P&L Segmentation Tool

The P&L Segmentation Tool enables organisations to build, manage, and populate segmented Profit & Loss statements within TPGenie. This module helps structure financial data across multiple dimensions like product lines, business units, and regions, while ensuring alignment with transfer pricing documentation requirements.

Template Management

At the heart of the P&L Segmentation Tool lies its powerful template management system. Users can design custom P&L templates that perfectly match their organisational needs, incorporating flexible line items and diverse segmentation options. The system includes automated calculation formulas for key financial metrics, ensuring accuracy and consistency. When a new financial year begins, templates can be efficiently transferred while maintaining their structural integrity.

Multi-dimensional Segmentation

The tool excels in handling complex organisational structures through its multi-dimensional segmentation capabilities. Supporting up to three concurrent segmentation dimensions, users can analyse their financial data through various lenses – whether by business units, product lines, regions, or any custom categories that matter to their organisation. All this information is presented in a unified interface that displays both consolidated and segmented views.

Data Integration & Population

Data handling is both flexible and precise. Users can input data manually with built-in validation checks or leverage the automated data structuring capabilities of TP Copilot. The system supports direct imports from Excel and other financial systems, with intelligent mapping features that ensure data aligns correctly with template structures. This dual approach to data entry accommodates various organisational workflows and data sources.

Compliance & Reporting

The tool seamlessly integrates with Local File documentation, making it easier to meet transfer pricing requirements. Built-in validation ensures data consistency across all segments, while standardised reporting formats align perfectly with transfer pricing documentation needs. Every change to data or templates is tracked through a comprehensive audit trail, providing transparency and accountability.

Enhanced Efficiency

Working with P&L data becomes more intuitive through features like quick-start templates for common P&L structures and bulk data handling capabilities. The drag-and-drop interface makes template design accessible to users of all technical levels, while smart copy functionality simplifies data management across different periods and entities.