1900 Market Street, 8th Floor Philadelphia, PA 19103
888-691-1523

DISCLOSURE MANAGEMENT

The Last Mile of Finance

Software for the automatic completion of monthly, quarterly, and annual disclosures

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Ready-to-print business reports

Create a better annual report in 1/3 of the time

Our solution eliminates the need for editing and combining information out of a multitude of documents from different sources, often leading to time-consuming correction procedures or misstatements. With the combination of LucaNet and SmartNotes, you can have one central place in which everyone works together for the creation of your annual statements, simultaneously. SmartNotes will save you time and cost, and at the same time create a more consistent and accurate financial disclosure.

DATA
RELIABILITY

Retrieve your consolidated financial statements directly from LucaNet, securing one source of data

Customizable workflow

Integrate your own process, and appoint tasks to specific users within your organization

Office integration

Integrate with Excel, Word, and PowerPoint, guaranteeing reporting consistency

Report Generator

Automatically update your pre-built financial disclosures with the most current information

Easy Integration & Setup

Reports to executives and investors must consistently be correct and must always remain in compliance with local regulations. Additionally, all changes need to be included and validated in the running process, often with very little notice provided. As a result preparation of these financial statements can be time-consuming and onerous. SmartNotes provides you with the possibility to minimize the time required, and ensure consistent accurate reporting on a regular basis.

“SmartNotes is the perfect solution to optimize the process of report creation” – Gerberit International AG

Have one central data storage that guarantees the connectivity between different Word, Excel, and PowerPoint files. Diminish the risk of misstatements, and increase the consistency of your reports.

Highly paid accounting and finance professionals should not focus on manually linking different data sets. With a SmartNotes, you can enable your highly trained staff to focus on the input that really matters to the business.

Via the SmartNotes platform, multiple users can process different report sections simultaneously. Via the cockpit engine you are informed when someone has made a change to the report, with a fully accessible audit trial of past changes included in the system.

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