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Optravis

by Optravis AGoptravis.com
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OVERVIEW

SaaS solution for automating operational Transfer Pricing (TP) processes for multinational enterprises.

Optravis is a leading Software-as-a-Service (SaaS) solution that automates the entire operational Transfer Pricing (OTP) workflow for multinational enterprises, covering intercompany transactions for goods, royalties, and services. The company was founded in 2014 and was acquired by msg systems ag in 2021.

The software streamlines the process of setting and monitoring transfer prices at the product and partner level across complex supply chains. Key capabilities include the automated calculation of Transfer Prices (TPs), incorporating an advanced rules engine that considers TP methods, customs duties, and anti-dumping regulations. It features automated forecasting at the product level to enable ex-ante price setting and minimize costly year-end adjustments.

Optravis utilizes a specialized TP data model to efficiently process raw data from various ERP systems, including SAP R/3, SAP S/4HANA, and other non-SAP platforms, without the need for manual preprocessing. The solution is a multi-tenant cloud application that provides a great digital user experience and can often get customers "up and running in 90 days." It is trusted by finance professionals in more than 100 countries and is designed to ensure compliance and audit readiness.

RATING & STATS

User Rating
4.0/5.0
1 reviews
Customers
100+
Founded
2014

KEY FEATURES

  • Automated Operational Transfer Pricing (OTP) Calculation
  • Product-level Forecasting and Ex-Ante Price Setting
  • Customs and Anti-Dumping Rule Integration
  • ERP-Independent Data Modeling (SAP & Non-SAP)
  • Comprehensive Audit Trail and Compliance Reporting
  • Customizable Multi-level Approval Workflows
  • Service Charge and Royalty Management

PRICING

Model: enterprise
Subscription-based licensing model. Pricing is not publicly disclosed and is considered high-end for enterprise solutions.

TECHNICAL DETAILS

Deployment: saas, cloud
Platforms: web
🔌 API Available

USE CASES

Operational Transfer Pricing ManagementGlobal Tax Compliance and ReportingIntercompany Transaction MonitoringYear-End Adjustment MinimizationSegmented Profitability Analysis

INTEGRATIONS

SAP ERPSAP S/4HANANon-SAP ERP SystemsFile Import/Export

COMPLIANCE & SECURITY

Compliance:
ISO 27001ISAE 3402 type 2
Security Features:
  • 🔒Encryption
  • 🔒Auditable logging and tracing
  • 🔒Multi-tenant isolation

SUPPORT & IMPLEMENTATION

Support: email, phone
Implementation Time: 1-4 weeks
Target Company Size: enterprise
TRAINING AVAILABLE

PROS & CONS

✓ Pros:
  • +Highly specialized and comprehensive solution for Operational TP
  • +Seamless integration with major ERP systems, particularly SAP
  • +Strong focus on compliance (ISO 27001) and audit readiness
  • +Fast deployment time (can be up and running in 90 days)
  • +Automated forecasting reduces manual year-end adjustments
✗ Cons:
  • -Reported as 'Not user friendly' by one reviewer
  • -Commercials are reportedly 'slightly high'
  • -Highly specialized focus may be overkill for smaller organizations

ABOUT OPTRAVIS AG