Exactera Reviews & Product Details

I’ve been a customer of Exactera for over 5 years, going all the way back to when they were still XBS. In those early days, the service often left a lot to be desired inconsistent support, limited responsiveness, and a product that felt like it lagged behind. Honestly, it was frustrating.

But today, the transformation has been remarkable. The new leadership team has completely changed the trajectory of the company, and the new employees especially those from Argentina — have been a driving force in that change. I can’t say enough about how professional, engaged, and customer-focused they are.

I especially want to recognize Antonela Niemiz. Her level of professionalism is second to none, and her dedication consistently goes above and beyond my expectations. Time and time again, she has proven to be not just reliable, but truly exceptional.

What was once a service I considered “good enough” has now become a top-of-the-line partner that I genuinely value. Exactera has raised the bar, and I’m grateful to see such a positive evolution. Review collected by and hosted on G2.com.

At the moment I am fully satisfied and have no complains. Review collected by and hosted on G2.com.

We have worked with Exactera for approximately 5 years. Exactera has been a great partner with whom we have developed our current Transfer Pricing documentation workstream and process to be as efficient as possible. They offer a high level of availbility and we are able to collaborate closely with their team of experts. The team is flexible in their way of working - often finding creative solutions to complex problems. They are always willing to support on an ad-hoc basis and support us when necessary. Review collected by and hosted on G2.com.

A challenge with using any software based Transfer Pricing tool is the "take-off" distance. It takes a while to establish a good routine and process under which one can collaborate efficiently and where the responsibilities are laid out clearly. However, once that phase has been completed, it has been a great experience working with Exactera. Review collected by and hosted on G2.com.

I have always received quick responses to my questions on transfer pricing methodology or software use. Review collected by and hosted on G2.com.

The public companies' financial data seem to be limited particularly overseas Asian financial companies. It would be very helpful if there is a list of public companies financial data shown on the software instead of selecting through various industries. Review collected by and hosted on G2.com.

It is relatively easy software to use once you get the hang of it. I like how you can save profiles and different searches in an easy format. Review collected by and hosted on G2.com.

The part I dislike the most about Exactera is the limitation of the uploads that we can do a day into excel. I understand limiting the amount of agreements that can be downloaded but the daily limit of the basic information in an excel is annoying. Review collected by and hosted on G2.com.

The customer service has truly been outstanding. It's very easy to contact product support for quick tasks, and Exactera is always happy to arrange a meeting with our team to demonstrate new features or to exchange feedback about their product offerings. Review collected by and hosted on G2.com.

I continue to face challenges when conducting roll forward analyses. There is no straightforward method to search for companies and retrieve their current year financial statements for financial updates. Since these analyses are standard practice in Transfer Pricing, it should not require multiple attempts in either solution to access the financial data for the specific companies I need. Additionally, I find it difficult to fully transition to their auto-generated Transfer Pricing report because it takes considerable time and effort to reformat the reports to match our company's brand guidelines. These are some areas where improvements would be beneficial. Review collected by and hosted on G2.com.

The team is professional, courteous, and knowledgeable. They educate our internal tax team to understand difficult and complex transfer pricing concepts in order to minimize risk in this highly contested area of taxation. They utilize AI to help in this area, which allows them to be reasonably priced in the market. Review collected by and hosted on G2.com.

I believe that they are the best choice in the industry for transfer pricing, but their company focus to expand into the tax provision sector is an unnecessary distraction. Review collected by and hosted on G2.com.

Exactera have good teams of people and provide a number of useful in person and online learning and networking tools. They work in a collaborative way and seek process improvements in the annual TP cycle each year and each of the 5 years I have worked with them has gone smoother than the one before. Exactera's costing is also transparent and very competitive. Review collected by and hosted on G2.com.

Having only really used Exactera for TP local ad master files, I find there is room for improvement in the tech offerings that are client visible (this is happening more with Exactmatch etc) but from the client side the business still seems to operate in quite a manual way and the client tools available are quite basic and lots of occasions where system restriction don't allow for changes as requested. As a company that focuses on tech I feel there is room for improvement on this. Review collected by and hosted on G2.com.

From first meeting the account director, I felt that Exactera were being open and transparent about their product, pricing and capability. I have been a client for 4 years and recently extended our contract. I have been really impressed with the service delivered, there have been no surprises, and when we have needed ad hoc extensions the pricing has been very reasonable. Exactera are a well priced option to meet a lot of your TP documentation needs, and a good option even if you have very complex needs, which you can supplement with more traditional 'big 4' advice Review collected by and hosted on G2.com.

I haven't come across any downsides yet. Of course there are changes in the delivery team from time to time, as people move or promote, but this has never been a problem, and always handled transparently. Review collected by and hosted on G2.com.

meetings to clear uncertainties and outstanding documents

technical standard solution Review collected by and hosted on G2.com.

We miss Transfer Price Consultancy; proactive avoidance of potential tas risks

Remarks and change requests have partially to be done several times with explanations before they are accepted; then, they are not directly taken into consideration in the next Local File, but the same requests have to be done agaian;

partially the legal remarks from Exactera are not correct as they are not always up to date and complete;

there is no proactive remark potential tax risks going with the wording or missing explanation in the Local Files (Customers can run into tax risk as they are partially not warned about risks)

Exactera team is not always up to date with what has been delivered Review collected by and hosted on G2.com.

RoyaltyStat/Exactera is very easy to use. Its interface is straightforward, making it simple for us to search for and manage a wide variety of agreements efficiently. This user-friendly design also makes it easier to onboard new team members, as explaining how the system works is uncomplicated. Whenever I have needed customer support from RoyaltyStat/Exactera, the experience has been excellent, with quick responses and effective solutions to any issues. RoyaltyStat has become our primary tool for benchmarking agreements, so we rely on it frequently. Review collected by and hosted on G2.com.

In RoyaltyStat, I feel that the process for downloading agreements could be more straightforward and intuitive. Sometimes, team members accidentally download agreements they didn't intend to, which can be confusing. It would also be very helpful if there were an option to download multiple agreements at once, as this would save time and make the workflow more efficient. Review collected by and hosted on G2.com.