Compliance - ONESOURCE Brasil Integration

Native Expansion of Operational Scope

Natively expand OBI's processing and mapping capabilities to support a more comprehensive set of operations, reducing reliance on custom development and enabling more of the client's business areas without the need for additional integrations.

Visibility and Autonomy in the Integration Flow

Empower clients to independently identify, understand, and resolve issues occurring in the integration flow, eliminating the need to contact support to gain clarity on the status and behavior of their data.

Scalability and Reliability in Data Processing

Ensure that growing data volumes are processed consistently and without performance degradation, with transparent identification and handling of discrepancies before they impact the client's tax closing.

Rounding to Integers

Allow clients to perform rounding transformations directly in the output file, ensuring the data is ready for integration into the Fiscal Solution in the expected format, without the need for intermediate transformations.

Value Reuse

Allow clients to reuse and transform values in the output file, ensuring the data is ready for integration into the Fiscal Solution in the expected format, without the need for intermediate transformations.

Automation of Operational Processes

Eliminate manual and repetitive operational steps, promoting faster activation, predictable platform behavior, and reducing the margin for error in critical client processes.

Batch Management — Enhanced Visualization and Operational Autonomy — Reduces the need for support and cuts down analysis time with improved data visualization, advanced filters, and restructured processing statuses.

- Errors and their corresponding solutions are displayed in separate columns within the grid.

- Granular time-based filters (date + time) with AND/OR logical operators increase precision when searching for batches.

- The visual distinction between loading and import steps makes each batch's status immediately understandable.

Users can now resolve stuck batches and reprocess them at controlled intervals without contacting support, and expired token errors in the ONESOURCE DF-e integration are flagged directly on the interface. [released in Apr/2026]

Integration Dashboard — Multiple Source and Status Selection — Allows users to select multiple sources and statuses simultaneously on the Integration Dashboard, reducing the number of queries required to track batches from different sources and states, thereby increasing operator productivity. [released in Jun/2026]

Recycling Flow Restructuring [Phase 1]

- Modernizes the recycling process flow through automatic table updates and a more flexible configuration, reducing manual intervention and increasing the platform's adaptability to client operational needs.

- Faster resolution of processing errors: Direct integration with the Layout SAFX API prevents the display of errors that become obsolete after SAFX updates, speeding up the recycling of failed batches.

- XLSX support for downloads and format validation for uploads: Enables downloads in both CSV and XLSX formats, ensuring data integrity in Excel; uploads are restricted to CSV and XLSX, with incompatible files being blocked.

- Always up-to-date data: Online synchronization with the API ensures that the Layout SAFX grid reflects real-time data from ONESOURCE Tax One. [released in Jun/2026]

Traceability and Reconciliation — End-to-End Visibility and Integrity Assurance [Phase 1]

Providing an integrated dashboard that offers comprehensive visibility for analysis.

Sender Service — Second Phase of Evolution

Initial Progress: Ongoing enhancements for robustness and flexibility.

Branch Management in OBI to ensure the company setup accurately reflects the ONESOURCE Tax One structure. This allows multiple branches under the same CNPJ to be managed independently and their master data to be automatically synchronized with T1.

- Ability to operate multiple branches under the same CNPJ without manual workarounds.

- Reduction in files being ignored during the ONESOURCE Tax One import, as each batch will be routed to the correct branch.

- Master data is kept constantly updated and automatically mirrored with ONESOURCE Tax One.

- Eliminates the need to manually update setups when switching between OBI and TDM flows. [scheduled release: Aug/2026]

Sender Service — Continuation of the Second Phase of Evolution

Maturity: Stability and reliability for more demanding scenarios.

Formulas and Calculations — Expanding Transformation and Validation Capabilities to support more complex scenarios, including:

- Support for Complex Calculations

- Tax/Legal Check Digit Calculation [scheduled release: Oct/2026]

Traceability and Reconciliation — End-to-End Visibility and Integrity Assurance [Phase 2]

- Ensuring full traceability of input files, providing clients with greater transparency and control over the data lifecycle. [scheduled release: Oct/2026]

Recycling Flow Restructuring [Phase 2]

- Empowering clients to identify and correct errors faster, ensuring full control over the recycling flow, shorter resolution times, and reduced operational impact. [scheduled release: Oct/2026]

Formulas and Calculations — Expanding OBI's set of formula and calculation features to support more complex scenarios, including:

- Support for Complex Calculations

- Time-based Logic in Rules

- Smart Output Formatting [scheduled release: Dec/2026]

Formulas and Calculations — Expanding Transformation and Validation Capabilities. Expanding OBI's set of formula and calculation features to support more complex scenarios, including:

- Date Processing and Validation

- Advanced Data Manipulation [scheduled release: Dec/2026]

Recycling Flow Restructuring [Phase 3]

- Providing clients with enhanced usability through intuitive navigation on screens dedicated to maintaining data for recycling. [scheduled release: Dec/2026]

Versioning and Configuration Control

Implementing a robust versioning system in OBI for managing Profiles, Processes, Auxiliary Tables, and Converters, ensuring greater governance, traceability, and security over platform configurations. [scheduled release: Dec/2026]