Coperitas for year end suprises

A story of how we supported a team in overcoming the overwhelming operational transfer pricing (OTP) process with the support of the Coperitas “operational TP” module. What is their story and how did this happen? You can read it down here!

About the client

The company in question is a Swedish global leader in AI-powered media, social, and consumer intelligence, helping businesses make informed decisions and stay ahead of the competition.

They came to us for an OTP (Operational Transfer Pricing) solution and to this day, they remain a beloved client. Here’s how our team helped them transform their process.

The challenge of managing OTP adjustments

Our client faced a challenge that kept coming back at the start of each quarter and financial year. The first three weeks were completely blocked for closing the books, leaving no time to address transfer pricing (TP) corrections until afterward. This delay often resulted in unexpected adjustments, creating both financial and operational uncertainty.

Additionally, their process was heavily dependent on manual Excel calculations, which were:

• Time-consuming: Needing a lot of effort to track and implement adjustments.
• Error-prone: Increasing the risk of inconsistencies and last-minute surprises.
• Lacking visibility: Making it difficult to obtain a quick, real-time overview of necessary TP adjustments.

To solve this, they needed a structured, automated OTP workflow, as well as clearer insights into upcoming adjustments.

Setting objectives

With these challenges in mind, we worked with their team to define clear goals for implementing the OTP module effectively. Together, we decided it would be best to focus on:

• Primary Objective: Implement an OTP solution that correctly applies their TP policy and ensures accurate intercompany adjustments via invoicing.
• Secondary Objective: Improve efficiency and reduce surprises by making TP corrections visible earlier in the process.
• Tertiary Objective: Provide customized tables and reports, allowing teams to review data in the formats they know and are familiar with.

step-by-step plan

To help this company transition from manual TP calculations to a streamlined OTP process, we followed a structured and collaborative implementation approach.

Step One: OTP overview

We created a custom dashboard in Coperitas to display the most important values and outcomes from their OTP model. This provided a centralized view where users could track actual TP adjustments and controls and easily see the most important reports.

Step Two: Data Integration & Automation

We worked with them to align and import their financial data into Coperitas. This ensured all source data was properly categorized, making automation seamless and eliminating the need for manual calculations in Excel.

Step Three: Real-Time Checks & Reports

To prevent unexpected adjustments, Coperitas introduced automated checks that flagged abnormalities in real time. Additionally, we set up:

• Invoice Overviews – Showing the required TP adjustments between entities.
• Data Summaries – Providing a clear, structured overview of financial transactions for auditors.

Step Four: Continuous Support

We kept working closely with our client to refine the setup to make sure it would have everything they needed. An audit report is kept updated for stakeholders within their organisation.

The Results

With the new OTP system in place, our client significantly improved its TP adjustment process. Key benefits included:

1. Time-efficient: Everything they need is now just a few clicks away. Whether it’s a detailed overview, documents, or data, it’s all right there, ready to go!
2. Automated: Excel will no longer create delays, give small errors or cause confusion. In Coperitas, everything is automated, freeing you from tedious manual work.
3. No more surprises: No more year-end surprises sneaking up at the last minute. Any abnormalities and potential TP risks are flagged instantly, so you can handle them right away.
4. Customized: With feedback sessions that are still going strong to this day, we’re continuously improving the tool for them, creating tailored solutions for challenges that are unique to them.

This project demonstrates how automation and smart data integration can transform TP workflows. This Eliminates inefficiencies, reduces surprises, and saving both time and money.

Conclusion

By working closely with their finance and tax teams, we helped build a reliable, automated OTP process that gives them clarity, control, and confidence throughout the year.

Are you facing similar OTP challenges or want to eliminate manual work from your TP process? Get in contact with us and discover how we can help streamline your workflow.

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