Financial Management Suite for SMEs
Financial reporting in small and medium-sized enterprises – from Excel chaos to clarity
Many small and medium-sized enterprises (SMEs) struggle with the same problems: financial data is stored in different systems, reports are laboriously created in Excel, monthly closings take too long, and banks demand reliable figures. At the same time, often lean finance departments lack the time and resources to meet complex reporting requirements.
The Financial Management Suite takes the pressure off: it automates reporting, consolidates companies, and delivers reliable figures – quickly, transparently, and in a format suitable for investors.
Why FMS is particularly suitable for SMEs
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, verified figures at any time—from P&L to cash flow.
Medium-sized companies in particular benefit
- Relief for small teams: Finance departments no longer have to battle with Excel—financial reports are generated automatically.
- Fast monthly and quarterly closings: Validated reports are available in minutes instead of days.
- Bankable and creditworthy: P&L, balance sheet, cash flow, and other standard reports meet the requirements of banks and investors.
- Transparency across all companies: Even with multiple subsidiaries or locations, you can maintain a consistent and comparable overview at all times.
- Consolidation made easy: Different charts of accounts and currencies are consolidated in a central reporting system.
- Flexible and adaptable: Whether through organic growth or new investments, FMS grows with your company.
- Quick introduction: Start in less than two weeks, effort on the customer's side approx. one hour.
- Personal support: Contact persons in Germany who understand the requirements of SMEs.
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."
FMS in small and medium-sized enterprises
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 uniform database that benefits everyone, from management to the finance department.
management
Get clarity on your current financial situation at any time—without having to wait.
CFOs
Work with consistent data for planning, forecasting, and bank reporting.
controller
Save valuable time because you no longer have to manually merge data from different systems.
finance departments
Are noticeably relieved and can concentrate on analyses instead of Excel.
Sometimes a video says more than 1,000 words.
See the Financial Management Suite in action.
Gain complete transparency now. A no-obligation demo shows you how quick and easy it is.
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 quickly can an SME get started with FMS?
Usually within two weeks, with minimal effort on the customer's part.
Which systems can be connected?
These include DATEV, SAP, Sage, LucaNet, Excel, and CSV files. More about the interfaces
How do SMEs benefit compared to large companies?
SMEs in particular have lean finance teams, which are now significantly relieved. Reports that used to take days to produce are now available in minutes.
How secure is the data?
All data is hosted and protected in accordance with GDPR regulations in the Microsoft West Europe Cloud in the Netherlands.
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.
Gain complete transparency now. A no-obligation demo shows you how quick and easy it is.
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.
