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 variety of systems that generate financial data. However, this data is stored in different formats and must be manually compiled on a regular basis in order to be used for reporting purposes.
The Financial Management Suite provides a solution! It connects all your source systems in a central reporting system. Your accounting, ERP, and banking data is 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, traceable, and without manual rework.
All your tools at a glance—in the FMS
Interfaces of the Financial Management Suite
SAP & ERP
DATEV
Lucanet
Lexware
legend
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 complete transparency now. A no-obligation demo shows you how quick and easy it is.
How you benefit from the FMS interface
When all financial systems can be connected, this creates a decisive advantage: FMS maps all data sources in a central reporting system. Instead of many isolated solutions, there is now only one tool that brings all figures together—consistently, completely, and available at any time.
Combination of different accounting systems
When different companies work with different systems, FMS consolidates the data into a uniform reporting system.
Direct bank data import
Bank transactions are automatically integrated for daily cash flow analyses. CFOs can keep an eye on liquidity at all times.
Flexible addition through Excel sources
Not all data is available in standardized systems. With FMS, Excel or CSV data sources can also be integrated to obtain a complete picture.
Features of the Financial Management Suite
Planning & Forecasting
Integrated planning and forecasts with minimal effort. Create scenarios, compare planned/actual values, and gain planning security for investors, banks, and management.
consolidation
Automated consolidation across multiple companies, including intercompany eliminations and currency translation. Consistent consolidated financial statements are generated at the touch of a button.
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.
customized developments
Every company is unique. With custom developments, additional reports, interfaces, and dashboards can be implemented—tailored to your requirements.
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.
Which systems can be connected?
Supported formats include DATEV, SAP, Sage, LucaNet, Lexware, Addison, Syska, Simba, WISO, Microsoft Dynamics NAV, QuickBooks, bank APIs, Excel/CSV files, and many more.
Can the interfaces be individually expanded?
Yes. If necessary, additional systems can be connected or individual interfaces developed.
How secure is 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. FMS is client- and language-compatible, meaning that international ERP and accounting systems can also be connected.
As often as necessary—monthly, quarterly, or annually. The data is available in its current form at any time.
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.
