Features of the Financial Management Suite
Reporting-as-a-Service for CFOs, Controllers and Private Equity
Professional financial reporting is more than just profit and loss statements, balance sheets, and cash flows. Especially in medium-sized businesses and the Private Equity Sector, speed, consistency, and scalability are crucial. The Financial Management Suite (FMS) from loyos bi was developed to meet precisely these requirements: from reporting & analytics to planning and forecasting, all the way to consolidation and interface integration.
The FMS grows with the requirements – modular in design, flexibly expandable and scalable at any time.
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.
Sometimes a video says more than 1,000 words.
See the Financial Management Suite in action.
Gain full transparency now. A free demo shows how quick and easy it is.
Your advantages at a glance
With the Financial Management Suite, you can get started with fully functional reporting in less than two weeks. Over 25 standard reports are available immediately, while systems like DATEV, SAP, Sage, and LucaNet integrate seamlessly. Your data remains secure at all times – thanks to GDPR-compliant hosting in the Netherlands – and you benefit from personal support from experienced professionals. Finance -Experts.
Book a demo now and experience how easy professional financial reporting can be.
How much does the Financial Management Suite cost?
Calculate your price for the Financial Management Suite now. Transparent, flexible, and tailored to your needs.
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.
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.
