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 Online Retailer
Invoicing, dunning and tax management are already in the free Start edition, booking data exports to my accountant's DATEV software in a few clicks, VAT pre-registration can go straight to ELSTER, and One-Stop-Shop is explicitly named for EU selling — exactly the OSS handling I need. Bank accounts via HBCI/FinTS and payments from PayPal, Amazon Pay and Mollie are matched to orders in real time, ZUGFeRD and XRechnung documents are received and processed lawfully, and GoBD conformity is promised out of the box. A full general ledger or a published procedure documentation is not described on the pages I reviewed. 2 3 7 8