Financial reporting for SMEs and Private Equity
In many companies, financial reports are still based on countless Excel formulas – a procedure that is error-prone, time-consuming, prevents transparency and overloads the accounting department.
With the Financial Management Suite, you have all your financial data in one system, giving you a clear overview at all times: Reporting, planning, forecasts, and consolidation are automated, centralized, and traceable – without the chaos of Excel spreadsheets. This gives you speed, transparency, and security in your financial reporting.
- No more Excel chaos and workarounds
- Integration of your systems: DATEV, SAP, Sage, LucaNet & more
- Suitable for banks and investors – reports at a level that builds trust.
- 25+ integrated standard reports & drill-down to booking level
Sometimes a video says more than 1,000 words.
Discover the Financial Management Suite
Here you can get a first glimpse of the Financial Management Suite. Feel free to click through.
To maximize the view, select "Full screen mode" in the bottom right corner.
The selection fields at the top of the menu allow you to limit/select the displayed data accordingly. By clicking the + sign, you can expand the hierarchy down to the account level.
By right-clicking on a number in the "Actual" column, you can navigate to the individual transaction level via "Execute drillthrough" and "P&L transaction details".
You are welcome to test the Financial Management Suite extensively in a demo. To do so, click on "Demo Access".
Designed for demanding finance professionals
Fragmented data sources, conflicting Excel versions, and time-consuming reconciliations – CFOs, Controllers, and accounting teams know these problems all too well. Monthly financial statements take too long, banks and investors wait for reliable figures, and the finance department is overloaded with manual processing.
The Financial Management Suite brings you clarity and efficiency.
Private Equity Investors
Receive consistent reporting across all portfolio companies, consolidated key performance indicators, and investor-ready analyses. Learn more
SMEs
Benefit from transparency across companies, sound management capabilities, and faster monthly and annual financial statements. Learn more
Tax Advisor
We provide clients with consistent reports from profit and loss statement to cash flow – efficient, clear, and with strong advisory support. Learn more
CFOs and Controllers
Working with a reliable database, efficient analysis tools and significantly less manual effort.
Accounting and Finance teams
You will be relieved of time-consuming Excel work and receive verified reports in secure processes.
One system. All the figures. Maximum transparency.
A central platform for financial data
Automated reporting
Speed
Data security
Flexibility
Relief for the accounting department
How much does the Financial Management Suite cost?
Calculate your price for the Financial Management Suite now. Transparent, flexible, and tailored to your needs.
Features of the Financial Management Suite
Reporting & Analytics
Full transparency regarding profit and loss statement, balance sheet, cash flow and individual KPIs – with standard reports that are ready to use immediately and dynamic dashboards for in-depth analysis.
Planning & Forecasting
Integrated planning and forecasting with minimal effort. Create scenarios, compare planned/actual values, and gain planning certainty for investors, banks, and management.
Consolidation
Automated consolidation across multiple companies, including intercompany eliminations and currency translation. A consistent consolidated financial statement is generated at the touch of a button.
Interfaces
Seamless integration of all relevant accounting and banking systems – from DATEV and SAP to bank APIs. This ensures that financial data is automatically and accurately transferred to reporting.
Further modules
Special modules such as the PE cockpit provide investors and investment companies with exactly the key figures they need – from portfolio overviews to return analyses.
Individual Developments
Every company is unique. Custom developments allow for the implementation of additional reports, interfaces, and dashboards – tailored to your specific requirements.
See the Financial Management Suite in action.
Gain full transparency now. A free demo shows how quick and easy it is.
Financial Management Suite
FMS: The solution for SMEs, Private Equity Firms and Tax Advisors
The Financial Management Suite (FMS) from loyos bi is the ideal reporting solution for demanding SMEs, Private Equity firms, and Tax Advisors who rely on dependable figures. It combines consolidation, planning, and forecasting with over 25 standard reports on profit and loss, balance sheet, and cash flow – all at the touch of a button.
With FMS, financial reporting becomes scalable, efficient, and transparent. All relevant data is centrally available – from the group overview down to the individual booking level. Thanks to seamless interfaces, systems such as DATEV, SAP, Sage, LucaNet, or even Excel and CSV files can be easily integrated.
