Valuation & Financial Analytics / BI AI-powered

loyos bi

Germany

loyos bi is a SaaS provider specialising in business intelligence and reporting solutions for private equity and SMEs, helping companies make their data visible and actionable for data-driven decisions.

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Key features

  • Financial Management Suite – Reporting-as-a-service for financial planning, forecasting and consolidation, based on Microsoft Power BI.
  • HR Reporting Suite – Standardised HR dashboards and analytics for workforce transparency.
  • Portfolio management – Tools for PE investors and holding companies to monitor portfolio performance.
  • BI expertise – Combines domain knowledge with BI to visualise data for better management decisions.

AI capabilities

Job descriptions reference predictive analytics capabilities within their financial management offerings, implying use of AI/ML for forecasting and planning.

Integrations

  • Built on Microsoft Power BI and MS Fabric
  • integrates with clients’ underlying ERP/finance systems through standard connectors.

More information

loyos bi focuses on making BI accessible for mid-sized firms and financial sponsors, providing ready-made reporting suites instead of complex custom BI projects.

What Makes loyos bi Different

Key differentiators highlighted by the vendor.

  1. Vertical BI focus – Specialised in finance and HR reporting for mid-market companies.
  2. Reporting-as-a-service – Reduces need for in-house BI build-out.
  3. PE portfolio angle – Supports portfolio management as well as single entities.

Key facts

Pricing
Subscription – SaaS pricing for BI/reporting suites; specific price points are not publicly disclosed.
Deal stage
All
Target market
Private Equity · Corporate Finance · SMEs · Portfolio Companies

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