Financial Management Suite for SMEs
Financial reporting in medium-sized businesses – 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.
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, 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 SMEs.
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 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.
Sometimes a video says more than 1,000 words.
See the Financial Management Suite in action.
Gain full transparency now. A free demo shows how quick and easy it is.
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 quickly can an SME get started with FMS?
Typically 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 information about the interfaces.
How do SMEs benefit compared to large companies?
Small and medium-sized enterprises (SMEs) in particular have lean finance teams that are significantly relieved of their workload. Reports that used to take days are now available in minutes.
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.
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.
Gain full transparency now. A free demo shows how quick and easy it is.
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.
