Lucanet
Lucanet supports consolidation, financial planning and reporting using combined financial data.
What Lucanet covers
Lucanet Consolidation & Financial Planning supports financial data collection, consolidation, planning and reporting. Vendor documentation describes data imports, currency translation, reporting dimensions and Excel integration.
When it matters for PE portfolios
With multiple entities or acquisitions, a shared financial data set becomes a key requirement. Our selection question is: do you primarily need reliable group reporting, or must local closes and ownership be stabilised first?
Implementation and handover checklist
- Structure: document entities, ownership, currencies and reporting periods.
- Data: define account mapping, data owners and reconciliation to entity accounts.
- Intercompany: agree partner identifiers, difference resolution and approvals.
- Test: approve a complete reporting month with documented exceptions and named reviewers.
- Operation: hand over the monthly calendar, cover arrangements and change ownership.
Limits and budget
Automation does not replace reconciled source figures or professional review. Budget for data cleanup, design, implementation and ongoing operation as well as software. Base the scope on your consolidation perimeter and required modules.
Define the reporting outcome first
Decide which decisions your monthly report should support. Explore our PE finance support and FP&A delivery. A sample board pack is available in German.
Discuss consolidation and reporting needs.
Sources and context
Vendor information checked on 28 September 2026: Lucanet documentation and consolidation and financial planning. Selection and acceptance criteria are our professional assessment.
At a glance
Category | |
|---|---|
Target group | |
Pricing model | |
Pricing information | Scope the budget around required modules and delivery work |
Integrations | Import source-system data; define account mapping and reconciliation for each entity. |
Which finance role do you need?
Discuss your current bottleneck, data ownership and next deadline in a 30-minute introductory call. We will clarify whether you need accounting, FP&A or CFO support and agree on a practical next step.
