Product

From client facts to editable Word output.

Folentra structures the transfer pricing engagement as one connected workflow, so the facts, analysis, review and working document remain part of the same record.

Connected by design

A data model that follows the engagement.

Information moves through the workflow without turning every section into another isolated document.

Folentra data modelConnected
  1. 01

    Organisation

    Firm-level settings and document themes.

  2. 02

    Client

    Ownership, access and engagement context.

  3. 03

    Fiscal year

    Scope, periods and the active working record.

  4. 04

    Entities & transactions

    Parties, flows, volumes and supporting files.

  5. 05

    Documentation

    Analysis, review context and editable output.

Carried through the record

FactsReasoningReview contextDocument
01Map

Create the working record.

Set up the client and fiscal year, capture group entities, assign transaction parties and connect supporting files.

  • Entity setup and assignment
  • Controlled-transaction canvas and list
  • Transaction volumes and entity financials
  • Supporting file manager
02Analyse

Document the economic reasoning.

Keep the factual profile and economic analysis together, with inputs that remain visible to the reviewer.

  • Functions, assets and risks
  • Tested party and TP method
  • Manually entered benchmark and comparable data
  • Performance and arm’s-length conclusion
  • Contractual terms and entity flows
03Draft

Turn connected facts into narrative.

Build the wider business, organisation, finance, intangible and transaction context that feeds the documentation.

  • Business and industry context
  • Organisation and group structure
  • Finance and intangible sections
  • AI-assisted drafting, rewriting and translation
04Review

Make review work visible.

Identify missing inputs, coordinate work and inspect supported recorded changes without relying on a separate status spreadsheet.

  • Completeness and readiness findings
  • Work items and assignments
  • Deadlines and status board
  • Viewer, Editor and Owner roles
  • Audit trail for supported recorded changes
05Deliver

Generate an editable working draft.

Compile the connected record into a Word document that the advisory team can review, edit and finalise.

  • Master File and OECD Based Local File Word drafts
  • Live document preview
  • Organisation document themes
  • Editable .docx generation

AI in context

The workspace supports judgement. It does not replace it.

Source quality, method selection, benchmark suitability, jurisdiction-specific requirements and final sign-off remain with the advisory team.

AI-generated drafts, suggestions and findings may be incomplete or incorrect. Verify them before using them in client work.

A closer look at Folentra

See how the full workflow fits your practice.

Book a focused walkthrough using illustrative client data, from transaction mapping to editable Word output.