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All Leanus solutions are integrated with the Management AGO- Zucchetti. It is therefore possible to transfer the annual or interim accounting data with a simple click and obtain a complete and customizable budget analysis.

It can be done in different ways:

  • by carrying out the direct transfer from AGO to Leanus (see procedure below)
  • generating in AGO il PDF with details of the accounts and reloading it in Leanus.

Generazione PDF da AGO and upload to Leanus

for this procedure just generate the PDF in AGO and reload it on Leanus through the menu +Upload Balances. In general most of the PDF of budget they are automatically managed by Leanus. If necessary, contact the Service Center for Assistance.

Direct transfer from AGO to Leanus

How is the transfer made?

It is sufficient to generate the balance to be transferred and click on "Send data to Leanus" as shown in the figure.

Zucchetti procedure

The system automatically transfers the accounting situation a Leanus.
Leanus performs the reclassification operations automatically and creation of analysis model.
The user can decide to analyze an interim budget situation by exporting the data from the feature "Consulting > Interim financial statements"

How to download an accounting situation that also includes the customer's management accounts imported with the procedure import management balances?

Select Menu Balance sheets/Interrogation
Balance schedule XBR extension
It should be pre-set Format PDF
Select the desired format (XBR extension, XML, ...)
The file is now usable for the upload to Leanus.

How to configure AGO to be able to transfer the accounting situations to Leanus?

Log in to AGO like CEO
Going up: Settings > System > Configuration > Web Services
Click on * Link to Leanus
To insert URL as indicated below: Password – Encrypted Key The password and key must be requested free of charge at centroservizi@leanus.it indicating in the subject Connection request AGO – Leanus

Which URL need to enter?

Enter theURL as indicated below

  • For users who use the Service accessible at: www.leanuslab.com/zucchetti or WWW.ANALYSIZUCCHETTI.IT enter: https://www.leanuslab.com/zucchetti/shared/soap_ago.php?wsdl
  • For users who use the Services LEANUS PREMIUM accessible at: www.leanuslab.com or www.leanuslab.com/leanuspublic enter: https://www.leanuslab.com/leanuspublic/shared/soap_ago.php?wsdl
  • For users who use the Services LEANUS A HOW TO CONSUME IT accessible at: www.leanusonline.com or www.leanuslab.com/leanusonline enter: https://www.leanuslab.com/leanusonline/shared/soap_ago.php?wsdl

To obtain the PASSWORD , KEY D’ACCESS contact the CENTER SERVICES clicking here. The key will be generated in real time.

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What are the differences between Leanus Zucchetti and Leanus PREMIUM?

  • The Leanus PREMIUM includes, in addition to what is available for Leanus Zucchetti:
  • Access to the Data Base of the Analysis of all Italian Companies (about 450.000 Master Data for a total of over 2.000.000 financial statements analyzed)
  • The possibility of carrying out searches using filters to identify Target, Customer List and to carry out sector studies
  • The possibility of automatically upload and process the accounting situations in PDF extracted from any management system (e.g. Teamsystem, Sistemi, Zucchetti, and others)
  • I KPI Sectoral (also available for the Benchmark and the annual or monthly Business Plan)
  • I KPI of the Crisis Code (also available for the Benchmark and the annual or monthly Business Plan)
  • Il Module DSCR extension and the bankability indices (also available for the Benchmark and the annual or monthly Business Plan)
  • - indicators LOM (Loan Origination and Monitoring) (also available for Benchmark and Annual or Monthly Business Plan)
  • Lo Civilistic scheme (available also for the Benchmark and the Business Plan yearly or monthly)
  • - schemes AQR extension (also available for the Benchmark and the annual or monthly Business Plan)
  • Il Cash Flow Statement also in Format OIC (also available for the Benchmark and the annual or monthly Business Plan)
  • La Middle Central Credit Band MCC
  • The European value-chain analysis Central Risks
  • The analysis of Shareholders, equity investments, beneficial owners and the corporate structure
  • The direct connection with the Business Register
  • Direct Connection with other Italian and Foreign Suppliers
  • The ability to select the language between Italian, English and Spanish

What are the advantages of transferring data from Ago Zucchetti to Leanus?

