Financial Management Suite in use
Where the Financial Management Suite makes the biggest difference
The Financial Management Suite can be used flexibly—in any company that needs transparency in its financial data. It offers particularly great added value where reporting has previously been complex, time-consuming, or confusing.
Whether you are a fast-growing medium-sized company, a private equity firm, or a tax advisor with demanding clients, FMS bundles all financial data in one system—from cost center accounting to forecasting—creating clarity, efficiency, and traceability. Decisions are based on consistent figures that can be traced back to the document level.
Possible areas of application for the Financial Management Suite
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SME
Medium-sized companies are under pressure to provide banks and investors with transparent financial data. At the same time, they often lack the resources to maintain complex Excel reports. FMS provides immediate relief and enables CFOs and controllers to generate valid reports at the touch of a button.
Thanks to the integrated structure, companies can maintain an overview at all times, even across cost centers and cost units, with clear plan/actual comparisons and up-to-date forecasts.
private equity
Private equity investors need to keep track of numerous portfolio companies. FMS enables uniform reporting across all investments, consolidates key figures, and delivers bank- and investor-ready reports in minutes instead of days. Automated forecasts and scenario analyses allow developments to be simulated quickly. Drilldown to document level ensures that figures remain verifiable at all times – a decisive advantage over traditional Excel reporting.
tax consulting
Tax advisors are increasingly faced with the challenge of supporting clients not only with accounting, but also with reporting. With FMS, tax advisors can offer their clients modern reporting solutions—transparent from P&L to cash flow. In addition, FMS allows all financial data to be presented in a consistent and structured manner, so that clients can track target/actual deviations, key figures, and developments at any time. This strengthens consulting expertise—and saves time in coordination.
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."
One system, many possible applications
FMS is not limited to individual industries. It is suitable for any company that values transparency, speed, and investor-ready reports. FMS really comes into its own when multiple companies need to be consolidated or when banks and investors expect accurate reporting.
Why FMS wins over customers
- Relief for the finance department: No more time-consuming Excel maintenance—reports are generated automatically and error-free.
- Faster closing: Monthly and quarterly closings that previously took days or weeks are now available in minutes.
- Consolidation at the touch of a button: Any number of companies, different charts of accounts, and currencies are combined in a single report.
- Planning & Forecasting Integrated: Plan values can be imported centrally, forecasts calculated automatically, and scenarios visualized directly.
- Cost center and cost unit accounting: Financial data can be analyzed and evaluated specifically according to areas of responsibility.
- Drilldown to document level: Every key figure is traceable—from the overview to the posting record.
- Suitable for banks and investors: Standard reports such as P&L, balance sheet, and cash flow meet the requirements of external stakeholders.
- Flexibility for growth: New companies or structures can be integrated into reporting with minimal effort.
- Minimal implementation effort: Go live in less than two weeks, with around one hour of effort on the customer's side.
- Competent contacts: Personal support from German-speaking finance professionals who understand the requirements of SMEs and investors.
See the Financial Management Suite in action.
Gain complete transparency now. A no-obligation demo shows you how quick and easy it is.
Sometimes a video says more than 1,000 words.
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.
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.
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.
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.
