Function
Controlling
& Reporting
Monthly reports, budget-vs-actual comparisons, forecast consolidation, ad-hoc analyses, regulatory reporting: controlling delivers the numbers that drive decisions. But 70% of the time goes to data collection, not analysis. We change that.
The Reality in Controlling
Controllers collect data, instead of analysing it
Controlling is supposed to deliver management-relevant insights. Instead, it spends most of its time pulling data from various systems, consolidating in spreadsheets, and formatting reports.
Monthly report: 15 days instead of 3
Merge data from SAP, CRM, HR, production. Consolidate 8 subsidiaries. Reconcile 47 spreadsheet files. Format, comment, distribute. By the time the report is finished, the numbers are already outdated.
Budget-vs-actual as a full-time job
Every month the same routine: export actuals, compare against budget, identify variances, collect comments from 12 cost centers, consolidate, present. 3–5 days per cycle, for a process that’s 80% automatable.
Forecast: everyone calculates in their own spreadsheet
12 cost centers deliver their forecast: each in a different format, with different assumptions, at different times. Controlling consolidates manually, reconciles inconsistencies, and hopes the totals add up.
Ad-hoc analyses: "Can you just quickly..."
The CFO needs a special analysis. Sales wants a margin analysis by customer. The board wants a year-over-year comparison. Every ad-hoc request takes 4–8 hours, because the data has to be gathered first.
Trust of leading companies in Europe and beyond
Use Cases for Controlling
What We Automate in Controlling & Reporting
From data collection to the finished board report. Automation that frees controllers from data work and empowers them for analytical work.
Automated Monthly Report
Data from SAP, CRM, HR, and production automatically aggregated, consolidated, formatted into report templates. Variance comments suggested. Distribution automatic to recipient list. Ready on business day 3 instead of 15.
Budget vs. Actual Comparison
Actuals automatically pulled from ERP, compared against budget and prior year, variances classified (volume, price, mix), commentary requests automatically sent to cost centers and consolidated.
Forecast Consolidation
Forecast templates automatically distributed, inputs validated, consolidated, and reconciled against budget. Inconsistencies flagged and returned. One forecast, one truth, one format.
Regulatory Reporting
Regulatory filings automatically populated with data, validated (200+ rules), formatted, and submitted on time. Zero late filings.
Ad-Hoc Analysis Agent
The AI agent understands natural language (“Show me margin development Q1–Q3 by product group vs. prior year”), pulls the data, creates the analysis, and delivers the result as a table or chart. From CFO request to result in minutes instead of hours.
Cross-industry use cases that also impact controlling
Master Data
Email Classification
Compliance & Audit Readiness
Numbers automated and
still audit-proof
Controlling data underpins board decisions, regulatory filings, and external audits.
Every automated number must be traceable, auditable, and correct.
Accounting Standards
HGB / IFRS
SOX / ICS
Regulatory
GDPR
Why Lunatec for Controlling
We automate the data work, so controllers can analyze
Single Source of Truth
No more 47 spreadsheet files
We create an automated data pipeline from all source systems into centralized reporting. No manual exports, no copy-paste errors, no version issues. One number, one truth.
Agentic AI
The ad-hoc analysis agent for the CFO
Our AI agent understands natural language and delivers in minutes what controllers previously needed hours for. “Show me top-10 customers by contribution margin vs. prior year” – result in 3 minutes.
Multi-ERP
8 entities, 3 ERP versions — one report
We have experience with heterogeneous ERP landscapes. SAP R/3, S/4HANA, D365, Navision, we consolidate everything into a unified reporting structure. Even with complex group structures.
Proactive
From monthly to real-time
Traditional controlling reacts, to the monthly report, to the variance, to the CFO’s question. We make controlling proactive: real-time dashboards, automatic anomaly detection, alerts on outliers.
Technology for Controlling
The right technology for your controlling IT
Some systems we integrate with
Proud Diamond-Partner of UiPath
Ready?
On which business day is your
monthly report actually finished?
Let’s look together in 30 minutes at which reporting processes have the greatest leverage and how your controlling can move from data collection to analysis.
No sales pitch. Just an honest assessment.
120+ Clients. 100% Satisfaction. 7 months to Profitability.
WHAT YOU GET IN THE DISCOVERY CALL
Identify your best use cases
Based on your industry and process landscape
Calculate concrete ROI
In Euros, FTE equivalents and time savings
Show examples from your industry
Real results of comparable companies
Define timeline and next steps
Concrete roadmap, no vague promises