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 import from DATEV (LuG, accounting software), SAP, Sage, LucaNet, as well as from Excel and CSV files. Learn more
- 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.
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".
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.
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See the Financial Management Suite in action.
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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.
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.
Features of the Financial Management Suite
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.
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.
See the Financial Management Suite in action.
Offer your clients more than traditional accounting – with automated, transparent and bank-ready reports from the Financial Management Suite.
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.
