logo
Englisch
logo
Englisch
logo
logo

TP matrix -
The automated transaction matrix.

TP matrix -
The automated transaction matrix.

TP matrix automatically transforms raw data from SAP, Oracle, and Excel into a consistent transaction matrix—including reconciliation between group companies, workflow control, and handoff to your transfer pricing documentation.

TP matrix automatically transforms raw data from SAP, Oracle, and Excel into a consistent transaction matrix—including reconciliation between group companies, workflow control, and handoff to your transfer pricing documentation.

TP matrix automatically transforms raw data from SAP, Oracle, and Excel into a consistent transaction matrix—including reconciliation between group companies, workflow control, and handoff to your transfer pricing documentation.

To the FinAppSuite overview

Challenges

More countries,
more obligations,
more manual effort.

More countries,
more obligations,
more manual effort.

In most corporations, the preparation process remains a time-consuming, manual process: Excel spreadsheets, a lack of coordination between entities, unclear responsibilities — and in the end, discrepancies again just before submission.

In most corporations, the preparation process remains a time-consuming, manual process: Excel spreadsheets, a lack of coordination between entities, unclear responsibilities — and in the end, discrepancies again just before submission.

High workload

Duplicate data entry, error-prone assignments, tight deadlines — TP teams often work at their limit.

High workload

Duplicate data entry, error-prone assignments, tight deadlines — TP teams often work at their limit.

High workload

Duplicate data entry, error-prone assignments, tight deadlines — TP teams often work at their limit.

Unclear task status

Who approved which transaction? Which item has already been documented in which country? Without a system: research.

Unclear task status

Who approved which transaction? Which item has already been documented in which country? Without a system: research.

Unclear task status

Who approved which transaction? Which item has already been documented in which country? Without a system: research.

Time-consuming coordination

Mirror transactions are compared manually in Excel — for each company, for each quarter, over and over again.

Time-consuming coordination

Audits are complex processes involving many stakeholders, numerous requests, and high documentation requirements. Without structured processes, a lack of transparency and additional administrative effort quickly arise.

Time-consuming coordination

Mirror transactions are compared manually in Excel — for each company, for each quarter, over and over again.

The process

From the raw dataset to the aligned matrix.

From the raw dataset to the aligned matrix.

From the raw dataset to the aligned matrix.

TP matrix connects source systems, processing logic, and results in a seamless data flow. Three clearly separated stages — one shared platform.

TP matrix connects source systems, processing logic, and results in a seamless data flow. Three clearly separated stages — one shared platform.

The Way There

01

01

01

Sources

Load raw data

  • Transaction data from SAP

  • Data from additional ERP systems

  • Excel lists from departments

02

02

02

PROCESSING IN TP MATRIX

Filter, Mapping, and Enrichment

  • Rules: Filtering & Assignment to Transaction Groups

  • Quality: automatic reconciliation, correction of posting errors

  • Enrichment: Combination of multiple sources & levels of detail

  • Mirroring & manual matching between companies

03

03

03

RESULT

Consistent transaction matrix

  • Analysis via interactive dashboards

  • Status management via workflows

  • Complete logging of all IT processes

Result

TRANSACTION MATRIX · Q4 2025

De-01

fr-02

us-04

sg-09

DE-01

—

100

240

85

FR-02

100

—

62

40

US-04

240

58

—

170

SG-09

85

40

170

—

Voted

Under review

Difference

The consolidated matrix shows at a glance all intercompany transactions — including status and highlighted differences between partner companies.

Manual changes are saved separately — every adjustment remains traceable.

Coordination between companies

Mirror transactions. Finally without Excel.

Mirror transactions. Finally without Excel.

Mirror transactions. Finally without Excel.

Local and partner transactions appear in a combined view. Discrepancies are identified immediately, and locking and comment features ensure compliance — while status and task overviews give management full control.

Local and partner transactions appear in a combined view. Discrepancies are identified immediately, and locking and comment features ensure compliance — while status and task overviews give management full control.

