Caribou

What is Caribou?

Caribou is a transfer pricing platform for multi-entity companies. It supports creating intra-group agreements, maintaining transfer pricing policies, and working through documentation workflows so teams can reduce administrative back-and-forth.

The product is designed to replace manual processes that involve repeated questionnaires, lengthy calls, and reports that teams may not use. Caribou aims to centralize common tasks for transfer pricing documentation and related agreements, with structured support for review and approval.

Key Features

• Intra-group agreements and transfer pricing policy support: helps manage the documents and policy work associated with intercompany cash and related arrangements.
• Always-on international tax expertise via a dedicated channel: provides 24/7 access to tax expertise without pay-per-hour interactions, using a Slack or Teams channel plus email support.
• Activity feed for structured work steps: shows a timeline of what matters (including who signs, what, and when) to reduce chasing.
• Document parsing from uploads: supports uploading documents so the system extracts the correct information instead of relying on answering many questions.
• Multi-entity administration: supports requesting transfer pricing documents and intragroup agreements, monitoring work across teams, and learning about entity structure changes.
• Agreement review and approval + signing workflow: includes steps to review and approve documents (e.g., loan agreement PDF) and use “Open & Sign” when ready.

How to Use Caribou

1. Start by working through your entity structure and the transfer pricing items you need (for example, intra-group agreements such as loan agreements).
2. Upload required documents rather than answering many questionnaire-style questions, so the system can extract the relevant information.
3. Use the activity feed to follow the workflow steps, including review and approval and identifying who needs to sign.
4. For questions during setup or changes (such as structure changes), use the dedicated Slack or Teams channel or email support.

Use Cases

• Cash transfers between entities with clearer documentation: when multiple accountants or internal stakeholders give conflicting or unclear advice, a structured agreements and policy workflow can help teams coordinate.
• Fintechs moving funds and licensing IP to a regulated entity: when lawyers and compliance teams must align on documentation, Caribou supports the workflow around intercompany arrangements.
• Transfer pricing first-timers needing end-to-end support: when implementing a transfer pricing policy for the first time, Caribou provides guided help for designing and rolling out the policy.
• Multi-entity teams coordinating approvals: when different people must approve and sign documents, the activity feed and review/approval steps help make ownership and timing visible.
• Ongoing monitoring as entity structures grow: when moving from “firefighting” to more systematic oversight, entity monitoring supports keeping work aligned as entities expand.

FAQ

• What does Caribou help with? Caribou helps teams manage transfer pricing documentation and intra-group agreements, including workflows for review, approval, and signing.

• Does Caribou use document uploads? Yes. The site describes automatic document parsing from uploads, aiming to extract the correct information rather than relying on extensive questionnaires.

• How do teams get support during setup and changes? The platform provides access to international tax expertise through a Slack or Teams channel, with email support also available.

• How does Caribou handle approvals and signing? It includes review and approval steps (for documents such as a loan agreement PDF) and a signing step via “Open & Sign” when the document is ready.

• Can Caribou support changes to parent/subsidiary structures? The site includes an example of reviewing changes to a parent and subsidiary structure, and it describes entity monitoring as entities grow.

Alternatives

• Transfer pricing documentation and workflow platforms: alternatives in the same category typically focus on managing transfer pricing files and intercompany agreements with internal or expert-assisted workflows.
• General document management and approval tools (e.g., DMS/e-signature-first): these can replace the review/sign workflow, but may not provide transfer-pricing-specific policy and documentation assistance.
• Tax consultancy or advisory engagement (manual process): instead of a software workflow, a consultancy may handle transfer pricing documentation, though it may involve more manual back-and-forth.
• Financial operations/ERP add-ons for multi-entity admin: some systems can help coordinate entity structures and documents, but may require more custom handling for transfer pricing agreements and expertise workflows.