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 Head of Finance
Incoming bills are read by AI at a stated 98% recognition rate, bank statements import in CAMT.053 and CODA with 95% automatic matching, dunning runs by email, post and SMS, and lock dates plus monthly-to-yearly closing checks are documented. GoBD is stated as certified, multi-company with automated intercompany transactions, consolidation, fixed assets and multi-axis cost accounting sit in one subscription, and a DATEV export exists — evidenced in a support thread showing account numbers padded to eight digits where SKR03 expects four, with a settings path to adjust the length. We found no public information on a GoBD procedure documentation or a published auditor attestation, and matching of incoming invoices to purchase orders is not shown on the captured pages. 9 10 15