All Leanus solutions they are integrated with the AGO-Zucchetti management system. It is therefore possible transfer annual or interim accounting data from AGO to Leanus with a simple click and obtain a complete and customizable balance sheet analysis.
It is possible to do this with TWO different modes:
Performing the Direct transfer from AGO to Leanus (see procedure below)
Generating the PDF in AGO with details of the accounts and reloading it in Leanus. (see procedure below)
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.
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 do you configure AGO to transfer accounting situations to Leanus?
Access AGO as CEO
Going up: Settings > System > Configuration > Web Services
Click on * Link to Leanus
Enter URL as below: Password – Encrypted Key The password and key must be requested free of charge at centroservizi@leanus.it indicating in the subject AGO – Leanus Connection Request
Which URL do I need to enter?
Enter theURL as indicated below
- For users who use the Service accessible at: www.leanuslab.com/zucchetti or WWW.ANALISIZUCCHETTI.IT enter: https://www.leanuslab.com/zucchetti/shared/soap_ago.php?wsdl
- For users who use the LEANUS PREMIUM Services 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 CONSUMO 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 and the ACCESS KEY contact the SERVICE CENTER by clicking here. The key will be generated in real time.
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Is it possible to download the XML from AGO and reload it on Leanus?
To download the accounting situation in XML format you need to simulate a data transfer to Leanus by clicking on the appropriate icon within the balance sheet flow.
Having done this from the AGO menu 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 XML format is made available in the user's personal folders .
PDF generation from AGO and upload to Leanus
for this procedure simply generate the PDF in AGO and reload it on Leanus through the menu +Upload Balances. In general, most of the financial statement PDFs are automatically managed by Leanus. If necessary, contact the Service Center for Assistance.
Select Menu Reports
click Balance Sheet XBRL Schema
Select the desired format (should be pre-set PDF Format)
The file is now usable for the uploading to Leanus
How do I upload the XML or PDF file downloaded from AGO to Leanus if the analysis is already present on Leanus?
Log in to Leanus
Select the analysis you are interested in (on PREMIUM access the RESERVED AREA first)
Click on “+Load Balance Sheets”
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
What are the advantages of transferring data from Ago Zucchetti to Leanus?
By simply clicking on the Leanus logo within the AGO Zucchetti procedure, the system automatically performs the following operations:
- AGO transfers the XML file to Leanus 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 .
It is possible to configure the connection between AGO and Leanus PREMIUM in the PROOF?
Yes, it is possible.
What are the differences between Leanus Zucchetti and Leanus PREMIUM?
The Leanus PREMIUM includes, in addition to what is available for Leanus Zucchetti:
DB Balance Sheet Analysis Italian Companies
- Access to the Database of the Analysis of all Italian Companies (over 500.000 records for a total of over 2.000.000 balance sheets analyzed)
- The possibility of carrying out searches using filters to identify Target, Customer List and to carry out sector studies
Automatic analysis of accounting situations
- The possibility of automatically load and process accounting situations in PDF format extracted from any management system (e.g. Teamsystem, Sistemi, Zucchetti, and others)
Automatic and Commented Reports
- Management report
- Report on Adequate Organizational Structures
- Report Business Plan
Additional schemes
- Lo Civilistic scheme (available also for the Benchmark and the Business Plan yearly or monthly)
- Il Financial Statement also in OIC Format (also available for the Benchmark and the annual or monthly Business Plan)
- - AQR schemes or the reclassification schemes used by the main Italian banks (also available for the Benchmark and the annual or monthly Business Plan)
Indicators and KPIs
- I Sectoral KPIs (also available for the Benchmark and the annual or monthly Business Plan)
- I Crisis Code KPIs (also available for the Benchmark and the annual or monthly Business Plan)
- Il DSCR Module and Bankability Indices (also available for the Benchmark and the annual or monthly Business Plan)
- - LOM indicators (Loan Origination and Monitoring) (also available for Benchmark and Annual or Monthly Business Plan)
MCC Band and Central Risk Analysis
- La Central Credit Medium Range MCC
- Automatic analysis of the Central Risks
Chamber of Commerce and Business Information Services
- The analysis of Shareholders, equity investments, beneficial owners and the corporate structure
- The direct connection with the Business Register for the purchase of chamber services
- Direct Connection with other Italian and Foreign Suppliers for the purchase of other Business Information services (Land Registry Searches, Etc)
Various
- The ability to select the language between Italian, English and Spanish
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