Individual developments in the Financial Management Suite

Every company has its own specific requirements for financial reporting and controlling. Standard reports are often insufficient because certain KPIs, structures, or processes need to be mapped individually. Many controllers currently solve this cumbersomely with lengthy Excel spreadsheets – a method that is prone to errors and very time-consuming.

This is much easier with the Financial Management Suite: In addition to the standard features, individual reports, dashboards and interfaces can be developed for you – precisely tailored to the needs of your company, without lengthy IT projects.

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Financial Management Suite

Custom developments for the Financial Management Suite

Individual KPIs

Mapping of company-specific key figures, e.g. recruiting efficiency, cost per employee or own performance metrics.

Custom dashboards

Visualizations that precisely match the requirements of HR, CFOs or management.

Own structures

Mapping of individual departmental or cost center hierarchies, even in complex organizations.

Customized interfaces

Integration of additional systems that go beyond the standard connections.

Corporate Design

Reports and dashboards can be implemented in your company's layout and branding upon request.

Agile implementation

Adjustments are implemented promptly, without lengthy IT projects.

See the Financial Management Suite in action.

Gain full transparency now. A free demo shows how quick and easy it is.

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Individual Developments in the Financial Management Suite

Benefit from FMS's individual developments

Not every company fits into a standard reporting framework. That's why the FMS can be specifically extended – with individual KPIs, structures, and reports that precisely match your management requirements. This results in reporting that adapts to your business model – not the other way around.

Individual KPIs

Every company has its own key performance indicators (KPIs) – from specific revenue or cost metrics to internal efficiency measures. These requirements can be flexibly mapped within the FMS using customized KPIs.

Own structures

Companies with complex corporate structures or special cost center logics can represent their own hierarchies in the FMS – without detours.

Customized reports

Whether it's specialized bank reporting, investor dashboards or internal management analyses: with custom developments, reports are built exactly as needed.

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Financial Management Suite

Your individual development for the Financial Management Suite

Would you like to request a custom development? Pease contact our team, led by Henning Maler, directly:

Financial Management Suite

Features of the Financial Management Suite

Planning & Forecasting FMS

Planning & Forecasting

Integrated planning and forecasting with minimal effort. Create scenarios, compare planned/actual values, and gain planning certainty for investors, banks, and management.

FMS Consolidation

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.

Reporting & Analytics FMS

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.

PE Cockpit FMS

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.

FMS interfaces illustrated

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.

How much does the Financial Management Suite cost?

Calculate your price for the Financial Management Suite now. Transparent, flexible, and tailored to your needs.

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.

Frequently Asked Questions (FAQ)

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.

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What types of individual development are possible?

From KPIs and dashboards to interfaces – almost any requirement can be implemented.

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How complex is the implementation?

Most adjustments can be implemented within a few days or weeks – without major IT projects.

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Who is implementing these developments?

The Finance - and BI experts from loyos bi who understand your requirements and implement them precisely. You benefit from competent contacts who are there for you and your needs!

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Will the individual reports remain updateable?

Yes. All custom developments are built in such a way that they are seamlessly integrated into the FMS and can be used in the long term.

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Can reports also be designed in the company's own corporate identity?

Yes. Reports and dashboards can be implemented in your company's corporate design upon request.

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.

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