How digital reporting solutions accelerate transactions
Just imagine: Just two days after the closing of an add-on transaction, fully consolidated reporting is already available - including reliable key financial figures for investors, banks and management. No manual Excel adjustments, no uncertainties with different charts of accounts, just precise figures at the touch of a button. This speed is not only crucial for buy & build strategies, but in all M&A situations where integration and transparency are decisive for success.
Reporting-as-a-Service as the foundation of modern M&A processes
The focus is no longer just on the company acquisition itself, but on the quality and speed of integration. Different ERP systems, country-specific booking specifications and manual reconciliations lead to delays in traditional processes. A modern Reporting-as-a-Service approach offers:
- Fast data connection: ERP, CSV or API interfaces are set up within a few days.
- Automated harmonization: Different charts of accounts and periods are mapped into a standardized reporting format.
- Transparency right down to booking level: every figure remains traceable - without black box effects.
In addition, specialized finance teams ensure that forecasts, budgets and KPI reports are reliably prepared - from the P&L to working capital and liquidity development.
From due diligence upload to day 1 go-live
The benefits are already evident during financial due diligence: A simple GDPdU upload is enough to transfer historical data to the platform. Initial key figures, plausibility checks and risk indicators are created within a few minutes - without manual queries.
On the day of closing, the target data flows seamlessly into the group reporting. Thanks to the linking of actual and plan data, forecasts, deviation analyses and current trading reports are immediately available - a merger model that can be used immediately.
Insights from the Masterclass (review)
At DEALSOURCING 2025 in Oberursel, loyos bi and Liberta Partners presented how Reporting-as-a-Service is implemented in practice as part of a masterclass. The example of Nobix made this clear:
- Power BI integration in just a few days: first reports after two to three working days.
- Scalable structures: Different financial years or additional accounts are added parametrically.
- Traceability instead of aggregation: Complete booking transparency enables seamless analysis.
- Flexible expansion: Additional modules such as liquidity forecasts via bank API can be connected at any time.
The insight: Standardized tools and technical expertise solve reporting bottlenecks and noticeably accelerate transactions.
Digital reporting as an efficiency driver
A fully digitized reporting framework ensures that finance teams have access to reliable figures at all times - without manual rework. Automated links, clear processes and continuous checking mechanisms reduce sources of error and create space for value levers, not data maintenance.
Transparency instead of a black box in the deal flow
A modern reporting service creates clarity along the entire M&A cycle - from due diligence and integration to the subsequent exit. Reliable, consolidated data is available from day one and enables decisions to be made where value is created: in the portfolio, not in the spreadsheet.
This is a guest article by Martin Sperling, Managing Director of loyos bi GmbH.
