Lucanet logo
Request demo

Lucanet Consolidation and Financial Planning Hub

Frequently Asked Questions (FAQs)

During your transition, you run both the Lucanet.Financial Client and the Intelligent CFO Solution Platform in parallel. You keep access to the Lucanet.Financial Client throughout. Since the Lucanet.Financial Client and the platform use the same backend, there is no risk of data loss during the transition. 

A defined transition period is in place after the implementation in order to run both the Lucanet.Financial Client and the Intelligent CFO Solution Platform in parallel. At some point, access to the Lucanet.Financial Client is revoked - with prior notification to the customer. Ensuring that your whole team works on one unified platform. We will not revoke access during your business-critical periods. Business cycles are always taken into account before any access change is made. 

Lucanet will transition all Lucanet customers to the Intelligent CFO Solution Platform by 30 June 2027, ensuring that this process is as smooth as possible. The Financial Client will continue to receive technical standard support, critical security updates and essential maintenance updates until the above date. Version 25.1 will be the last version of the Lucanet.Financial Client with no further updates coming.  

The sooner you start, the better, as we'll be able to define the next steps based on your current setup and to plan a timeline that fits your organization's schedule.  To get started with the next steps, please fill out our form. For further information on the migration and what it implies for you, look at our live webinars.

If you have any concerns about meeting the deadline, such as due to complex configurations or critical financial close periods, please contact our Support team or Partner representative as soon as possible to discuss your situation.

Important notice for on-premises customers: Lucanet 25.1 is the final on-premises release. Technical support, software updates, and security patches for on-premises installations will end on December 31, 2026, which is before the Financial Client end-of-life date of June 30, 2027. To avoid operational risk and ensure continued access to support and updates, we strongly recommend starting your transition now. 

To ensure a smooth end-to-end migration, we recommend the following steps:

  • Depending on your situation, you’ll either be contacted to define your migration roadmap or receive materials to guide you through this transition to the Intelligent CFO Solution Platform.   

If you have been contacted, the most common next steps are as follows:

1. Pre-migration assessment: work with Lucanet to document your current workflows and identify which features and processes are business-critical. 

2. Identify out-of-scope functionality: Flag any features you currently use that will not be automatically transferred to the Intelligent CFO Solution Platform (e.g. Group Report, BI Integration, E-Bilanz) and plan alternatives early if required.

3. Get access to the Intelligent CFO Solution Platform: Test your critical workflows in parallel while still having access to the Lucanet.Financial Client. 

4. User training and change management: Enable your team to use the Intelligent CFO Solution Platform confidently before the full cutover.

5. Plan your cutover timing: we recommend a migration window outside of critical financial close periods. 

6. Complete migration by 30 June 2027. 

The sooner we start, the more flexibility we'll have in finding a migration window that aligns with your business calendar. Your team will also be able to benefit sooner from the live and upcoming capabilities on the platform. To get started with the next steps, please fill out our form. For further information on the migration and what it implies for you, look at our live webinars. 

Note: If you access Lucanet through a partner and are not on the Intelligent CFO Solution Platform, get started by filling out the form. Your Partner representative will contact you directly to guide you through the next steps specific to your setup.

Please contact our Support team or Partner representative if you have any further questions.

When determining your migration path, we align with you on a time window that fits your business cycle. We recommend migrating outside of critical financial close periods, audit season, or major reporting deadlines, ideally after a fiscal year-end close and at least 4–6 weeks before your next major reporting deadline.

As soon as you have access to the Intelligent CFO Solution Platform, you can test your workflows in parallel. Since both clients share the same backend, this is primarily about getting familiar with the Intelligent CFO Solution Platform and identifying any differences in areas relevant to your workflows. 

Especially when you use functionality that will not be transferred to the Intelligent CFO Solution Platform, you should start early to evaluate alternatives and plan accordingly.

If your organization has specific timing constraints, please raise them early with your Support team or Partner representative so we can plan a migration window that works for your schedule. 

Note that migration must be completed by 30 June 2027. The earlier you start planning, the more flexibility you have in choosing the right timing.

The Intelligent CFO Solution Platform is set to achieve value parity with the Lucanet.Financial Client – meaning you can accomplish the same core business outcomes (financial consolidation, financial planning and reporting), even where screens, workflows, UX or minor functionality may look or feel different.

We continuously evolve the platform based on what our customers tell us. Your requirements, workflows and preferences drive our development priorities. 

If you identify a specific workflow or functionality that is critical to your work and not yet available, please raise it with your Support team or Partner representative throughout the transition – we track these gaps and evaluate if it belongs to value parity and prioritize accordingly. During your migration, you can continue using the Lucanet.Financial Client alongside the Intelligent CFO Solution Platform, so no workflow is blocked during the transition period.

If you encounter any performance-related topics, the same applies as above. 

Since both the Lucanet.Financial Client and the Intelligent CFO Solution Platform share the same backend, there is no risk of data loss during the transition. 

We recommend using the parallel access period actively. Test your critical workflows in the Intelligent CFO Solution Platform early so any issues can be identified and addressed well before you fully switch over. 

If you encounter any problems, please contact our Support team or Partner representative immediately so we can support you.

Value parity means you can achieve the same core business outcomes (financial consolidation, financial planning and reporting) in the CFP Solution within the Intelligent CFO Solution Platform, even if the implementation, screens, or workflows differ.

Feature parity would mean every individual feature, screen, and function is replicated exactly as in the Lucanet.Financial Client. This is not our commitment: some features may be implemented differently, replaced by a better solution, or discontinued where they fall outside the core product scope.

How to know if a feature you use is discontinued:

- Work on the pre-migration assessment to document your current workflows. 

- Any functionality that will not be available in the CFP Solution within the Intelligent CFO Solution Platform will be flagged during this assessment.

- If a feature falls outside the core CFP scope (e.g. Group Report, BI Integration, E-Bilanz), alternatives will be discussed with you.

We recommend starting this assessment early, and to check out the CFP solution in the Intelligent CFO Solution Platform directly, so there are no surprises close to 30 June 2027. To get started with the next steps, please fill out our form. For further information on the migration and what it implies for you, look at our live webinars.

We have dedicated self-study materials available in Lucanet Learning Space, most of which are video-based:

- The ‘Onboarding Journey | Lucanet CFO Solution Platform’ course provides an introductory overview of the Intelligent CFO Solution Platform and its capabilities. 

- The ‘Migrate to the Intelligent CFO Solution Platform | Consolidation and Financial Planning’ course provides a step-by-step guide to a successful migration.

These courses are continuously updated to incorporate new features and user feedback, ensuring high-level usefulness for our customers and partners. 

The Intelligent CFO Solution Platform can be accessed as soon as you have been migrated to the cloud and the platform has been activated

Please get in touch with our support team through our Customer Portal, or directly with your partner who is in contact with our dedicated channel representatives.

Generally, no. The CFP solution is largely based on proven functionality and follows the familiar user interface of the Lucanet.Financial Client. If you do require support, please contact our Support team or Partner representative. In addition, we provide extensive documentation for the CFP solution: What's New in Consolidation & Financial Planning? | Lucanet Support

Back to Consolidation and Financial Planning Hub

 

Contact Us