Efficiency, transparency and flexibility in one system
Instead of struggling through manual Excel spreadsheets, FMS delivers validated, consistent analyses in interactive dashboards. Heterogeneous companies, different charts of accounts, currencies, or evaluation structures – everything is brought together in a central report.
The solution offers complete flexibility: In addition to planning, forecasts, and consolidation, features such as a PE cockpit, customizable KPIs, and many more are available. All key figures can be flexibly filtered, compared, and analyzed down to the company or cost center level – for maximum transparency.
Ready to go in no time – with support from Finance -professionals
Getting started with FMS is quick: The system is ready for use in less than two weeks, and the average effort on the customer's side is only one hour.
And should support ever be needed, experienced help is available. Finance-Professionals at your side who know the requirements of investors, banks and management.
The FMS contract can be cancelled monthly. Theoretically. In practice, this almost never happens – and frankly, we're very happy about that. Customers appreciate this combination of efficiency, transparency, and service – and remain loyal to FMS in the long term.
This is how the introduction process works
The onboarding process for the Financial Management Suite is intentionally streamlined and efficient. Your reporting will be live within two weeks – requiring only one hour of effort from your team. After a brief kick-off meeting, your requirements are defined and the relevant systems are connected, such as DATEV, SAP, or LucaNet. The system is then configured... loyos bi Team includes the standard reports – over 25 immediately usable reports on profit and loss, balance sheet, cash flow and other key figures.
After go-live, all your figures are available centrally, consistently, and in a coordinated manner – the balance sheet is reconciled, and you can start analyzing immediately. If needed, customized dashboards, key performance indicators (KPIs), planning figures, or additional data sources can be integrated. Practical training courses, webinars, and a help center ensure that your team can quickly and confidently integrate the FMS into their daily workflow.
Answers to your questions
How quickly can the software be implemented? Which systems can be connected? And how secure is the data? In this section, you will find the most frequently asked questions about the Financial Management Suite (FMS) – answered concisely and to the point.
Stop wasting time in Excel spreadsheets – and rely on professional financial reporting that convinces investors, banks and management.
How complex is the implementation?
The implementation typically takes less than 2 weeks, with approximately 1 hour of effort on the customer's side.
Can existing accounting systems be integrated?
Yes. Whether DATEV, SAP, Sage, LucaNet, Excel, or many others – your data sources can be connected. Learn more about the interfaces.
What key figures are included?
Standard features include profit and loss statement, balance sheet, cash flow, net debt, working capital and much more – plus individual KPIs as needed.
What happens when requirements change?
That's no problem. The suite is modular and can be expanded at any time. Learn more
Can custom KPIs be added?
Yes – individual key performance indicators, structures, and dashboards can be flexibly integrated. Learn more about custom developments.
How quickly are reports available?
Standard reports are available immediately; individual enhancements are implemented within a few days.
Are the reports bank- and audit-proof?
Yes – FMS meets the requirements of banks, investors and auditors.
Is the data secure?
Yes. We use GDPR-compliant hosting in the Netherlands. Furthermore, Microsoft Cloud Security and a granular rights and roles concept ensure maximum security.
Martin Sperling from loyos bi as a guest at Close the deal Podcast
In the Close the Deal podcast, Martin Sperling, founder and CEO of loyos bi, how his time as interim CFO in PE portfolio companies led him to founding loyos bi moved. Hear about the challenges that arise daily in financial reporting – from fragmented reports to Excel nightmares.
See the Financial Management Suite in action.
Gain full transparency now. A free demo shows how quick and easy it is.
About loyos bi
loyos bi was created in 2020 by Finance - and BI experts founded – with the goal of finally making reporting simple and reliable.
Today, over 1,000 users rely on the solutions. More than 80% of new customers come through referrals – a strong sign of satisfaction and trust.
Support doesn't end with go-live: Customers receive personal support, continuous development of reports, and, upon request, content support. Finance - or HR controlling. This creates a long-term partnership instead of just a software solution.
