Financial Management Suite for Tax Consulting
Tax advisors are facing increasing demands: clients now expect more than just bookkeeping. Banks and investors require transparent financial reports, and companies need up-to-date key performance indicators for their decisions – and as quickly and accurately as possible.
In practice, this means that tax firms have to export data from DATEV, make manual adjustments in Excel, and generate custom reports on demand. This costs valuable time and ties up resources that would be better invested in consulting and client support.
The Financial Management Suite (FMS) addresses this very issue: It expands traditional tax consulting with modern, automated reporting – efficient, transparent and client-friendly.
Why FMS is particularly suitable for tax advisors
FMS is a Reporting-as-a-Service solution that automatically processes financial data and makes it available in consistent reports. Tax advisors can use it to expand their services and offer clients real added value.
How tax advisors benefit
- Expansion of the service portfolio: From pure accounting to professional reporting and controlling.
- Seamless integration of common systems: Automated data transfer from DATEV (LuG, Kanzlei-Rechnungswesen), SAP, Sage, LucaNet as well as from Excel and CSV files.
- Standardized reports: profit and loss statement, balance sheet, cash flow and other key figures – consistent and available at any time.
- Client-friendly dashboards: Transparent analyses for managing directors, CFOs and banks.
- Time savings in everyday law firm work: No more special reports in Excel – data flows automatically into the reporting.
- Scalability : Easy expansion to multiple clients without additional effort.
- Market differentiation: Tax advisors are positioning themselves as modern partners with digital reporting expertise.
FMS for tax consulting
Professional reporting is becoming a competitive advantage for many clients. FMS enables law firms to provide bank-compliant reports and consolidated analyses – quickly, in a structured manner, and without any additional effort in their daily operations.
Law firms with high-growth clients
We support companies with professional reports for banks and investors.
Clients with multiple companies
Consolidated reports across all business units.
Consultations
Using dashboards and key performance indicators as a basis for client consulting.
Business model expansion
Positioning as a reporting partner alongside traditional tax consulting.
Sometimes a video says more than 1,000 words.
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.
How does the integration with the client systems work?
FMS automatically imports data from DATEV (LODAS, LuG, Kanzlei-Rechnungswesen), SAP, Sage, LucaNet as well as from Excel and CSV files and much more.
How exactly do clients benefit?
Managing directors and CFOs receive transparent reports at any time – without waiting times or special requirements.
Can the FMS be used for multiple clients?
Yes – tax advisors can use the solution for any number of clients with minimal additional effort.
Which key performance indicators (KPIs) are available to clients?
Standard reports such as profit and loss statement, balance sheet, cash flow statement, as well as individual KPIs tailored to client requirements.
How does FMS improve the competitive position of law firms?
Digital reporting solutions allow tax advisors to differentiate themselves from the competition and offer their clients clear added value.
How much does the Financial Management Suite cost?
Calculate your price for the Financial Management Suite now. Transparent, flexible, and tailored to your needs.
The revolution for your financial reporting
Reporting and Analytics
Planning & Forecasting
Consolidation
Interfaces
Further modules
Individual Developments
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.
