EU Taxonomy: FEATURE LIST

Modified on Fri, 6 Feb at 4:40 PM

General  

  • Ability to upload accounting standards and automatically assign accounts to revenue, CAPEX, or OPEX categories.  
  • Creation of the taxonomy report for the entire group or including subsidiaries in the data collection.  
  • Representation of the entire taxonomy reporting process:  
  • Evaluation of taxonomy eligibility.  

  • Checking minimum protection standards.  

  • Assessment of taxonomy compliance.  

  • Assignment of bookings.  

  • Creation of the taxonomy table.


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Taxonomy Eligibility Assessment  

  • Easy allocation of business activities and sub-activities to the defined taxonomy activities.  
  • Consideration of sub-activities within a parent taxonomy activity (e.g., different product types).  
  • Provision of examples to assist in selecting the appropriate taxonomy activities.  
  • Ability to involve subsidiaries or other entities to assess their specific business areas. 



Minimum Protection Standards Assessment  

  • Implementation of criteria from Article 18 of the EU Taxonomy Regulation in user-friendly and easyto-understand questions.  
  • Option to upload relevant documents for audit purposes to substantiate answers.  
  • Answering questions specific to each taxonomy activity.  
  • Follow-up evaluation of taxonomy compliance once minimum protection standards are met. 



Taxonomy Compliance Assessment  

  • User-friendly questions to check technical screening criteria.  
  • Simplified compliance evaluation using intuitive decision trees.  
  • Direct insight into taxonomy compliance status based on answers.  
  • Ability to upload evidence as documentation.  
  • Forwarding questions to colleagues for answers.  



Assignment of Financial Information  

  • Option to enter total sums (easy) or detailed booking level (advanced).  
  • Assignment of revenue, CAPEX, and OPEX to activities and sub-activities.  
  • Upload of financial accounting data for detailed documentation.  
  • Automated calculation of taxonomy-eligible and compliant values based on financial data.  



Dashboard & Reporting  

  • Automatic creation of the taxonomy table according to requirements.
  • One-click export of an editable taxonomy table.  
  • Intuitive dashboards to analyze taxonomy eligibility and compliance. 



General (IT Security)  

  • Vetted by auditors and PS880 certified  
  • ISO27001 and TISAX Level 2 certified solution.  
  • GDPR compliant 
  • Server location in Germany, backup server in the EU.  
  • Data encryption at rest and in transit.  
  • SSO integration. 

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