Reporting & Analytics in the Financial Management Suite
Many companies waste valuable time week after week because financial data from various systems is manually compiled and processed in Excel. Errors creep in, reports are delayed, and investors, banks, or management lack an up-to-date overview.
With the reporting and analytics functions in the Financial Management Suite, these problems are a thing of the past. All relevant data is available in real time in clear dashboards and standard reports – from profit and loss statements and balance sheets to individual KPIs.
Standard reports available immediately
Over 25 predefined reports on profit and loss, balance sheet, cash flow, net debt and working capital.
Dynamic dashboards
All key figures at a glance – flexibly filterable by company, cost center or time period.
Individual KPIs
Custom key performance indicators (KPIs) can be displayed at any time without the need for complex IT projects.
Real-time transparency
Data updates are performed on a monthly or daily basis, depending on the system connection.
Investor and bank-ready
Reporting at a level that meets the requirements of Private Equity firms, banks, and auditors.
Ready to use immediately
FMS setup in less than two weeks, minimal effort on the customer's side.
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
The Financial Management Suite is used where financial transparency and efficiency are crucial. Whether in Private Equity, medium-sized businesses, or CFO offices – it provides every manager with precisely the reports, key figures, and analyses needed for fast, informed decisions.
Private Equity Investments
Transparency is crucial for buy-and-build strategies or portfolio companies with multiple subsidiaries. FMS's reporting and analytics enables consolidated reports across all investments – including standardized KPIs that allow for genuine comparisons. Operating partners and investment managers can see portfolio performance at the touch of a button and make data-driven decisions.
Medium-sized companies
Many medium-sized companies are struggling with increasing demands from banks and investors. Existing Excel reports are often too imprecise, delivered too late, and overwhelm accounting staff who have to painstakingly create these reports manually. Reporting & Analytics in FMS relieves these teams by automating these tasks. The result: reliable, bank-compliant reports that immediately build trust – whether for financing negotiations, rating discussions, or internal management meetings.
CFO Office
CFOs and Controllers are often forced to invest operational time in manually creating reports. FMS's reporting and analytics eliminates this workload. Instead of Excel workarounds, financial reports are available at the touch of a button, always transparent and consistent. This frees up time for what matters most: strategic financial management and well-informed decisions.
CEOs
Managing directors need a clear overview of financial performance – without having to delve into Excel spreadsheets themselves. Reporting & Analytics in FMS provides them with consistent, reliable key performance indicators (KPIs) for revenue, costs, cash flow, and results – always accurate and in real time. This ensures that budget discussions, investment decisions, and strategic debates are based on a solid data foundation.
Controller
Controllers often stand between accounting, the CFO, and management – and have to prepare, check, and explain data. The FMS automates a large part of this work: Instead of investing time in manual reconciliations and formatting, controllers receive structured reports, flexible filtering options, and full traceability down to the document level. This frees up time for real analysis instead of 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
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.
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.
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.
Which standard reports are included?
More than 25 reports, including profit and loss statement, balance sheet, cash flow, net debt, working capital – ready to use immediately and expandable.
Can reports be customized?
Yes. Your own KPIs, calculation logics or structures can be flexibly mapped, so that the reporting fits your company exactly.
How deep can you zoom into the data?
Drill-down functionality allows for the analysis of figures down to the company, cost center, or even booking level.
Can reports be exported and shared?
Yes. Reports can be exported in various formats and shared with banks, investors, or auditors.
How flexible is the authorization control in reporting?
Access rights can be controlled in a granular way – from the group overview down to the individual company or cost center.
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.
