Software for controlling of an equity holding

Additional Consolidation Capabilities

Expenditure on managing and controlling equity holdings has become much higher due to increasingly complex corporate group structures and constantly growing decentralisation and internationalisation. Therefore, more than ever, companies rely on a suitable instrument which allows and manages the controlling of equity holdings.

Take advantage of our comprehensive accounting experience and manage your investments in a transparent and targeted manner. With LucaNet.Equity we provide you with an intelligent and technically mature product which has been created as a result of many years of professional development work.

+ Features - Planning

  • Actual and planning figures on a monthly, quarterly and annual basis
  • Best and worst-case scenarios
  • Seasonal rolling planning and forecasts
  • Automatic transfer of pre-existing planning from MS Excel and other data sources

+ Features - Controlling and Reporting

  • Ad-hoc reporting
  • Interactive analysis function
  • Charts
  • Spark lines directly in value cells
  • Management cockpit
  • Individual report creation
  • Complete Excel integration

+ General Information

  • Finished financial data warehouse including business calculation logic for controlling of equity holdings
  • Integration of heterogeneous equity holdings in one database with a uniform P&L statements and balance sheet structure as well as cash flow statement
  • Parallel representation of equity holdings by segment, organisational unit and region
  • Representation of any derived P&L statements and balance sheet structures
  • Individual covenants and KPIs (key performance indicators)
  • Statistical account workspaces for the analysis of other key business figures
  • Currency conversion
  • Task management
  • Multilingual
  • Automatic account allocation on the basis of predefined charts of accounts or structural data information
  • Drill down to posting and document level

+ Your 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 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.

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 integrated data
LucaNet.Group Report is a system-independent tool that can be used with any consolidation software.

"The application of LucaNet has proved really successful: Complex relations are clearly reproduced and consolidation procedures are shown transparently. As the one responsible, this degree of transparency makes me feel absolutely safe in my decisions."