Consolidation & Financial Planning

Import or visualize data on the go, present analyses and reports simply at the push of a button, provide a valid basis for business decisions: With Lucanet Consolidation & Financial Planning, you can access data in the Lucanet.Financial Client from the comfort of your browser. This is just as easy to do as in Lucanet.Financial Client. Lucanet Consolidation & Financial Planning and Lucanet.Financial Client work based on the same data. If data are changed in Lucanet.Financial Client, these changes will also be visible in Lucanet Consolidation & Financial Planning and vice versa.

Display of a balance sheet in 'Consolidation & Financial Planning'
Balance sheet in the 'Consolidation & Financial Planning' solution

The Lucanet Consolidation & Financial Planning solution offers you:

  • Visualization made simple with dashboards: You can display the key indicators and comparative views on a dashboard.
  • Fast and secure reporting: Access your reporting data in minimum time – and with maximum data security.
  • Data Import and Journal Management: Import data into company codes, centrally manage journal entries and data imports, and flexibly control access to period-specific data.
  • Planning Functions: Plan flexibly by month, quarter, or year, use automatic accounting rules, flexible revenue and tax configurations, and planning wizards for complex calculations. Benefit from sheets that offer advanced possibilities for your financial planning and formula creation in natural language.
  • Consolidation Functions: Consolidate your company with wizard-based debt, expense, and income consolidation. Use advanced features and a wide range of apps for comprehensive, automatic consolidation and efficient creation of customized reports.
  • Dimension Management: Individually manage and customize Lucanet dimensions. Various dimensions such as reporting entities, organizational elements, currency translation, partners, data levels, adjustment levels, transaction types, and fiscal years are available to you.
  • Workspace Configuration: Create statistical ledgers and configure them individually.
  • CFP Add-in for Excel 365: Use the Lucanet CFP Add-in for Excel 365 to access your data in the Lucanet.Financial OLAP Server directly from Excel. Transfer data between Excel and Lucanet, and conveniently import planning data or journal entries into your Lucanet database.

With the arrival of the Lucanet CFO Solution Platform, Lucanet.Web Client now has a new name: Lucanet Consolidation & Financial Planning.

First Steps with Consolidation & Financial Planning

Our instructions will help you get started with Lucanet Consolidation & Financial Planning in next to no time:

User Interface of Lucanet Consolidation & Financial Planning

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Basic Configuration

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