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Recorded Webinar

Recording from
12.3.26

Martin Sperling

at loyos bi

Beatrice Daub

at loyos bi

Contents of the webinar recording

Martin Sperling and Beatrice Daub will demonstrate, using a live demo, how professional financial reporting is implemented today. Not theoretically, but directly within the Financial Management Suite of [Company Name]. loyos bi – with a clear focus on the benefits for everyday life in the financial sector.

Details

Excel is not financial reporting. Nevertheless, in many companies, the entire financial reporting process depends on complex Excel files: error-prone, requiring explanation, and often truly mastered by only one person. This costs time, creates uncertainty – and quickly becomes a real risk as requirements increase. On March 12, 2026, Martin Sperling and Beatrice Daub ( loyos bi ) using a live demo of how professional financial reporting is implemented today. Not theoretically, but directly within the Financial Management Suite of loyos bi – with a clear focus on the benefits for everyday life in the financial sector.

Webinar content

What you will take away from the webinar:

  • A clear understanding of why Excel reaches its limits in financial reporting.
  • A realistic impression of what reporting without manual steps looks like
  • A sense of how transparency, traceability, and trust are created in numbers.
  • Concrete classification of how reporting can be scaled as requirements grow.
  • Basis for deciding whether and when the move away from Excel makes sense

Who is this webinar relevant for?

  • e.g. for CFOs, controllers and managing directors
  • Finance teams that still rely heavily on Excel today
  • Companies with increasing demands due to growth, investors, banks, or multiple companies

Why watch?

  • This webinar provides an honest look at a professional reporting solution. After the demo, it will be clear what modern financial reporting can look like – and whether this approach is right for your company.

Speakers

Martin Sperling

at loyos bi

Martin Sperling is the managing director and founder of loyos bi GmbH. His specialization lies in optimizing financial reporting and providing automation and digitalization solutions. Martin has extensive expertise in financial management and human resources management. Prior to his current role, he served as CFO at medaktiv reha gmbh and supported investments as a managing partner and interim manager in the private equity sector. Martin's focus areas at loyos bi His responsibilities include product management for the Financial Management Suite, customer success, and strategy. He values ​​the collaboration with our customers, their valuable feedback, and the shared vision: to provide financial reports and BI processes in the shortest possible time and to high standards.

Beatrice Daub

at loyos bi

Beatrice studied International Business (BA) in Nuremberg and Business Administration (M.Sc.) in Bamberg. She works as a Sales Manager at loyos bi She is passionate about modern reporting and BI solutions and supports companies in making their financial and performance reports more efficient, transparent, and automated. She brings several years of experience in software and BI sales, particularly in digital sales, consulting, and building sustainable customer relationships. She especially appreciates the dynamic sales environment at [Company Name]. loyos bi – because every workday brings new customer requirements, exciting conversations and diverse challenges.

Would you prefer to participate in the live webinar? Register now.