Planning & Forecasting in the Financial Management Suite
Financial planning thrives on speed and accuracy. When budgets, forecasts, and scenarios are maintained in disparate files, time, transparency, and trust in the figures are lost. The Financial Management Suite (FMS) solves this problem by combining planning and reporting in a single system.
All planned values are centrally integrated, automatically compared with 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 are contained in one system. All data sources access the same basis – without breaks or manual reconciliations.
Forecasts at the touch of a button
Current actual data is automatically imported and compared with planned values.
Scenario calculations
Best Case, Worst Case or Real Case – flexibly modelable for informed decisions.
Clear plan-actual comparison
Deviations are automatically detected and displayed transparently – comprehensible for CFOs, Controllers and investors.
Consistent database
Planning, forecasting and reporting remain synchronized at all times – no duplication of effort, no version conflicts.
Time savings for Finance - Teams
Less coordination, less maintenance – more focus on analysis and control.
See the Financial Management Suite in action.
Gain full transparency now. A free demo shows how quick and easy it is.
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".
Users of the Financial Management Suite
Planning and forecasting affect many decision-makers within a company – from medium-sized businesses and investors to management. FMS provides everyone with the right perspective: precise planning values, up-to-date forecasts, and comprehensible scenarios based on consistent data.
Medium-sized businesses
Budget meetings are time-consuming and frustrating – different versions, varying sources, endless coordination. With FMS, planned figures are centrally integrated, automatically checked, and synchronized with current actual data. This accelerates the entire process and creates transparency for everyone involved.
Banks and Private Equity Investors
Banks and Private Equity Investors today expect regular, reliable forecasts. FMS automatically updates forecasts, uses current actual data, and outputs results in the same layout as the reporting – professionally, quickly, and transparently.
Management
How do price adjustments, acquisitions, or rising interest rates affect cash flow? With FMS, scenarios can be simulated and compared in minutes. This allows management and CFOs to make well-informed decisions based on current, consistent data.
Controller
Controllers need reliable planning results that can be analyzed without manual reconciliation. The FMS delivers consistent plan 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 frees up more time for interpretation and less time spent on data maintenance.
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.
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.
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.
Can individual planning logics be mapped?
Yes. All planning logics are individually developed and centrally integrated into the FMS – regardless of whether they are top-down, bottom-up, or hybrid approaches.
How up-to-date are the forecasts?
Forecasts are based on the most current actual data and can be recalculated or adjusted at any time.
Are scenario calculations flexibly configurable?
Yes. Parameters such as revenue, costs, currency, or interest rates can be flexibly adjusted to represent different scenarios.
Can planning 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?
The FMS brings all planned and actual data into one system. This means: less coordination, no duplicate data entry – and always a consistent, up-to-date data basis.
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.
