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 finance side is genuinely documented: booked entries are protected from change with corrections via automatic reversal referencing the original, a Protokollierung function logs changes to GoBD-relevant data with user and timestamp, and auditor access via all three data-access routes is supported with a filterable GoBD export and an IDEA interface. E-invoices are created and received in ZUGFeRD and XRechnung formats, electronic bank statements are booked automatically via predefined booking modes, and the DATEV hand-over runs as file or online service with a lock flag — but we found no public information on OSS or reverse-charge VAT, on purchase-order matching for incoming invoices, or on an auditor attestation. 6 7 2