Investigate ERP and transaction data for Finance and Tax. Follow a financial movement or VAT check through to the underlying transactions, source data and review follow-up
Finance data is often available but difficult to investigate. It sits in ERP screens, standard reports, exports and separate Excel files. Reviewers need to search, filter and open the transaction or source row that explains an issue
TaxPoint Intelligence makes those records accessible in an interactive HTML report. It can use a targeted ERP export, a combined dataset or data prepared with the TaxPoint Enhanced Report
The report runs directly in a browser and can be used locally or on an internal web server. It can also be stored through OneDrive or SharePoint; how users open it depends on the organisation's configuration and policies
There is no mandatory upload to an external platform. The client decides where the data is held and who has access. A delivered report remains available after the engagement ends, without a TaxPoint account or ongoing subscription. New datasets, updates or revised checks may require further arrangements
Search, filter and sort available fields such as document number, counterparty, country, VAT code, return box and amount. A field in the transaction detail can become the starting point for a further search. The available fields depend on the supplied data
A specific analysis, check or transaction selection can have its own link. A colleague with access to the same report can use it to open the relevant view. In the public demo, review notes stay in the reviewer's browser and are not included in the shared link
Finance investigates which customers, suppliers, products, countries or transactions explain movements in the figures. Executive Overview and the analyses under Explore the business provide different ways into that work
Tax uses VAT Intelligence to review VAT amounts, tax codes, transaction routes, registrations and reporting periods. From a check, the reviewer can open the affected transactions and available source fields
Both teams use the same underlying data, with analyses suited to their respective questions
Checks can identify missing VAT numbers, inconsistent tax codes, unexpected amounts or transactions outside the reporting period. The relevant transactions and source data show why a check was triggered and what information is still missing
A finding can be assigned a status, owner and note. In the demo, these are stored locally in the browser. Shared follow-up with central storage, permissions and logging can be included in a client implementation
The checks are tailored to the risk profile, countries, transaction flows and available data. The examples in the demo are not a complete control catalogue
The approach also supports intercompany analysis for Transfer Pricing, product and volume data for environmental taxes, goods flows for customs and Finance reviews of open items or period-end cut-off
A client implementation can also use the controlled dataset for Excel review packs and audit files. These can record source files, processing steps, configuration and reconciliations
Where mapping, validation and local formats have been configured, XML, XBRL or other output files can support VAT returns, EC Sales Lists or Intrastat. Missing data or validations can be shown as blockers. These capabilities are not all included in the public demo
The TaxPoint Enhanced Report builds an enriched, traceable dataset at item level. TaxPoint Intelligence makes that data interactively navigable
The Enhanced Report is not a technical prerequisite. The combination is particularly useful when detail, source references, checks, reconciliations and compliance outputs need to work together
