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 pages show a working pre-accounting layer: invoices and credit notes, automated payment matching from PayPal, Stripe, Klarna and Amazon, dunning in the Pro plan, e-invoices sent automatically in ZUGFeRD and XML since 1 January 2025 and read in ZUGFeRD, XRechnung, XML and PDF, GoBD-conformant invoice processing, OSS readiness and a one-click DATEV export with a full export list. But the pages themselves say the ledger side is not there yet — BWA, Saldenliste and UStVA directly out of the system are a long-term goal, direct posting is limited to corrections, and several ledger features are marked as in further development or coming soon, so the books do not close inside the system. 8 9 4