This time around, a flawless annual report

The software for creating your annual report and handling disclosure management

The SmartNotes product from our partner, AMANA consulting GmbH, is the perfect tool for preparing your financial and annual reports. Combine the benefits of two market leaders and you’ll have a perfect, comprehensive solution for preparing annual reports that are ready to print. All the aspects of preparing consolidated financial statements are covered, from consolidation in LucaNet to the final generation of the report.

The two systems have one thing in common: ease of use. Professionals can do everything by themselves. Using an easily customizable import process, SmartNotes transfers the base data from LucaNet and updates all tables, figures in running text, and even diagrams - showing you exactly which figures have changed since the last data import. A workflow that can be tailored to your needs allows you to integrate a reliable check principle, with all changes being displayed transparently and logged in a full audit trail.

graphic disclosure management

What you need in software 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 “pre-completion” of reports at the press of a button
  • Full MS Office integration
  • Integrated XBRL processor
  • Micro-layout thanks to a layout wizard

An intelligent solution for annual report creation

How LucaNet can benefit you

Optimal integration

The direct interface connection to LucaNet software makes it possible: tables, diagrams, and figures in running text can be automatically filled with data in Word, Excel, or PowerPoint formats from your LucaNet tool. 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. At the same time, a consistent presentation throughout 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

Numerous functions in the software assist you with layouts, from print-ready reports to a special interface for Adobe InDesign.

Six surefire steps to flawless financial reports:

Data warehouse
  • Setup of the data warehouse with the necessary financial data
  • Integration of all financial data
  • Verification of a consistent dataset
1
Report templates
  • Creation of report templates that can be used again and again
  • Creation of a basis for similar types of reports
2
User permissions and roles
  • Defining which user has permissions for which reports
  • Differentiating between write and read-only permissions
3
Data transfer
  • Integrating the relevant financial data into the report templates that were generated
  • Quick and easy integration of tables, charts, figures, and running text
4
Printing of the report
  • Preparation of print-ready and multilingual reports with interfaces to DTP and print formats (e.g. InDesign)
  • Full MS Office integration (MS Word, MS Excel, MS PowerPoint)
  • Additional output formats such as XBRL, XML and HTML
  • Generation of similar reports using the “factory” functions, such as financial statements and risk reports
  • Generation of reports for the electronic version of the German Federal Gazette, FINREP, COREP, Solvency II, SEC filings
5
Pre-completion of reports
  • Roll forward option for existing content
  • Carrying-over of the document into the next period for the creation of the next document
  • Periods for a document are shifted based on their hierarchy, with the current period being used as the previous period
6
software demonstration office

Learn even more about our software for disclosure management

Interested in seeing our disclosure management software in action? Do you also want to learn about where and how this 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!

Schedule a live demo

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