Financial Management Suite in use
Where the Financial Management Suite makes the biggest difference
The Financial Management Suite is flexibly deployable – 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 unclear.
Whether a high-growth SME, a Private Equity Company, or a Tax Consultancy with demanding clients: FMS consolidates all financial data in one system – from cost center accounting to forecasting – thus creating clarity, efficiency, and traceability. Decisions are based on consistent figures that can be traced back to the document level.
Possible Use Cases of the Financial Management Suite
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SMEs
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, enabling CFOs and controllers to generate valid reports at the touch of a button.
Thanks to the integrated structure, companies maintain an overview at all times, even across cost centers and cost objects – with clear plan-actual comparisons and up-to-date forecasts.
Private Equity
Private Equity Investors need to maintain an overview of numerous portfolio companies. FMS enables unified reporting across all investments, consolidates key performance indicators, and delivers bank- and investor-ready reports in minutes instead of days. Automated forecasts and scenario analyses allow for rapid simulation of developments. Drill-down to the document level ensures that figures remain verifiable at all times – a crucial advantage over traditional Excel reports.
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 profit and loss statements to cash flow statements. Furthermore, FMS allows all provided financial data to be presented consistently and in a structured manner, enabling clients to track target/actual variances, key performance indicators, and trends at any time. This strengthens advisory expertise – and saves time in reconciliation.
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".
One system, many applications
FMS is not limited to specific industries. It is suitable for any company that values transparency, speed, and investor-ready reports. FMS particularly shines where multiple companies need to be consolidated or where banks and investors expect precise reporting.
Why FMS convinces customers
- Relief for the finance department: No more time-consuming Excel maintenance – reports are generated automatically and without errors.
- Faster closing times: Monthly and quarterly closings, which 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 one report.
- Integrated planning & forecasting: Planned values can be entered centrally, forecasts can be calculated automatically, and scenarios can be visualized directly.
- Cost center and cost unit accounting: Financial data can be specifically analyzed and evaluated according to areas of responsibility.
- Drill-down to document level: Every key figure is traceable – from the overview to the booking entry.
- Suitable for banks and investors: Standard reports such as profit and loss statements, balance sheets and cash flows meet the requirements of external stakeholders.
- Flexibility during growth: New companies or structures can be integrated into the reporting without much effort.
- Minimal implementation effort: Go-live in less than two weeks, with approximately one hour of effort on the customer's side.
- Competent contacts: Personal support from Finance Professionals who understand the needs of SMEs and investors.
See the Financial Management Suite in action.
Gain full transparency now. A free demo shows 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 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.
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.
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.
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.
