ONESOURCE Brasil Integration

Technical and Functional Evolution
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.
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.
Apr
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.
Jun
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.
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.
Sender Service — Continuation of the Second Phase of Evolution
Maturity: Stability and reliability for more demanding scenarios.
Aug
Branch Management in OBI
Ensures 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.
Oct
Formulas and Calculations
Expanding Transformation and Validation Capabilities to support more complex scenarios, including:
Support for Complex Calculations
Tax/Legal Check Digit Calculation
Traceability and Reconciliation [Phase 2]
Ensuring full traceability of input files, providing clients with greater transparency and control over the data lifecycle.
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.
Dec
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
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
Recycling Flow Restructuring [Phase 3]
Providing clients with enhanced usability through intuitive navigation on screens dedicated to maintaining data for recycling.
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.