Interfaces of the Financial Management Suite
All financial data in one system – integrated, secure, reliable
DATEV, SAP, Sage, LucaNet, Excel, bank APIs – companies use a multitude of systems that generate financial data. However, this data is stored in different formats and must be manually prepared on a regular basis in order to use it in reporting.
The Financial Management Suite provides a solution! It connects all your source systems into a central reporting system. Your accounting, ERP, and banking data are automatically integrated, harmonized, and visualized via interfaces. This creates a complete, consistent overview of all companies, data sources, and financial key figures in one system – up-to-date, transparent, and without manual intervention.
All your tools at a glance - in the FMS
Interfaces of the Financial Management Suite
SAP & ERP
DATEV
Lucanet
Lexware
Sage
Microsoft Dynamics 365 Business Central
Intuit QuickBooks
Flexibility for additional interfaces
Other accounting systems
Bank APIs
Excel & CSV
See the Financial Management Suite in action.
Gain full transparency now. A free demo shows how quick and easy it is.
How you can benefit from the FMS interface
When all financial systems can be connected, a decisive advantage arises: The FMS maps all data sources into a central report. Instead of numerous isolated solutions, there is only one tool that consolidates all the figures – consistently, completely, and available at any time.
Combination of different accounting systems
When different companies work with different systems, the FMS brings the data together – in a unified report.
Direct bank data import
Bank transactions are automatically integrated for up-to-the-minute cash flow analysis. CFOs can keep track of liquidity at all times.
Flexible addition through Excel sources
Not all data is available in standardized systems. The FMS can also integrate Excel or CSV data sources to obtain a complete picture.
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.
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.
Individual Developments
Every company is unique. Custom developments allow for the implementation of additional reports, interfaces, and dashboards – tailored to your specific requirements.
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 systems can be connected?
Supported applications include DATEV, SAP, Sage, LucaNet, Lexware, Addison, Syska, Simba, WISO, Microsoft Dynamics NAV, QuickBooks, as well as bank APIs and Excel/CSV files, and many more.
Are the interfaces individually expandable?
Yes. If required, additional systems can be connected or individual interfaces can be developed.
How secure is the data transfer?
All data is transferred in compliance with GDPR and stored in encrypted form. Hosting takes place in the Microsoft West Europe Cloud in the Netherlands.
Yes. The FMS is multi-client and multilingual, so international ERP and accounting systems can also be connected.
As often as needed – monthly, quarterly, or annually. The data is always available in its most up-to-date form.
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.
