TPGenie helps teams create and manage transfer pricing documentation, including Local Files, Master Files, benchmarking studies, intercompany agreements, TP Forms, and Country-by-Country Reporting. Its web-based Basic edition is aimed at local entities and small advisory companies. It provides a four-step Local File process, templates, country references, benchmarking databases, a guide, and a calendar. Business adds client management, document sharing and delegation, workflow tools, status and messaging features, and an audit trail. Enterprise supports central or local documentation workflows for multinational groups, with dynamic templates, document management, workflow, and automated P&L segmentation. TP Copilot is an AI validation module described as checking for discrepancies and recommending actions based on OECD guidelines and local legislation. Benchmarking AI helps screen potential comparables, and Compliance Tracker follows country requirements and filing deadlines. Integrations include Adobe Sign, ChatGPT, DeepL, Microsoft Azure AD, Office 365, and calendar services. An API is available for managing environments, financial years, and users; API access requires a license and signup. Pricing is on request.
Who it is for
TPGenie may suit local entities and small advisory firms needing transfer pricing documentation, as well as multinational groups coordinating local or central workflows. Its different editions address those distinct workflows.
What is good
- Four-step Local File creation in Basic
- Business includes sharing, delegation, and audit trail
- Enterprise supports automated P&L segmentation
- Compliance Tracker follows country requirements and deadlines
- API supports environment, financial-year, and user management
What to know first
- Pricing is available on request
- API access requires a license and signup
- Security claims could not be confirmed
Verdict
TPGenie covers document creation, collaboration, compliance tracking, and benchmarking across offerings for small teams and multinational groups. Check the edition’s scope and API licensing requirements against your workflow; pricing is on request.
TPGenie plans and pricing
All plansCompared on transfer pricing software
- Benchmarking tools
- Yes
- Documentation workflows
- Yes
- Country-by-country reports
- Yes
- Platform
- web
