ERP Exports & Spreadsheets
Transactions scattered across disconnected ERP systems, manual exports, and custom spreadsheets prone to broken formulas and version confusion.
Integrated Finance & Tax Control Center
Know what your group transacts.
Know whether it follows policy.
Centralize intercompany activity, connect transactions to agreements and transfer pricing policies, and identify reconciliation or pricing issues throughout the year—not just at year-end.
No credit card required • Enterprise-ready architecture • Role-based access control
app.complest.io / overview-dashboard
System Live • Q3 Active
Total Intercompany Volume
$284.5M
14 entities • 8 currencies
Reconciliation Status96.8%
$275.4M Matched
$9.1M variance under review
Agreement & Policy Coverage
94.2%
3 transactions unmapped
Open Exceptions4 Active
2 Action Required
Est. adjustment: $142K
Action Queue & Operational TP Monitoring
Live SyncMargin Deviation
InvestigateUS Sub A → UK Operating Co (Management Fees)
Operating margin 3.2% vs. Policy Target 5.0% - 7.5%
Expired Agreement
Review LinkDE GmbH → FR SARL (IP Royalty Agreement #2021-04)
Agreement expired Q2 2026; transactions actively accumulating
Reconciled
ResolvedSG Pte → AU Pty Ltd (Software R&D Services)
Fully matched across ERP GL and Intercompany Agreement #2024-09
Connected Thread
Source Record
INV-2026-88912 ($450,000)
↓
Intercompany Agreement
SLA-TECH-2024 (Active)
↓
TP Policy
TNMM Cost+ 6.5% Target
The Current Friction
Still managing intercompany activity in disconnected silos?
Most multinational finance and tax teams struggle with fragmented data, manual reconciliations, and policy blind spots until the year-end crunch.
Agreements Separated from Data
Intercompany legal contracts stored in legal drives, completely disconnected from actual transactional GL records and accounting entries.
TP Policies Disconnected from Finance
Transfer pricing documentation sitting in static PDF reports while financial accounting processes daily intercompany charges without checking policy rules.
Late Pricing Discrepancies
Pricing errors, unmapped margin deviations, and missed invoicing discovered months after period end—creating tax audit exposure.
Year-End Adjustment Crunch
Reconciliation bottlenecks, massive true-up calculations, and retroactive journal entries concentrated under extreme year-end pressure.
The Complest Difference
Connect transactions, agreements, and transfer pricing policies into one real-time audit-ready workflow.
One Integrated Platform
Two tightly connected modules.
Zero duplicate entry.
Share one unified transaction dataset across intercompany transaction management and transfer pricing control.
Module 01
Intercompany Transaction Management
The system of record for all intercompany activity. Connect source data to counterparties, agreements, and reconciliation statuses in real time.
Central Transaction Register
Unified system of record capturing period, reporting entity, counterparty, GL/account, currency, amount, and status.
Entity & Counterparty Mapping
Maintain legal entity master data, jurisdictions, functional currencies, ERP IDs, and relationship hierarchies.
Agreement Management
Track pricing terms, covered transaction types, effective dates, documents, and link them directly to transactions.
Reconciliation & Discrepancies
Match counterparty sides automatically with configurable field matching and tolerances. Manual resolution with full audit reasons.
Module 02
Operational TP Monitoring
The control layer that checks actual transaction activity against approved transfer pricing policies and flags exceptions for review.
Policy Register & Mapping
Record TP methods, tested parties, target ranges, formulas, and map them to GL accounts, transaction types, and entities.
Actual-vs-Policy Monitoring
Continuous automated checks comparing actual execution against approved TP policy rules (transaction & period level).
Exception Ownership & Workflow
Lifecycle workflow: New → In review → Action required → Pending approval → Resolved with full audit rationale.
Potential Year-End True-Up
Analyze potential adjustments throughout the year with transparent calculations before proposing journal entries.
How It Works
End-to-end control in 5 continuous steps.
From raw transaction import to policy monitoring, exception investigation, and audit-proof reporting.
Import or Connect DataData & ERP Integration
Import GL transactions, invoices, or automated ERP feeds. Map fields once and validate source data across entities.
Validate & Match RecordsReconciliation Engine
Configure field matching and tolerances. Automatically reconcile AR/AP counterparties with explicit variance tracking.
Link Agreements & PoliciesContextual Governance
Attach legal agreements and map transfer pricing policies (TNMM, Cost Plus, Royalty, Berry Ratio) to actual transactional entries.
Monitor Actual ActivityRules Engine
Run automated monitoring checks after imports or on schedule. Flag margin deviations, unmapped activity, or missing agreements.
Investigate & ReportAudit-Ready Deliverables
Manage exception ownership with structured rationale, model year-end true-up adjustments, and export filterable audit reports.
Built for multinational finance teams, corporate tax leaders, and advisory firms.
- Traceable transaction lineage
- 100%
- Traceable transaction lineage
- Tightly connected modules
- 2
- Tightly connected modules
- Duplicate data entry needed
- 0
- Duplicate data entry needed
- Role-based access control
- Full immutable audit logging
- Field-level tolerance matching
- Potential true-up modeling
Trust & Governance
Built with enterprise-grade security controls.
Intercompany financial and transfer pricing data demands rigid security, access isolation, and audit readiness.
Access Permissions & SSO
Granular roles (Workspace Admin, Tax Owner, Controller, Entity User, Reviewer, Advisory Firm User) with single sign-on and client-isolated workspaces.
Audit Logs & Lineage
Every change, exception disposition, policy override, and manual match is logged with timestamp, user ID, and detailed rationale.
Hosting & Encryption
Enterprise cloud hosting with TLS 1.3 encryption in transit and AES-256 encryption at rest. Strict data retention policies.
Complest provides standard integration interfaces for major ERPs. Dedicated deployment options, private cloud tenancy, and custom retention terms available for enterprise accounts.
Get Started Today
Bring your intercompany data and TP policies into one connected workflow.
Transform your intercompany finance from an annual reactive scramble into a year-round, proactive control center.