Operational
Transfer Pricing

Tax-Compliant Transfer Pricing Automation

Intercompany Transfer Pricing Automation – Are you tired of manual
processes to keep up with
international tax requirements?

EXA Operational Transfer Pricing (EXA OTP) is SAP standard software designed specifically for controlling, accounting, and tax experts. It helps you create efficiencies, avoid transfer pricing (TP) adjustments and increase your company’s TP compliance. The software provides you with a single source of truth through automation, allowing you to stay in control of your data at every step of the intercompany transfer pricing process.

Get the data transparency you need and transition to easy-to-use, SAP Fiori-based software that seamlessly integrates with SAP ERP. EXA offers two deployment options:

Choose the Best Fit
for Your Needs:

OTP – On-premise
OTP – Public Cloud Edition

Manage New Compliance
Requirements with Operational
Transfer Pricing Software:

Key Features and Highlights:

Effortlessly configure entities, charts of accounts, product hierarchies, material assignments, transaction groups, TP methods, TP functions, and profit level indicators. OTP features an intuitive OPEX allocation engine built-in for streamlined operations.

Efficiently calculate transfer prices (TP) at the material/SKU level in line with your pricing policy for single products or in bulk for entire segments. This process is facilitated by customizable multi-level approval workflows tailored to your business needs.

Get real-time insights based on a set of group and local entity standard reports presenting financial flows and bottom-line P&L results segmented to TP criteria like transaction group, TP function, transaction partner, or IP owner.

Automatically execute year-end adjustments if needed and see the impact on the group ETR before taking final decisions. Align TP calculation with customs value and optimize your continuous transfer price setting to save net cash.

Seamlessly integrate existing forecasts at the material/SKU level or generate new forecasts leveraging historical data and prediction parameters. Adjust forecast data as needed to tailor predictions to specific year-to-go business scenarios.

Operational Transfer Pricing Logo der EXA AG

EXA Operational Transfer Pricing in Action: Key Benefitsfor Stakeholders Across the Enterprise

Tax/TP departments – Group accounting – Group controlling – IT & business

Corporate Benefits

  • Avoid penalties and interest payments

  • Reduce double taxation

  • Reduce overpaid custom duties

  • Decrease compliance risks

  • Minimize internal and external costs (e.g. for advisors)

  • Reduce training time due to familiar SAP Fiori interface

  • Improve group ETR predictability

  • Accelerate IC processes

Operational Benefits

  • Year-to-date monitoring

  • Year-to-go forecasting

  • TP setting and optimization

  • TP writeback to ERPs

  • Effective tax rate simulation with impact analysis on ETR (group and local)

  • Easy customization to meet your exact needs

  • Clean SAP core with EXA OTP as SAP standard solution

Technical Details of EXA OTP Software

As SAP standard software, EXA OTP is available on-prem or as a public cloud version. The solution leverages the latest SAP technologies to keep your SAP core clean:

  • A modern, fully customizable Fiori interface for browser-based access 

  • The typical SAP-based security access controls, which allow the implementation of virtually any kind of security concept

  • A preconfigured SAP ETL plug-in, enabling fully automatic, recurring data loads from SAP source systems and a file upload interface for non-SAP source systems

  • The choice between operating on an existing (local) SAP system and a cloud-based installation

  • The capability to run EXA OTP in hybrid scenarios (e.g. with both SAP ECC 6.0 and SAP S/4HANA)

Choose the Best Fit
for Your Needs:

OTP – On-premise
OTP – Public Cloud Edition

Manage New Compliance
Requirements with Operational
Transfer Pricing Public Cloud Edition:

Key Features and Highlights:

Use the power of the intelligent data extraction and enrichment engine of EXA OTP, whether you want to set up an automatic data extraction from your on-premises SAP ERP system or manually upload the data using flat files.

Easily distribute OPEX or SG&A costs across relevant business divisions, transaction groups, and transaction partners using the built-in allocation engine with an easy user interface.

Configure transaction groups, easily assign and maintain transfer pricing methods and profit level indicators with benchmarks.

Out-of-the-box standard visualization enabling flexible analyses by customizing your own data grouping approach (e.g. by transaction group, TP functions, transaction partners, IP owner, or a combination of them).

Enable stakeholders to gain quick insights into their global TP risk position using out-of-the-box dashboards. Utilize information on target margin deviations and compliance risks across all entities/segments to facilitate transfer price and margin adjustment steps.

Leverage standard reports like the transaction matrix and intercompany map to check or identify new transactions then use them for further analysis and TP documentation.

Easily create and/or update transfer prices per material/SKUs using various preconfigurable transfer price calculation methods to get a proposed TP from the system.

Operational Transfer Pricing Logo der EXA AG

EXA Operational Transfer Pricing in Action: Key Benefitsfor Stakeholders Across the Enterprise

Tax/TP departments – Group accounting – Group controlling – IT & business

Access your transfer pricing data securely from anywhere, anytime and with ease using any modern web browser. The SaaS solution is powered by SAP Business Technology Platform for robust performance and reliability.

Implement role-based access controls to selectively grant access to sensitive data and ensure data governance policies are followed.

The ease of onboarding enables business users to focus on tax and transfer pricing-related data without depending on internal IT infrastructure and complex application software management. Your IT department can jump start the process of digitizing the tax and transfer pricing teams right away.

The seamless integration with existing SAP ERP systems allows you to automatically collect the data required by operational transfer pricing teams using SAP BTP.

Be audit ready. The solution provides built-in data historization and integrated audit trails.

Maximize your investment return by getting automatic access to any innovative new features: Address the evolving needs of tax compliance reporting, comply with changes in your transfer pricing policies, and increase the efficiency of your operational transfer pricing processes.

With the EXA OTP cloud solution, you can start small and continuously grow your organizational and functional scope when managing transfer prices.