Financial reporting in medium-sized businesses

Financial reporting in SMEs – from Excel chaos to clarity

Many small and medium-sized enterprises (SMEs) struggle with the same problems: financial data is scattered across different systems, reports are painstakingly created in Excel, monthly financial statements take too long, and banks demand reliable figures. At the same time, their often lean finance departments lack the time and resources to meet complex reporting requirements.

The Financial Management Suite takes this pressure off: It automates reporting, consolidates companies and delivers reliable figures – quickly, transparently and investor-ready.

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Why FMS is particularly suitable for medium-sized businesses

The Financial Management Suite (FMS) is a Reporting-as-a-Service solution that automatically processes financial data and makes it available in clear reports. It replaces manual Excel spreadsheets with standardized reports and interactive dashboards. This gives companies access to consistent, audited figures at all times – from the profit and loss statement to cash flow.

    Small and medium-sized enterprises (SMEs) in particular benefit

    • Relief for small teams: Finance departments no longer have to fight Excel battles – financial reports are generated automatically.
    • Fast monthly and quarterly closings: Validated reports are available in minutes instead of days.
    • Bankable and creditworthy: Profit and loss statement, balance sheet, cash flow statement and other standard reports meet the requirements of banks and investors.
    • Transparency across all companies: Even with multiple subsidiaries or locations, you maintain a clear overview at all times – consistent and comparable.
    • Consolidation made easy: Different charts of accounts and currencies are combined in one central report.
    • Flexible growth: Whether organic growth or new investments – FMS grows with your company.
    • Quick implementation: Start in less than two weeks, effort on the customer side approximately one hour.
    • Personal support: Contact persons in Germany who fully understand the requirements of medium-sized businesses.
    Financial Management Suite

    FMS in medium-sized businesses

    In medium-sized businesses, finance teams need to be able to make quick and reliable decisions – often despite limited resources and heterogeneous system landscapes. FMS creates a unified data foundation that benefits all roles – from management to the finance department.

    Management

    Get clarity about your current financial situation at any time – without having to wait.

    CFOs

    Working with consistent data for planning, forecasting, and bank reporting.

    Controller

    This saves valuable time because they no longer have to manually merge data from different systems.

    Finance departments

    They are noticeably relieved of workload and can concentrate on analyses instead of Excel.

    Financial Management Suite

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    Frequently Asked Questions (FAQ)

    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.

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    How quickly can a medium-sized company get started with FMS?

    Typically within two weeks, with minimal effort on the customer's part.

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    Which systems can be connected?

    These include DATEV, SAP, Sage, LucaNet, Excel, and CSV files. More information about the interfaces.

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    How do medium-sized businesses benefit compared to large corporations?

    Especially in medium-sized businesses, lean finance teams are significantly relieved of workload. Reports that used to take days are now available in minutes.

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    How secure is the data?

    All data is hosted and protected in compliance with GDPR in the Microsoft West Europe Cloud in the Netherlands.

    How much does the Financial Management Suite cost?

    Calculate your price for the Financial Management Suite now. Transparent, flexible, and tailored to your needs.

    Financial Management Suite

    The revolution for your financial reporting

    Reporting and 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.

    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.

    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.

    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.

    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.

    Learn more