Transfer pricing

Transfer pricing automation templates

10 ready-made workflows for Transfer pricing. Each one handles a real job your team does every week, right inside the tools you already use. The apps that come up most here: Exactera, Slack and NetSuite.

Transfer pricing
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Automated TP Documentation Status Digest
Every week, WebRun reads the status of every local and master file in Exactera and posts the tax director a clear digest of what is filed, drafted, and outstanding.
Exactera›Slack
Automated Country-by-Country Data Collection
Each year, WebRun pulls revenue, profit, tax, and headcount per jurisdiction from NetSuite, stages the CbC table in Exactera, and saves a working file to SharePoint.
NetSuite›Exactera›SharePoint
Automated Local File Approval Packages
When a country's local file is ready, WebRun assembles the package in Exactera, saves it to SharePoint, and drafts an approval email to the controller that stays unsent.
Exactera›SharePoint›Gmail
Automated Comparable Set Refresh Reminders
Every week, WebRun checks each Exactera benchmarking study's age, lists the comparable sets due for a refresh, and posts the schedule to Slack.
Exactera›Slack
Automated Intercompany Balance Reconciliation
Every month, WebRun pulls intercompany balances from NetSuite, checks each entity pair against Exactera, and posts a Google Sheets breakdown of any mismatch.
NetSuite›Exactera›Google Sheets
Automated TP Legislation Change Alerts
Every morning, WebRun checks Exactera for transfer pricing legislation changes, matches each to the countries you file in, and posts the affected files to Slack.
Exactera›Slack
Automated Master File Narrative Drafting
Each quarter, WebRun assembles the master file narrative in Exactera, saves the working draft to SharePoint, and drafts a review email that stays unsent until you approve it.
Exactera›SharePoint›Gmail
Automated Local File Deadline Tracking
Every morning, WebRun reads each country's local file due dates from Exactera, updates a deadline tracker in Google Sheets, and posts what is due soon to Slack.
Exactera›Google Sheets›Slack
Automated Benchmarking Financials Collection
Every month, WebRun pulls each tested entity's financials from NetSuite, files them in Exactera against the right benchmarking study, and saves a copy to SharePoint.
NetSuite›Exactera›SharePoint
Automated Intercompany Transaction Intake
Every week, WebRun exports intercompany transactions from NetSuite, loads them into Exactera as tested transactions, and posts a short intake summary to Slack.
NetSuite›Exactera›Slack

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