Upload trial-balance-level forecasts and actuals, and provide your TP policy. Integral automatically calculates profit-level indicators, margins, expense measures and variances, then calculates the TP adjustment under your policy. Full supporting documentation and accounting entries bring the calculation through to implementation.
Bring in forecast and actual data at trial-balance level. Integral automatically calculates profit-level indicators (PLIs), including margins and expense-based measures, and identifies variances between forecast and actual performance. Review the results alongside the underlying account information.
Provide your TP policy and Integral automatically calculates the TP adjustment based on that policy. Compare outcomes with the relevant targets and review the inputs, assumptions and calculation logic supporting periodic or year-end adjustments.
Generate full supporting documentation and accounting entries for the calculated TP adjustment. Your tax and finance teams can review the financial inputs, policy application and calculation trail together, then approve the documentation and entries for implementation.
Integral keeps the underlying data, supporting evidence, work product and decisions connected from start to finish.
Provide trial-balance-level forecasts and actuals together with your TP policy and relevant entity or transaction context.
Integral automatically calculates profit-level indicators, including margins and expense-based measures, and compares forecasts, actuals and policy outcomes.
Apply your TP policy to automatically calculate the required adjustment, with the underlying inputs and calculation logic available for review.
Create full supporting documentation and accounting entries for your tax and finance teams to review, approve and implement.
Use the capability directly, have Integral manage the work, or use it as the control layer across existing providers.
Your finance team uploads forecast and actual trial balances, and your tax team provides the TP policy that should govern the entity’s results.
Integral calculates PLIs and variances, applies the policy to calculate the TP adjustment, and generates full supporting documentation and accounting entries. Tax and Finance review and approve the results before implementation.
The platform processes trial-balance forecasts and actuals, automatically calculates PLIs and variances, applies the supplied TP policy to calculate adjustments, and creates supporting documentation and accounting entries.
Tax and Finance validate the source data and account mappings, confirm policy application, and approve the adjustment, supporting documentation and accounting entries before posting.
We’ll show you how Integral can fit your team, providers and current workflow.
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