Tell impactful stories with financial data

Use visuals to clarify complex financial data, document it securely, and communicate with stakeholders.

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How finance teams use the Lucid Visual Collaboration Suite

Align stakeholders and teams for strategic planning

Advance strategic initiatives by brainstorming ideas on an infinite whiteboard, prioritizing action items with voting, and aligning teams on next steps with timelines.

Visually analyze, project, and report on financial performance

Use templates and flowcharts to design accurate cash flow models—then customize the information for appropriate audiences with built-in facilitation tools.

Proactively manage timelines and recurring processes

Visualize important milestones, potential bottlenecks, and dependencies to continually stay on top of tight deadlines for budgeting, board meetings, and payroll.

Keep business leaders informed of changes in the market

Share your industry expertise in real time with built-in presentation and chat features, or guide stakeholders through your visuals asynchronously with comments and custom paths.

Create a single, secure source of truth for financial information

Easily store and find information by securely embedding files into project plans for additional context. Integrations with Slack and Google Drive keep all team members up to date.

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Lou Beierle

Head of Finance

I am a Lucidchart user that was interested in the new Lucidspark offering. I used Lucidspark with my operations team in brainstorming sessions to identify pain points and inefficiencies in the financial servicing of one of our products.

See why finance teams trust Lucid for visual collaboration

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