Extensions to the Financial Management Suite
Additional features for Private Equity and high-growth companies
The Financial Management Suite already covers the core requirements of finance departments with its reporting, planning, consolidation, and interfaces. However, Private Equity Investors and CFOs in medium-sized businesses often have very specific additional requirements – from portfolio dashboards to customized KPI extensions.
FMS offers additional features specifically tailored to these requirements.
Cash Board
The Cash Board is an add-on module for FMS that provides a clear overview of bank data and liquidity trends. Account balances, transactions, and forecasts are readily available – centrally, consistently, and for all companies.
PE cockpit
Overview of portfolio management for all investments – including return metrics, benchmarking and consolidated portfolio KPIs for investment committees and investors.
Cash flow and working capital analyses
Extended key performance indicators for liquidity management and efficiency in working capital.
Customer and supplier analyses
By industry, region and individual clusters.
Extended KPI setups
Mapping of individual key figures that go beyond the standard reports, also known as custom development.
Custom dashboards
Custom-developed views that combine financial data with operational metrics.
See the Financial Management Suite in action.
Gain full transparency now. A free demo shows how quick and easy it is.
Users of the Financial Management Suite
The FMS extensions complement standard reporting with deeper analyses and customized key performance indicators. They provide CFOs, controllers, and investors with precisely the additional insights needed for informed decisions and precise corporate management.
Private Equity Portfolios
The PE Cockpit provides investors with a standardized, consolidated view of their entire portfolio. Returns, benchmarks, and KPI comparisons are immediately available – a real advantage for investment committees or reporting to limited partners.
Growth-oriented medium-sized companies
Companies operating in dynamic markets need more than standard reports. Enhanced KPI setups and working capital analyses enable better management of growth projects and more informed financing decisions.
Individual requirements
If standard reports aren't sufficient, custom dashboards can be developed – for example, to combine financial and HR data or to map industry-specific KPIs. Learn more about custom developments.
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.
Individual Developments
Every company is unique. Custom developments allow for the implementation of additional reports, interfaces, and dashboards – tailored to your specific requirements.
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.
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.
Answers to your questions
In this section you will find the most frequently asked questions about the Financial Management Suite (FMS) – answered concisely and to the point.
For whom are the expansions particularly interesting?
Especially for Private Equity Investors and CFOs who need to manage a portfolio or keep an eye on specific KPIs.
Does the PE cockpit differ from standard reporting?
Yes. While standard reports cover profit and loss, balance sheet and cash flow, the PE cockpit provides portfolio metrics, return analyses and benchmarking.
Can custom key performance indicators be added?
Yes. The system can be extended with individual KPIs and industry-specific metrics. Learn more
How flexible are custom dashboards?
They can be individually developed to, for example, combine financial and HR data or to map company-specific structures. Learn more
Are the extensions optional?
Yes. They are added as needed and are fully integrated with the other features of the FMS.
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.
