Financial Management Suite for Tax Consulting
Tax advisors are facing increasing demands: clients have long expected more than just bookkeeping. Banks and investors require transparent financial reports, companies need up-to-date key figures for their decisions—and they need them as quickly and accurately as possible.
In practice, this means data exports from DATEV, manual adjustments in Excel, and special reports on demand for tax firms. This costs valuable time and ties up resources that would be better invested in consulting and client care.
This is where the Financial Management Suite (FMS) comes in: 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 their 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, law firm accounting), SAP, Sage, LucaNet, as well as from Excel and CSV files. Learn more
- Standardized reports: income statement, balance sheet, cash flow, and other key figures—consistent and available at any time.
- Client-friendly dashboards: Transparent evaluations for managing directors, CFOs, and banks.
- Time savings in everyday law firm operations: No more special reports in Excel—data flows automatically into reporting.
- Scalability: Easy expansion to multiple clients without additional effort.
- Differentiation in the market: Tax advisors position themselves as modern partners with digital reporting expertise.
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."
The FMS for tax consulting
Professional reporting is becoming a competitive factor for many clients. FMS enables law firms to provide bank-compliant reports and consolidated analyses—quickly, in a structured manner, and without additional effort in day-to-day business.
Law firms with high-growth clients
Support companies with professional reports for banks and investors.
Clients with multiple companies
Consolidated reports across all parts of the company.
consultation meetings
Use of dashboards and key performance indicators as a basis for client consulting.
Expansion of the business model
Positioning as a reporting partner alongside traditional tax consulting.
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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.
How does integration with client systems work?
FMS automatically imports data from DATEV (LODAS, LuG, Kanzlei-Rechnungswesen), SAP, Sage, LucaNet, Excel and CSV files, and many more.
How do clients benefit specifically?
Managing directors and CFOs receive transparent reports at any time—without waiting times or special requirements.
Can FMS be used for multiple clients?
Yes – tax advisors can use the solution for any number of clients with minimal additional effort.
Which key figures are available for clients?
Standard reports such as income statements, balance sheets, cash flow statements, and individual KPIs tailored to client requirements.
How does FMS improve the competitive position of law firms?
Digital reporting solutions enable tax advisors to differentiate themselves from the competition and offer their clients clear added value.
Features of the Financial Management Suite
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.
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.
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.
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.
See the Financial Management Suite in action.
Offer your clients more than traditional accounting—with automated, transparent, and bank-compatible reports from the Financial Management Suite.
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.
