Financial reporting for SMEs & corporate groups

Die Financial Management Suite (FMS) von loyos wurde entwickelt, um Schnelligkeit, konsistente Daten und Flexibilität im Finanzreporting zu vereinen. Als Software-as-a-Service Tool bieten wir umfangreiche Betreuung und Beratung individuell für jeden Kunden.

Screenshot from the Loyos Financial Management Suite. It shows the profit and loss statement comparison to the previous period.
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Financial Management Suite

The revolution for your financial reporting

Reporting and 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

Integrierte Planung und Forecasts mit minimalem Aufwand. Erstelle Szenarien, vergleiche Plan/Ist-Werte und gewinne Planungssicherheit für Investoren, Banken und Geschäftsführung.

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

Jedes Unternehmen ist einzigartig. Mit individuellen Entwicklungen können zusätzliche Reports, Schnittstellen und Dashboards umgesetzt werden – maßgeschneidert für deine Anforderungen.
Financial Management Suite

Are you curious? Click through! 

Deine Reporting Vorteile bei loyos auf einen Blick

With the Financial Management Suite, you can get started with fully functional reporting in less than two weeks. Over 25 standard reports are available immediately, while systems like DATEV, SAP, Sage, and LucaNet integrate seamlessly. Your data remains secure at all times – thanks to GDPR-compliant hosting in the EU – and you benefit from personal support from experienced team members. Finance -Experts.

Book a demo now and experience how easy professional financial reporting can be.

Demo
Ein Screenshot aus der loyos Finanzsoftware die den GuV Vorperiodenvergleich zeigt.

Wie hilft dir loyos beim Reporting?

Many companies waste valuable time week after week because financial data from various systems is manually compiled and processed in Excel. Errors creep in, reports are delayed, and investors, banks, or management lack an up-to-date overview.

With the reporting and analytics functions in the Financial Management Suite, these problems are a thing of the past. All relevant data is available in real time in clear dashboards and standard reports – from profit and loss statements and balance sheets to individual KPIs.

  • Standard reports available immediately
  • Dynamic dashboards
  • Individual KPIs
  • Group consolidation
  • Real-time transparency
  • Investor and bank-ready

Welche Möglichkeiten zur Planung und Forecasting bietet die FMS?

Financial planning thrives on speed and accuracy. When budgets, forecasts, and scenarios are maintained in disparate files, time, transparency, and trust in the figures are lost. The Financial Management Suite (FMS) solves this problem by combining planning and reporting in a single system.

All planned values are centrally integrated, automatically compared with current actual data, and clearly visualized. Forecasts can be updated at the touch of a button, and scenarios can be run through in minutes. This makes financial planning not only faster but also more consistent.

  • Everything at a glance
  • Forecasts at the touch of a button
  • Scenario calculations
  • Clear comparison of planned versus actual results
  • Consistent database
  • Time savings for finance teams
Ein Screenshot aus der loyos Finanzsoftware die den GuV Forecast zeigt.
Ein Screenshot aus der loyos Finanzsoftware die die Bilanz der Konsolidierungsbuchungen zeigt.

Konsolidierung von Unternehmenszahlen mit loyos

Companies with multiple subsidiaries are familiar with this problem: Each subsidiary operates with its own chart of accounts, different accounting systems, and sometimes even in different currencies. For the consolidated financial statements, this data must be merged and manually reconciled. This costs the accounting department time and almost inevitably leads to errors.

The Financial Management Suite automates consolidation. Intercompany relationships are automatically eliminated, currency conversions are standardized, and the entire process is transparently documented. This results in consistent consolidated financial statements.

  • Efficient intercompany reconciliation
  • Multi-currency capability
  • Flexible chart of accounts mappings
  • Consistent consolidated financial statements
  • Transparency for auditors and investors
  • Relief for the finance department

Mögliche Schnittstellen zur Anbindung an loyos

DATEV, SAP, Sage, LucaNet, Excel, Bank-APIs – in Unternehmen existiert eine Vielzahl von Systemen, die Finanzdaten erzeugen. Diese Daten liegen jedoch in unterschiedlichen Formaten und müssen regelmäßig händisch bereitgestellt werden, um sie im Reporting nutzen zu können.

Die Financial Management Suite schafft hier Abhilfe! Sie verbindet all deine Quellsysteme in einem zentralen Reporting. Über Schnittstellen werden deine Buchhaltungs-, ERP- und Bankdaten automatisch integriert, harmonisiert und visualisiert. So entsteht ein vollständiger, konsistenter Überblick über alle Gesellschaften, Datenquellen und Finanzkennzahlen in einem System - aktuell, nachvollziehbar und ohne manuelle Nacharbeit.

Eine Auswahl aller möglichen Schnittstellen findest du hier.

SAP & ERP

Seamless integration with SAP Business One and SAP S/4HANA as well as other common ERP systems.

DATEV

Anbindung an DATEV für den Import deiner Buchhaltungs- und Lohndaten.

LucaNet

Import of financial, consolidation and planning data from LucaNet.

Lexware

Transfer of accounting and master data from Lexware.

Sage

Integration of financial accounting data from Sage.

Microsoft Dynamics 365 Business Central

Importing financial and ERP data from Dynamics 365 Business Central

Intuit QuickBooks

Import of accounting and transaction data from QuickBooks.

Flexibility for additional interfaces

Zusätzliche Schnittstellen zu deinen Systemen können jederzeit entwickelt und ergänzt werden. Sprich uns an!

Other accounting systems

Also compatible with Addison, Syska, Simba, WISO, and many more.

Bank APIs

Direct import of bank transactions for cash flow analysis and liquidity planning via BANKSapi.

Excel & CSV

Flexible export and import options can be integrated for individual data sources.
Ein Screenshot aus der loyos Finanzsoftware die die Partnermatrix zeigt.

Welche Erweiterungen können zur FMS dazugebucht werden?

The Financial Management Suite already covers the core requirements of finance departments with its reporting, planning, consolidation, and interfaces. However, private equity investors and CFOs in medium-sized businesses often have very specific additional requirements – from portfolio dashboards to customized KPI extensions.

FMS offers additional features specifically tailored to these requirements.

  • PE cockpit
  • Cash flow & working capital analyses
  • Customer and supplier analyses
  • Extended KPI setups
  • Custom Dashboards

Individualentwicklungen für deine ganz besonderen Anforderungen

Jedes Unternehmen hat eigene Anforderungen an sein Finanzreporting und Controlling. Standardberichte reichen oft nicht aus, weil bestimmte KPIs, Strukturen oder Abläufe individuell abgebildet werden müssen. Viele Controller lösen das heute umständlich mit langen Excel-Tabellen – ein Weg, der fehleranfällig ist und viel Zeit kostet.

Das geht mit der Financial Management Suite deutlich einfacher: Neben den Standardfeatures können individuelle Reports, Dashboards und Schnittstellen
entwickelt werden – passgenau zugeschnitten auf die Bedürfnisse deines Unternehmens, ohne langwierige IT-Projekte.

  • Individual KPIs
  • Custom Dashboards
  • Unique structures
  • Customized interfaces
  • Corporate Design
  • Agile implementation
Ein Screenshot aus der loyos Finanzsoftware die den Cashflow-Mapping-Check zeigt.

FMS: The solution for SMEs, Private Equity Firms and Tax Advisors

The Financial Management Suite (FMS) from loyos is the reporting solution for demanding medium-sized businesses, private equity firms, and tax consultancies that 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.