Planning & Forecasting in the Financial Management Suite
Financial planning thrives on speed and accuracy. When budgets, forecasts, and scenarios are maintained in different files, time, transparency, and trust in the figures are lost. The Financial Management Suite (FMS) remedies this by combining planning and reporting in a single system.
All planned values are integrated centrally, automatically compared with the current actual data, and clearly visualized. Forecasts can be updated at the touch of a button, and scenarios can be run through in minutes. This makes financial planning not only faster but also more consistent.
Everything at a glance
The planning and reporting data is stored in one system. All data sources access the same database—without any gaps or manual adjustments.
Forecasts at the touch of a button
Current actual data is automatically imported and compared with planned values.
scenariocalculations
Best case, worst case, or real case—flexible modeling for informed decisions.
Clear plan-actualcomparison
Deviations are automatically detected and presented transparently—traceable for CFOs, controllers, and investors.
Consistent database
Planning, forecasting, and reporting remain synchronized at all times—no duplication of work, no version conflicts.
Time savings forfinance teams
Less coordination, less maintenance—more focus on analysis and control.
See the Financial Management Suite in action.
Gain complete transparency now. A no-obligation demo shows you how quick and easy it is.
Discover the Financial Management Suite
Here you can get an initial insight into the Financial Management Suite. Feel free to click through.
To maximize the view, select "Full Screen Mode" at the bottom right.
The selection fields at the top of the menu allow you to restrict/select the data displayed. By clicking on the + sign, you can expand the hierarchy down to account level.
By right-clicking on a number in the "Actual" column, you can navigate to the individual booking level via "Execute drillthrough" and "Booking details P&L."
You are welcome to test the Financial Management Suite in detail in a demo. To do so, click on "Demo access."
Users of the Financial Management Suite
Planning and forecasting affect many decision-makers in a company—from mid-level managers and investors to senior management. FMS provides everyone with the right perspective: precise plan values, up-to-date forecasts, and comprehensible scenarios based on a consistent database.
small and medium-sized enterprises
Budget rounds take time and nerves – different versions, different sources, endless coordination. With FMS, planned values are integrated centrally, automatically checked, and synchronized with the current actual data. This speeds up the entire process and creates transparency for everyone involved.
Banks and private equity investors
Banks and private equity investors now expect regular, valid forecasts. FMS automatically updates forecasts, uses current actual data, and outputs results in the same layout as reporting—professionally, quickly, and transparently.
management
How do price adjustments, acquisitions, or rising interest rates affect cash flow? With FMS, you can simulate and compare scenarios in minutes. This enables management and CFOs to make informed decisions based on current, consistent data.
controller
Controllers require reliable planning results that can be analyzed without manual coordination. FMS provides consistent planned and actual data, automated variance analyses, and clear scenario comparisons—all at the touch of a button and traceable down to the document level. This leaves more time for interpretation instead of data maintenance.
Features of the Financial Management Suite
Reporting and Analytics
Full transparency over P&L, balance sheet, cash flow, and individual KPIs—with standard reports that are ready to use right away and dynamic dashboards for in-depth analysis.
Additional 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.
consolidation
Automated consolidation across multiple companies, including intercompany eliminations and currency translation. Consistent consolidated financial statements are generated at the touch of a button.
customized developments
Every company is unique. With custom developments, additional reports, interfaces, and dashboards can be implemented—tailored to your requirements.
interfaces
Seamless integration of all relevant accounting and banking systems—from DATEV to SAP to bank APIs. This ensures that financial data is automatically transferred to reporting without errors.
Financial Management Suite
FMS: The solution for SMEs, private equity, and tax advisors
The Financial Management Suite (FMS) from loyos bi is the reporting solution for demanding medium-sized companies, private equity firms, and tax consultancies that rely on reliable figures. It combines consolidation, planning, and forecasts with over 25 standard reports on P&L, balance sheet, and cash flow—all at the touch of a button.
FMS makes financial reporting scalable, efficient, and transparent. All relevant data is available centrally—from the group overview down to the booking level. Thanks to seamless interfaces, systems such as DATEV, SAP, Sage, LucaNet, or even Excel and CSV files can be easily connected.
Efficiency, transparency, and flexibility in one system
Instead of struggling with manual Excel spreadsheets, FMS delivers verified, consistent analyses in interactive dashboards. Heterogeneous companies, different charts of accounts, currencies, or evaluation structures—everything is brought together in a central reporting system.
The solution offers complete flexibility: in addition to planning, forecasting, and consolidation, it offers functions such as a PE cockpit, individual KPIs, and many other features. All key figures can be flexibly filtered, compared, and analyzed down to the company or cost center level—for maximum transparency.
Quickly ready to go—with support from finance professionals
Getting started with FMS is quick and easy: the system is up and running in less than two weeks, and it takes customers an average of just one hour to set up.
And if support is ever needed, experienced finance professionals who are familiar with the requirements of investors, banks, and management are on hand to help.
FMS can be canceled on a monthly basis. In theory. In practice, this hardly ever happens—and we are very happy about that, to be honest. 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.
Can individual planning logics be mapped?
Yes. All planning logics are set up individually and integrated centrally in the FMS—whether top-down, bottom-up, or hybrid.
How up-to-date are forecasts?
Forecasts are based on the latest actual data and can be recalculated or adjusted at any time.
Can scenario calculations be flexibly adjusted?
Yes. Parameters such as sales, costs, currency, or interest rates can be flexibly adjusted to reflect different scenarios.
Can plan and forecast data be exported?
Yes. Reports can be exported in various formats and used, for example, for banks, investors, or management presentations.
How does FMS planning differ from traditional models?
FMS brings all planned and actual data into one system. This means less coordination, no duplicate data maintenance, and a consistently up-to-date set of figures.
See the Financial Management Suite in action.
Gain complete transparency now. A no-obligation demo shows you how quick and easy it is.
About loyos bi
loyos bi was founded in 2020 by finance and BI experts 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 recommendations—a strong sign of satisfaction and trust.
Support does not end with go-live: customers receive personal support, continuous development of reports, and, if desired, content support in finance or HR controlling. All loyos bi contact persons are based in Germany and speak German – you have a direct line to us. This creates a long-term partnership rather than just a software solution.
