here is what you should consider when evaluating Lumary for your organization:
Pros
Built on Salesforce providing enterprise-grade security and reliability
Highly effective at automating complex NDIS claiming processes
Consolidates multiple business functions into a single source of truth
Regular updates ensure the platform stays compliant with changing regulations
Cons
Significant learning curve due to the platform's extensive feature set
Implementation process can be lengthy and requires dedicated internal resources
Higher price point compared to simpler, entry-level care tools
Who Should Use Lumary?
Perfect for mid-to-large disability and aged care providers who need to automate complex billing and maintain strict regulatory compliance.
Best for Company Sizes
mid-market
enterprise
Popular Industries
healthcare
Our Verdict
Lumary is a top-tier choice if your organization has outgrown basic scheduling tools and requires a robust, scalable ERP for care management. Its foundation on Salesforce gives you a level of customization and data security that is difficult to find in standalone applications.
You should be prepared for a significant implementation phase and a higher investment than simpler tools. However, the long-term gains in billing accuracy and compliance automation make it highly recommended for providers managing high-volume, complex care services.
Ready to Try Lumary?
Start your 0-day free trial today—no credit card required. See why over 0 teams trust Lumary