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Description
EXA Operational Transfer Pricing (EXA OTP) is a specialized SAP software designed to assist professionals in controlling, accounting, and tax by streamlining and enhancing the management of intercompany transfer pricing. It provides a unified source of accurate information through an SAP Fiori interface, which can be implemented either on-premise or in the public cloud, and integrates smoothly with SAP ERP systems through ETL plug-ins or flat-file uploads. Users have the ability to set up entities, charts of accounts, product hierarchies, transaction groups, TP methods, functions, and profit level indicators, all supported by an integrated OPEX allocation engine. With real-time monitoring capabilities, it offers segmented profit and loss results based on transaction groups, TP functions, partners, or intellectual property owners, while forecasting utilizes both historical and newly created material or SKU-level data. The process of setting transfer prices is made more efficient with customizable multi-level approval workflows applicable to both individual and bulk SKUs, and year-end adjustments facilitate automatic recalculations of group effective tax rates to ensure compliance with customs valuation standards. Additionally, the software enhances organizational efficiency by providing comprehensive insights and facilitating better decision-making processes related to transfer pricing strategies.
Description
Managing a stock portfolio for high net worth clients is an essential offering for many accounting firms. The difficulty lies in executing this crucial and often time-consuming service while keeping costs manageable. Thankfully, Write-Up emerges as the leading stock portfolio accounting software, designed to streamline and accelerate the accounting processes related to tracking, recording, and reporting stock transactions for holding companies, trusts, and estates. It simplifies year-end procedures and provides access to historical data, making financial management more efficient. With Write-Up, users can close a fiscal year in both modules and seamlessly carry forward open security positions in the broker module into the next year. Historical data from prior years remains accessible in both modules for review. This software also accommodates multiple currencies and manages the necessary foreign exchange entries, facilitating effortless investment oversight. Moreover, Write-Up supports three primary transaction types: broker transactions, banking transactions, and adjusting entries, ensuring comprehensive management of the investment portfolio. As a result, accounting firms can offer enhanced services to their clients while optimizing their operational efficiency.
API Access
Has API
API Access
Has API
Integrations
SAP Fiori
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
EXA
Founded
2012
Country
Germany
Website
exa-ag.com/roles-products/exa-operational-transfer-pricing-otp/
Vendor Details
Company Name
TJPS Software
Country
United States
Website
tjpssoftware.com/features.asp
Product Features
Product Features
Stock Portfolio Management
Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection