EXA Operational Transfer Pricing

Comprehensive solution for monitoring and managing Transfer Prices
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Transfer Pricing in the era of new regulations

Where and how income is taxed is an increasingly complex issue for multinational companies which have to invest a great deal of time and effort in designing operational transfer pricing (OTP)-related processes and systems to ensure that all intercompany transactions and related accounting satisfy regulatory and business objectives

The implementation of the Base Erosion & Profit Shifting (BEPS) project by the Organization for Economic Cooperation and Development (OECD) also means increased scrutiny in the eyes of tax authorities.

Companies struggle to address these basic transfer pricing (TP) needs and are prone to follow an ad-hoc approach for some or all of them. This includes a patchwork of enterprise systems and manual activities to capture, monitor and calculate Transfer Prices and manage all related processes.

Ensuring compliance while managing data, and reporting aspects of Transfer Pricing

The need of the hour is to achieve transparency in OTP and monitor execution of the TP system

Enable clarity in TP transactions, and reduce cost of doing business, with fewer audit findings and a lower risk of double taxation and penalties. Crucial elements in an effective TP program include:

Awareness of TP needs in the organization


an organization to handle TP, including ownership


TP policies and parameters


enterprise systems for capturing TP-related data and its periodic processing


comparing actual performance against TP parameters


Addressing Deviations

Imagine if you could…


Segment your legal entity P&Ls

according to tax needs by Transaction Groups, Functions and Partners

Allocate overhead costs

(like OPEX or SG&A) automatically on account level


your TP related value chains for user-friendly analysis

Forecast TP deviations

and possible year-end-adjustments by utilizing advanced analytics technologies

Reduce risks and losses

due to double taxation, interest payments for tax arrears and penalties

Dramatically reduce the time

for data preparation

Recalculate TPs for target corridors

taking inventories into account and negotiate new TPs via a workflow process before uploading to ERP

See a full audit trail

including comments, for every change of allocation rules, Transfer prices or TP methods

EXA Operational Transfer Pricing


Extremely user-friendly interface


Latest web technology


Slight learning curve


Provides visibility across all value chains in an organization


Detailed root cause analysis down to single transaction level


Establish required IT system elements to efficiently monitor Transfer Pricing activities


Continuously updated access to intercompany margin information on any level


Greater control - enabling transparency, and reporting insights

Solution Highlights

Customizable segmentation of P&L

Segmentation by Transaction Groups, Functions and Partners with the option to customize additional segmentation characteristics. Possibility to create user-defined KPIs and values through a user-friendly interface.

Forecasting & Simulation

Simulate TP results and year-end deviations / adjustments by using existing forecasts or the inbuilt forecasting algorithms.

TP Setting

Fully automated calculation of Transfer Prices to achieve target margins based on legal requirements and real-time impact simulation. The individually customizable workflow supports the negotiation and communication of new Transfer Prices.

Extensive out-of-the-box Dashboards and Analytics

Examples include profit split and transaction matrix views, SKU-level analyses and self-service analytics

Rule-based, Automatic Allocation

Flexibly allocated OPEX or SG&A costs based on predefined rules to all or multiple Transaction Groups, Functions and Partners.

Flexible Configuration Options

Use Launchpad services to personalize your home screen and customize application settings based on respective roles and authorizations.

Full Flexibility

through hosting options and user role defined functionality.

Seamless Integration

in the IT architecture as OTP uses standard SAP HANA & NetWeaver technology.

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Technical Overview

Certified by SAP

SAP Certified Integration with SAP S4/HANA

EXA OTP is certified by SAP to interoperate with SAP S/4HANA

Standard SAP® add-on

Runs on the SAP NetWeaver® stack and the in-memory database SAP HANA®

Modern and fully customizable

Fiori interface for browser-based access from any device

Typical SAP-based security access controls

Allows implementation of virtually any kind of security concept

Pre-configured SAP ETL Plug-In

Enables fully automatic, recurring data loads from SAP source systems, and a
file upload interface for non-SAP source systems

Choose between existing (on-premise) or a cloud-based installation

Run on an existing (on-premise) SAP system to leverage infrastructure costs or a cloud-based installation

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