Software for controlling of equity holdings

Increasingly complex corporate structures and the ongoing trend towards decentralisation and internationalisation have led to a much higher workload for the controlling and management of equity holdings in recent years. Now, more than ever, companies need a solid instrument on which they can build a cost-effective investment accounting system.


Make use of our extensive experience in the field of accounting, and manage your investments in a transparent and targeted manner. With LucaNet.Equity, we guarantee you an intelligent, sophisticated product – the result of many years of professional development work.

Services

Planning 

  • Representation of actual and planned data at monthly, quarterly and annual level
  • Best and worst-case scenarios
  • Rolling planning and forecasts throughout the fiscal year
  • Adoption of existing plans from MS Excel and other data sources

Controlling and reporting 

  • Ad-hoc reporting
  • Interactive analysis function
  • Diagrams
  • Sparklines directly in value cells
  • Management cockpit
  • Individual reporting
  • Full Excel integration

All the LucaNet.Equity services can be found in our brochure.

 

 

Statistical account workspaces

In addition to just financial figures, any statistical information can be represented and visualised graphically in LucaNet, e. g. personnel figures.

Graphic visualisation of statistical information in LucaNet
Tabular views with sparklines and coloured light functions

Contribution Costing

Tabular views with sparklines and coloured light functions provide a high level of information density. This way discrepancies can be detected early on and appropriate measures may be initiated.

Ratio Analysis

With just a few clicks, complex Key Performance Indicators (KPIs) and covenants for all equity holdings are created.

Easy creation of complex Key Performance Indicators (KPIs) and covenants

Benefits

Simply reliable

LucaNet software is certified pursuant to the Institute of Auditors in Germany e.V. (IDW) audit standard PS 880 and is therefore compatible with all principles of proper accounting and control.
 

Simply connective

When it comes to importing data, not only is there a user-configurable MS Excel converter available, but the LucaNet.Importer module also provides a large number of ready-made interfaces to all commonly used ERP and financial accounting systems. This means all relevant data can be imported conveniently at the push of a button. Furthermore, data can be collected, validated and correlated on a decentralised basis via the web using the LucaNet.Group Report module.
 

Simply transparent

Sustainable controlling of equity holdings requires reliable data. With LucaNet.Equity, every single figure can be traced down to posting and even document level with a few mouse clicks. This guarantees you maximum transparency.

Simply flexible

LucaNet.Equity enables you to integrate heterogeneous data and structures for individual equity holdings in a quick and straightforward way, for a uniform representation. Not only does this facilitate data analysis, but also benchmarking within your portfolio of equity holdings. As requirements grow, LucaNet.Financial Consolidation also gives you the possibility to prepare consolidated financial statements in one and the same solution.

Source systems

Source systems

Data transfer can be performed using the LucaNet.Importer software module's user-configurable MS Excel interfaces and a large number of ready-made interfaces to all commonly used ERP and financial accounting systems. What's more, the LucaNet.Group Report module can also be used to collect and validate data.

Source systems overview

Customer success stories

Uwe Lutz, Leica Camera AG

It is quite simple for us: Information provides clarity. Clarity provides transparency. And transparency is the basis for trust. Therefore we have opted out LucaNet.

Uwe Lutz

Head of Finance Department
Leica Camera AG

Case Study
Ulrich Leib, Toshiba Electronics Europe GmbH

LucaNet helps to create a profit and loss account, balance sheet and liquidity planning by ready-to-use planning forms at the push of a button.

Ulrich Leib

Head of Controlling
Toshiba Electronics Europe GmbH

Case Study

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