From balance sheet to management report – putting numbers in the right light
Martin Sperling
at loyos bi
Beatrice Daub
at loyos bi
Contents of the webinar recording
Details
Many companies have their numbers under control – at least at first glance. Balance sheets and profit and loss statements are available, and the monthly financial statements are complete. Nevertheless, the crucial element is often missing: a clear understanding of what the numbers actually mean – and what consequences can be drawn from them. The question is not whether the numbers are correct, but whether they answer the right questions.
Webinar content
In their webinar on April 22, 2026, Beatrice Daub and Martin Sperling ( loyos bi ) will demonstrate how to create a meaningful management report from traditional financial data – and how modern reporting is implemented in practice today. Not theoretically, but directly within the Financial Management Suite of [company name missing]. loyos bi .
What you will take away from the webinar:
• A clear understanding of why traditional financial reports (balance sheet & profit and loss statement) are not sufficient for management purposes alone.
• A structured view of how good management reporting is structured
• Concrete examples of how numbers become real decision-making tools
• A realistic impression of what reporting looks like without manual Excel work
• A well-founded assessment of how reporting can evolve with increasing demands
Who is this webinar relevant for?
• CFOs, controllers and managing directors of medium-sized companies
• Finance teams that currently rely heavily on Excel or static reports
• Companies with increasing complexity – e.g., due to investors, multiple subsidiaries, or increasing reporting requirements
Why watch?
This webinar provides a practical demonstration of how to bridge the gap between raw data and real decision-making power. After the live demo, you'll have a clear understanding of what modern management reporting looks like in practice – 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.
