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 IT Integrator
The accounting pages document a complete money loop: ledgers with reconciliation, bank feeds auto-matched at 95 percent, SEPA payments, dunning by email, post and SMS, OCR and AI capture of incoming invoices, Peppol e-invoicing, multi-company consolidation with intercompany transactions, fixed assets, analytic cost accounting and period closing with lock dates, with GoBD stated as certified and a DATEV export in real use (a forum thread reports it padding account numbers to eight digits where SKR03 expects four). No published auditor's attestation or explicit OSS and reverse-charge wording appears, which is all that keeps it from the top. 9 10 15