Fragmented process
The hand-offs become the workflow.
- Facts repeated across spreadsheets and working drafts
- Review context reconstructed from email and comments
- Document output separated from the underlying analysis
For transfer pricing advisory firms and in-house teams
From transaction facts to a defensible transfer pricing file.
Folentra gives advisory and in-house teams one structured workspace to map intercompany transactions, document the economic analysis and generate editable Master File and OECD Based Local File drafts.
Transaction types
- Intercompany loan
- Management fee
- Goods
- IP licence
Filter transactions
NLHolding B.V.
USServices Inc.
DEOpCo GmbH
GBSales Ltd
Intercompany loan
Management fee
Goods
IP licence
- Connected working record
- User-controlled AI assistance
- Editable Word output
Why a connected record matters
Move the engagement out of the hand-off chain.
The work becomes easier to follow when factual inputs, economic reasoning, review and the draft document stay connected instead of moving through separate files.
Connected in Folentra
The working record carries the context.
- One client, entity and transaction record
- Assignments, readiness and change context in the workspace
- Editable documents compiled from the working record
Inside the working record
See the engagement move from facts to file.
Select a stage to see how the same record supports transaction mapping, economic analysis, drafting, review and editable documentation.
Client and transaction model
01 / 05Structure the facts once.
Set up the fiscal year, entities, transaction parties, volumes and supporting files as one connected working record.
- Entity and party setup
- Controlled-transaction canvas
- Volumes, financials and source files
FIllustrative client
FY 2025Map
Client and transaction model
01 / 05FIllustrative client
FY 2025Map
Intercompany model
Parties and transactions
GoodsServicesFinancial
Transactions
Financial
Intercompany loan
Services
Management fee
Goods
Distribution
The deliverable
See the file you deliver.
Folentra compiles the working record into an editable Master File and OECD Based Local File. Every section follows the OECD Master File structure, picks up your firm's document styling, and exports as a .docx your team keeps editing.
- Editable .docx
- Your firm's styling
- Preview in sync
Master fileExport
Export readiness12/14 Download (.docx)
Master File
Multinational Group
Fiscal year 2025
1 Introduction
2 Organisational structure
5 Functional analysis
| Function | A | B |
|---|---|---|
| Strategic management | High | Low |
| Market & credit risk | High | Low |
| Manufacturing IP | High | – |
6 Intangibles & DEMPE
Built around transfer pricing work
A shared structure for a specialist practice.
Folentra is designed for advisory firms handling multiple transfer pricing engagements and for in-house tax teams documenting their own group, where review quality depends on clear hand-offs and a traceable working record.
Explore Folentra for advisory firmsPractice leaders
Create a consistent operating model across client files, with shared document themes and portfolio visibility.
Managers and reviewers
See status, outstanding work, readiness findings and change context without reconstructing the file from email.
Consultants
Work through a guided structure for facts, analysis and drafting while keeping judgement and source review explicit.
In-house tax teams
Document your own group in the same structure instead of outsourcing it, and keep the working record in house between filing years.
User-controlled AI assistance
Assistance that remains under professional control.
Folentra can assist with drafting, rewriting, translation, structured suggestions and readiness findings. It does not replace source validation, method selection or final review.
- 1
Start an AI action when it supports the work at hand.
- 2
Review the suggestion against source facts and professional judgement.
- 3
Accept, edit or reject before anything becomes part of the file.
Questions, answered
Clear about what the product does.
01Who is Folentra designed for?
Folentra is designed for transfer pricing advisory firms and specialist teams that manage analysis, review and documentation across multiple client engagements.
02What does Folentra generate?
Folentra generates editable Word drafts for Master File and the current OECD Based Local File workflow. The team preparing the file remains responsible for final content and delivery.
03Does Folentra make transfer pricing decisions?
No. Folentra structures inputs and can provide AI-assisted suggestions, but professionals select methods, validate sources, assess local requirements and approve the final output.
04Is access self-service?
No public self-service signup is offered. Product access is arranged for an organisation, and configured deployments use Microsoft work-account sign-in.
05Does Folentra guarantee compliance in every jurisdiction?
No. The workspace is built around OECD Master File concepts and currently includes an OECD Based Local File workflow. Other jurisdiction-specific requirements and professional review remain the responsibility of the team preparing the file.
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.