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.
- 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
- 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.
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.
With just a few clicks, complex Key Performance Indicators (KPIs) and covenants for all equity holdings are created.
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.
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.
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.
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.
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
Our working structures have been simplified in many respects since the introduction of LucaNet.
We have been successfully using LucaNet for years. We draw up our consolidated financial statements and planning and depict the entire reporting with the software. Without a professional software in this area, a group like Eventim would find it difficult to cope with the work involved in creating the statements.
I was impressed with how quickly one can set up the cost structure using LucaNet. From experience, I know that, with other programmes, the creation of cost centres and their organisation into cost centre groups and segments takes two to three days. With LucaNet I needed only two hours!
100 % flexibility and transparency: With LucaNet software, we have significantly simplified our consolidation process.
The design and easy operation of the software directly appealed to us. Apart from exchanging experiences with reference customers of LucaNet AG, the parallel reproduction of a financial statement compliant with the German Commercial Code and IFRS, and also the possibility to create planning scenarios in the software, have tipped the scales for LucaNet.
I have been aware of LucaNet for many years now, and I have always benefited from a very successful cooperation. We benefit from the LucaNet features that have been provided, both in terms of function and technology. The software is optimally suited for consolidation, planning and reporting purposes. There is no need to go to the time and effort of collating information for the consolidated financial statements and the reporting system. The data is always up to date and available in high quality. In this way, Engel & Völkers has been able to place its future on a transparent financial basis.
As Germany's largest savings bank, we place a lot of value on competent, customer-oriented financial services for small businesses. For this reason, we recommend LucaNet to our customers. After evaluating all available software packages, we are convinced that LucaNet can outstandingly support our small business customers with finance and liquidity planning. Those who have such planning assistance can successfully control their business and convince their bank of their plans for the future.
Junge Fahrzeugbau is synonymous with innovative product solutions in the commercial vehicle market. For our planning processes, we needed a stable software package offering user-friendly operation. With this tool, we can show all planning figures with transparency and traceability. As a result, we can quickly identify changes in the market and intervene with corrective measures in a timely manner.
We rely on sustainability and innovation – LucaNet supports us on this path as a reliable partner. Creating a transparent market situation is very important in our industry in particular. With its diverse planning, reporting and analysis options, the LucaNet software supports and aids us in our daily work. Support is always friendly and proficient.
Complex relations are clearly reproduced and consolidation procedures are shown transparently.
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.
In our view, the LucaNet software satisfies with its great user-friendliness and flexibility. The database architecture is based on the newest standard of technology.
We used LucaNet to prepare Rocket Internet's first ever consolidated financial statements – and are really very happy with the results. I was already familiar with the software from my old company, so I was already aware of what the tool can do. The consolidated profit and loss statement, consolidated balance sheet, consolidated statement of cash flows and disclosures can all be created quickly when the consolidated financial statements are prepared. At the same time, the wizards provide numerous automation solutions for consolidation purposes. What’s more, the integrated currency conversion feature helps us to map our many international investments correctly.
As Rocket Internet has a highly complex, constantly changing group structure, we need software that can give us very flexible support for our consolidated accounting in these circumstances. With its many different functions, LucaNet is the ideal solution for us. This is especially true when it comes to consolidation within a group with numerous companies in other countries. Implementation ran smoothly, bringing us clear savings in terms of time and costs. The staff at LucaNet are also genuine specialists in their fields, meaning we have benefited from their expert advice.
By using LucaNet, we are able to ensure that monthly group reporting gets done including the domestic and foreign subsidiaries, within a short space of time. In addition to a depiction of the actual data, plan consolidation and the comparison of different scenarios/forecasts are also possible easily, quickly and in a transparent manner.
The expert consulting and the future-oriented concept from LucaNet quickly convinced us. A simple, transparent and clear menu structure, as well as the high degree of transparency in the traceability of the transactions implemented, provide us with ideal support in our day-to-day business. Other factors in favour of LucaNet are the option of decentralised use and the capability to generate consolidation statements during the year.
LucaNet impressed us with the software’s ease of operation, how quickly we were able to integrate the reporting systems, and the reliability of the data. The drill down to ledger accounts feature is particularly helpful when we are analysing our figures.
We were originally looking to introduce software that would allow us to produce our financial statements in accordance with IFRS as well as the HGB. But the huge range of reporting options LucaNet offers created so much added value for us that we now use the software for our monthly reporting, too. This saves us around ten working hours per month, which makes our lives much easier.
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.