This time around, a flawless annual report

The disclosure management software for creating annual reports

The perfect disclosure management software delivers a complete solution for preparing annual and management reports that are ready to print. All aspects of preparing consolidated financial statements are covered, from consolidation in LucaNet software to the final generation of the report. Each step can be implemented by users themselves. Thanks to an import process that is easy to define, the disclosure management software will transfer all base data from LucaNet and will update all tables, figures in running text and even imported text values, showing you exactly which figures have changed since the last data import. An individually customizable workflow allows you to integrate a reliable check principle, with all changes shown transparently in a full audit trail.

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Disclosure Management

What makes creating valid financial reports a snap? With our disclosure management software, you’re sure to succeed. Find out more now!

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disclosure management workflow in smartnotes

With our extensive product portfolio, you’ll benefit from:

  • SmartNotes, the core product for creating annual reports from our partner, AMANA consulting
  • The Layout Robot module for creating print-ready reports
  • The Factory module for generating similar sets of individual financial statements

What do you need for creating annual reports

Our software for creating annual reports is sure to be the right tool for you thanks to all the functions it offers, which include:

  • Easy data transfer from any source system
  • Internal validation options and guaranteed data consistency
  • Full audit trail
  • Flexible solution for preparing multilingual financial reports
  • Efficient management of report templates
  • Integration of tables, charts, numbers, and running text
  • Direct access to data in LucaNet
  • Traceability when changes are made to the dataset
  • Simultaneous editing of report sections by multiple users, in combination with a dedicated permissions system
  • User-friendliness
  • Updating and “roll forward” of reports at the press of a button
  • Full MS Office integration
  • Integrated XBRL processor
  • Micro-layout thanks to a layout wizard

An intelligent annual reporting tool

How LucaNet software can benefit you

Optimal interfaces

Import your financial data from all common FPM, ERP, and other source systems, such as LucaNet. Tables, diagrams, and figures in running text can be automatically filled with data in MS Word, Excel, or PowerPoint formats from your source system. Report preparation continues to take place in the MS Office environment you’re familiar with.

Consistent dataset

Validation and consistency checks guarantee you the highest possible data quality and reduce errors. Once data have been successfully imported, it immediately becomes clear in which sections of the report changes have been made. At the same time, a consistent presentation across different report sections is guaranteed.

Integrated permissions system

An individually customizable role system with a workflow that can be specifically defined allows for a simple or detailed permissions system that completely matches your needs.

Maximum transparency

The software tool SmartNotes contains a host of tools for achieving transparency, such as dashboard features, comparison and versioning functions, and even comprehensive reports.

Multilingual capability

SmartNotes helps you prepare multilingual reports but uses a shared base of numbers.

Print-ready layout

The Layout Robot module helps you to generate layouts that apply your corporate design in your reports and which are precise and consistent across media. A final layout step in InDesign therefore becomes unnecessary, heavily simplifying the creation of ready-to-print financial reports.

6 steps to flawless financial reports:

Data cache
  • Integration of all financial data from different data sources in a single data cache
  • Consistency within the data basis (single-point-of-truth method)
1
Report preparation
  • Customer-specific financial reports in SmartNotes
  • Work with MS Word, MS Excel, MS PowerPoint, software you are familiar with
  • Automatic data processing transfers input from the data cache into the report, both for tables and diagrams, and for running text
2
Validation of report data
  • Full validation of all report data
  • Real-time validation results available at all times
  • 100% data transparency at any time
3
Export formats
  • MS Word, MS Excel, MS PowerPoint
  • Ready-to-print output
  • XML format for the German Federal Gazette
4
Roll forward into subsequent periods
  • Convenient roll forward of all reports into subsequent periods
  • Extensive options for reusing content that has already been generated
  • Carry over of the document into the next period
5
User permissions and roles
  • Access restrictions for users to specific report sections
  • Assignment of different user roles (e.g. editing, read-only, quality review, release permission, administrator, etc.)
6

Modules for smart creation of annual reports

Use our smart solutions to take on the wide-ranging challenges involved in disclosure management. Besides saving time and money, you’ll eliminate mistakes you might otherwise make in the process.

SmartNotes

Create financial reports automatically while taking advantage of this solution's full MS Office integration and interfaces to various data sources.

Layout-Roboter

Create your reports in ready-to-print layouts and ensure 100% alignment with your corporate design in SmartNotes.

Factory

Save valuable time by automating the generation of many of the same types of financial reports (such as financial statements).

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Learn even more about our disclosure management software for annual report creation

Interested in seeing our disclosure management software in action? Do you also want to learn about where and how this reporting tool can offer you support that goes even further than financial and annual report creation? We’d be pleased to offer you a live, personalized demo with no obligation – either at your offices or in an online presentation!

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