Finance, tax & compliance
How this is scored
Whether the ERP keeps books a tax adviser and an auditor accept: general and subledgers, VAT per country, GoBD-compliant posting and archiving, e-invoices sent and received (XRechnung, ZUGFeRD), payments and dunning, and a DATEV export or a documented hand-over to the accountant.
0 — No accounting at all; invoices leave as PDFs and the books are kept somewhere else by hand.
3 — Invoices and credit notes are created in the system, but there is no ledger, no stated GoBD compliance and no export the accountant can import.
5 — Invoices, open items and payments in the system with a DATEV or accounting export, VAT rates per item, dunning, and e-invoices in XRechnung or ZUGFeRD format sent to customers.
8 — Full financial accounting or a live-synchronised one: general, receivables and payables ledgers, incoming e-invoices read and matched to purchase orders, bank feeds with payment matching, OSS and reverse-charge VAT, GoBD compliance stated with a procedure documentation, and several companies in one tenant.
10 — The money side closes inside the system: an auditor's GoBD or IDW PS 880 attestation published, consolidation and intercompany postings across entities, fixed assets and cost accounting, every posting traceable to the order, goods movement and user behind it, and period close with locked periods documented.
The Operations Lead
The pages show Spanish VAT and withholding rates per order line, lines assignable to ledger account groups (sales 70/75/76/77, purchases 60/65/66/67), and e-invoices for Spanish public administrations as a government-recognised Facturae 3.2.2 XML download — though signing happens outside the product with the government's Autofirma and sending is a manual upload to the administration's website. Beyond that I found no public information on payments booked in the system (the payment method field is stated to be purely informative), dunning, bank matching, GoBD compliance or any export my accountant could import. That is invoice creation with account segmentation, not a ledger that closes. 1 2 3