Following the simple click on the Leanus logo placed inside the procedure AGO Zucchetti, the system automatically performs the following operations:

  • AGO transfers the file to Leanus XML relating to the valued chart of accounts of the company subject to the transfer.
  • Leanus automatically reclassifies the chart of accounts and without user intervention processes both management schemes that it normalized civil scheme.
  • Leanus processes the entire analysis model on the basis of the accounting situation (also interim) just transferred.
  • The user is automatically redirected to Leanus .

What analyzes and elaborations are available on Leanus?

The Leanus analysis model is extremely deep and articulated . The reclassification model it is customizable and it is possible perform scenario and what-if analyses.

It is possible to download theXML da AGO and reload it on Leanus?

To download the accounting situation in format XML you need to simulate a data transfer to Leanus by clicking on the appropriate icon within the balance sheet flow.

Done this from the menu AGO Settings – organizational structure – users by logging into the user who performed the function and from the folder Personal documents you can fetch the named file LEANUS………….xml

Below is the operating procedure:

With user admin

Access the menu *Settings – System – Web services *
Access link a Leanus
Add a fictitious character in the url field


Subsequently, from the budget flow, simulate the transfer to Leanus by clicking on the appropriate icon. Access the menu Settings – Organization Structure – Users. The data transfer file in format XML is made available in the user's personal folders .

It is possible to configure the connection between AGO and Leanus PREMIUM in version PROOF?

Yes, it is possible.

It was used Leanus Consumption o Leanus online you must have a positive credit balance or make a Top-up of at least Euro 20. If the credit balance is zero, the transfer will fail. Ago returns no error messages or warnings.

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How to upload the XML downloaded from AGO?

To upload data to Leanus, carry out the operation described below.

Log in to Leanus
Go to Process Analysis / New Budget Analysis / from XBR extension, XML, XLS
Click on Select a File (or drag the file to the orange area)
Select the file from your PC and wait for it to load
Click on Import
Wait for the completion of the operation

If the information is complete at the end of the operation you will see the Home page. If the reclassification has not been completed you will see the page Reclassification where you can check any anomalies recorded.

How to upload the XML downloaded from AGO in case the analysis is already present on Leanus?

Log in to Leanus
Select the analysis you are interested in (on PREMIUM log in first toAREA CONFIDENTIAL)
Click on “+Update Analysis”
Select /from XBR extension, XML, XLS
Click on Select a File (or drag the file to the orange area)
Select the file from your PC and wait for it to load
Click on Import
Wait for the completion of the operation

NOTES:

Step 2
Leanus automatically recognizes and reclassifies most budget formats and accounting situations. If in doubt, try loading anyway. There are numerous checks that will help you understand how to proceed.

Step 5
If there is a charge for the search operation, the amount is indicated next to the button It matters.

Step 6
If the company is already present in your registry list archive, a message will appear indicating the tax code of the person present in the archive. Click on the tax code and repeat the operation through the menu Update Balance Sheet Analysis / from XBR extension, XML, XLS.

On my Leanus I already have some analyzes elaborated through theXML transferred from AGO but the statutory scheme, the Fascia MCC, the Cash Flow Statement OIC and the indicators of the Crisis are not calculated. What should I do?

For the analyzes processed before August 2020, the user must intervene for the reclassification of the civil law.

To obtain the reclassification of the statutory scheme for the analyzes processed before August 2020:
Log in to Leanus
Select the analysis of your interest (on PREMIUM log in first toAREA CONFIDENTIAL)
Go to Budget Analysis/Civil Statute
Click on Reset Reclassification

If the analysis is already present on Leanus, being updated with a new one XMLthe civil scheme is automatically reclassified and a Credits balance nil or exceeding the maximum number of analyzes allowed may result in the inability to complete the operation.

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Dedicated webinars

Beyond the official balance sheet – how to reclassify provisional data

Download here the complete index of the Leanus manual

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