Manually or automatically

Both methods of capturing transaction data are processed in parallel and efficiently.

Blocking & comments

Compliance is reliably and transparently safeguarded by lock and comment functions.

Mail & Reporting

Automatic notifications increase team efficiency.

Status & Tasks

Management always has a complete overview.

Voting Dashboard

Q4 · TA-GROUP A

Company A · DE-01

Delivery complete.

€ 240,000

Service Management

Service Management

Service Management

€ 88,500

€ 88,500

€ 88,500

License fee

License fee

License fee

€62,300

€62,300

€62,300

COMPANY B · US-04

Reception

Reception

Reception

€240,000

€240,000

€240,000

Service Management

Service Management

Service Management

€88,500

€88,500

€88,500

License obtained

License obtained

License obtained

€58,100

€58,100

€58,100

2 of 3 mirror transactions reconciled

Difference of €4,200 marked

Reporting & Analysis

A dashboard for everyone who asks:
“Where do we stand right now?”

A dashboard for everyone who asks:
“Where do we stand right now?”

A dashboard for everyone who asks:
“Where do we stand right now?”

Interactive reports filter transaction data across the entire group — by country, company, and transaction group. Selecting an item in one chart filters all others. Export as PDF or image for management reports and presentations.

Interactive reports filter transaction data across the entire group — by country, company, and transaction group. Selecting an item in one chart filters all others. Export as PDF or image for management reports and presentations.

Dashboard

›

TP matrix · Q4 2025

Export PDF

Filter

Update

Transaction volume by country

in millions of €

Germany

FR

US

UK

SG

CH

AT

Netherlands

Total volume across 8 jurisdictions · Click a country to filter all reports.

Voting status

347 transactions

62%

Aligned

Aligned

Voted

215

Under review

76

Open

56

Active transaction groups

Updated 3 min. ago

TA-Group A · Component delivery DE → US

€ 2.4 million

Aligned

TA-Group B · Service Management DE ↔ FR

€ 0.9 million

Voted

TA-Group C · intra-group license fees

€ 0.6 million

Under review

TA-Group D · Cost Sharing Pool

€1.7 million

Under review

Transactions All charts interactive · Cross-filter enabled · Export as PDF and image

Benefits

What tax teams report after implementation.

What tax teams report after implementation.

What tax teams report after implementation.

Four concrete changes that TP matrix brings about in practice — in mid-sized companies just as much as in international structures.

Four concrete changes that TP matrix brings about in practice — in mid-sized companies just as much as in international structures.

Better data quality

Customized overview of group transactions with voting stakes from 30% to 70–80% — and simplified delivery of country-specific transactions.

Faster processes

Shorter processing and coordination times, lower risk through structured and transparent processes.

More concise documentation

Better control over alignment status through management dashboards — with partner-specific reports for direct exchange.

Ongoing compliance

Low error rates in TP documentation thanks to coordinated matrix reports — and higher compliance through transparent, traceable allocation of transactions.

Frequently Asked Questions

What you want to know before the introduction.

What you want to know before the introduction.

What you want to know before the introduction.

Which source systems are supported?

TP matrix loads transaction raw data flexibly from SAP, Oracle, and Excel — as well as from other ERP systems via generic interfaces. Data at different levels of detail is combined within the platform.

How is data quality ensured?

How does reconciliation between group companies work?

How does TP matrix transfer data to the TP documentation?

Can TP matrix be combined with other FinAppSuite apps?

Digitize your transfer pricing documentation.

Get to know TP matrix in a no-obligation demo — tailored to your specific group structure and your existing tax IT.

Get in touch

Discover webinars

Digitize your transfer pricing documentation.

Get to know TP matrix in a no-obligation demo — tailored to your specific group structure and your existing tax IT.

Get in touch

Discover webinars

Digitize your transfer pricing documentation.

Get to know TP matrix in a no-obligation demo — tailored to your specific group structure and your existing tax IT.

Get in touch

Discover webinars