Take your reporting to the next level with SmartNotes - the comprehensive solution for an effortless preparation process and ESEF compliance.

What is SmartNotes?

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SmartNotes is a leading disclosure management software that simplifies and optimizes the process of preparing annual reports, ESG reports and other periodic reports. 

With its user-friendly interface and seamless integration of Microsoft Office products and your financial data from different data sources, SmartNotes enables you to easily import data, automate previously manual tasks and create print-ready layouts.

Versatile use of an application

End-to-end process

SmartNotes offers a comprehensive end-to-end process that meets all your needs, starting with data import, through corrections and subsequent updates, to the creation of a print-ready business report.

Flexible interfaces

SmartNotes allows easy import of figures from common consolidation and ERP systems such as LucaNet, SAP, HFM and others. The software automatically updates charts, graphics and figures contained in the text.

Version Management

Every time the data is updated, SmartNotes displays a list of all chapters with changed values. This allows the user to immediately see which parts of the report need to be revised. In addition, the dashboard clearly highlights inconsistencies with its flexible validation rule.

Concept for user roles with individual authorizations

The integrated roles and permissions feature allows you to individually control access to different report components, ensuring secure and personalized authorization.

Module Function Factory

The Factory functions enable seamless transfer of content from master to sub-documents and efficient reuse of identical text blocks. This enables an assembly line approach, facilitates the creation of separate report content and significantly increases efficiency.

Digital tagging according to the ESEF regulation

You can easily integrate XBRL tags into your annual financial reports or ESG reports and generate them in ESEF format at the click of a button. The certified AMANA XBRL Engine allows you to effortlessly use multiple taxonomies. SmartNotes not only ensures compliance with European ESEF regulations, but also facilitates internal preparation in electronic format.

Holistic Tracking

Maximum transparency is achieved through a variety of tools, such as dashboard functionalities, comparison and versioning functions, and extensive reports. Automatic content historization ensures a comprehensive audit trail and enables uncomplicated tracking. Individual requirements, such as freely definable workflows, are integrated according to your wishes in order to increase auditability and adaptability.

Integrated layout robot

Create print-ready reports and implement your corporate design 100% in SmartNotes. With the two-part SmartNotes layout module - the InDesign Converter and the Layout Robot - you can easily get a uniform and professional report layout directly in SmartNotes. No more time-consuming correction loops!

How can SmartNotes help?

SmartNotes optimizes the entire reporting process, starting with the smooth import of data centrally in the data cache through to the efficient publication of your reports. The automated execution of manual tasks, the seamless integration of Microsoft Office products and the ability to generate print-ready layouts directly in the system lead to significant time savings and increased efficiency in your reporting.

Of particular note is SmartNotes' ability to ensure compliance with the new European ESEF regulations. The certified AMANA XBRL engine supports editing multiple taxonomies and enables seamless creation of reports in XBRL format, making it easier for you to meet regulatory requirements.

The built-in validation processes and consistency checks ensure accurate and consistent data during the creation process. This significantly reduces errors and increases data integrity, which in turn significantly improves the overall quality of your disclosures.

SmartNotes also offers you efficient multilingual reporting capabilities using a common database. This makes it easier to create reports in different languages ​​and ensures consistency across different report sections, regardless of the language.

Another valuable feature of SmartNotes is automatic content historization. This enables comprehensive and transparent tracking as all changes made are logged. This facilitates compliance and increases transparency in your reporting process.

With the built-in roles and permissions feature in SmartNotes, you have the flexibility to grant access to different report components individually, ensuring secure and personalized permission. This way, you maintain maximum control over who can edit specific sections of the reports or who only has read-only access.

The ability for multiple users to edit report sections simultaneously, combined with freely definable workflows, promotes collaboration and enables a smooth review process.

Finally, SmartNotes' layout robot gives you the ability to create high-resolution layouts directly in the system. This allows you to publish reports without additional dependencies on external graphic agencies, which not only saves costs but also increases your independence in report creation.

In summary, SmartNotes enables you to streamline reporting, comply with regulations, improve data quality, collaborate more efficiently, and reduce dependence on external resources. Experience increased efficiency, accuracy, and control in your reporting process with SmartNotes.

Your benefits at a glance

Significant time savings and increased efficiency

Software-based automation

ESEF and XBRL compliance

Quality improvement

Individual role authorizations and validation processes

Effortless multilingual reporting

Full traceability and auditability

Efficient collaboration and workflow

Our approach

As a certified LucaNet.Premium Partner, with many years of experience and expertise, we also support you in the smooth and efficient implementation of your SmartNotes project.

Our tailored consulting approach and our expertise in consolidation, reporting and planning enable us to understand your individual requirements and adapt the solution to your needs. We rely on software-supported process optimization to strengthen your finance department and save you valuable time and resources.

With us as your partner, you can be sure that the project will be implemented quickly and successfully, so that you can focus on your core business and meet the challenges of the business world. Do not hesitate to contact us to drive your SmartNotes implementation forward and pave the way to success. Helping you thrive in a changing world!

How can we help you?

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We will be happy to answer your questions about products and services personally. Please fill out the form with your details and your personal contact will get back to you promptly. 

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