ClearTax e-invoicing

Peppol Access Point and e-invoicing compliance for enterprises in 50+ countries

Invoice processing software Peppol Access Point Invoice portal Integration platform (iPaaS) Procurement software (S2P/P2P) Document Management
NL | EN

Introduction

ClearTax is a global e-invoicing and tax compliance platform and a registered OpenPeppol Access Point. More than 5,000 enterprises use ClearTax to send, receive and report e-invoices in 50+ countries through one API.

ClearTax started in India, where it became an accredited e-invoicing provider under the national IRP system. It now holds regulatory approvals in Saudi Arabia (ZATCA), the UAE (FTA) and France (PA), and runs Peppol connectivity across Europe, the Middle East and Asia. The platform has processed over 1.24 billion invoices.

What sets ClearTax apart:

  • One platform for every mandate – Peppol, clearance models (ZATCA, IRP, KSeF) and reporting models on the same integration
  • Enterprise-grade integration – 2,000+ ERP integrations delivered by 100+ dedicated integration engineers
  • Data sovereignty – invoice data stays in-country on dedicated regional cloud infrastructure

Product portfolio

ClearTax Compliance Cloud (CCC) is an AI-native platform for e-invoicing, tax compliance and AP automation. AI runs in every layer – from ERP setup to invoice capture to tax reconciliation – so finance teams fix fewer errors and file with confidence.

ClearTax E-Invoicing – Peppol and global e-invoicing

Connect the ERP or POS once and send and receive compliant e-invoices across 50+ countries. ClearTax validates every invoice against Peppol BIS Billing 3.0 and local formats (XRechnung, ZUGFeRD, PINT AE, ZATCA UBL), looks up recipients in the Peppol SMP, routes documents and tracks status end to end.

AI inside:

  • AI field mapping – maps ERP fields to Peppol and local formats in hours, not weeks
  • Self-healing submissions – detects, diagnoses and resubmits failed invoices automatically, with no disruption to AR
  • AI matching – reconciles e-invoice data against financial records
  • VAT reconciliation – matches e-invoice data with the books to avoid misreporting

ClearTax AP Automation – AI-powered accounts payable

Automates the full inbound invoice workflow, from vendor onboarding to payment.

AI inside:

  • AI invoice capture – OCR and AI/ML digitise PDF and paper invoices alongside structured Peppol e-invoices
  • Automated validation and posting – checks extracted data and posts it to the ERP
  • Vendor management and portals – streamline supplier onboarding and queries

Built for AI agents

Tax authorities already use e-invoicing data and AI to automate scrutiny. ClearTax builds a trusted system of tax records, so enterprises can deploy AI agents on clean, compliant data and run tax operations as a continuous, automated process.

Pricing

ClearTax prices per customer, based on invoice volume, the number of countries and entities, and integration scope. Contact ClearTax for a custom quote.

Company information

NameClearTax
SpecialisationE-invoicing, tax compliance and AP automation for enterprises
Peppol statusRegistered OpenPeppol Access Point; Plateforme Agréée (PA) in France
Websitewww.cleartax.com

Overview of features and services

Key Features

Send e-invoices

This invoicing portal can send electronic invoices via the Peppol network in the standardized Peppol format.

Receive e-invoices

The software can receive electronic invoices via the Peppol network in the standardized Peppol format.

E-invoicing status tracking

The portal supports status notifications regarding the delivery and processing status of sent Peppol e-invoices.

Mapping and transformation of messages

Support for mapping Peppol messages to internal formats, such as UBL ↔ XML, JSON, or CSV.

Multi-network connectivity

The software supports not only Peppol but also other networks and platforms. This ensures you're reachable by all partners, regardless of standards or networks. With a multi-connected integration platform or service provider, you have one solution for all your e-invoicing.

Additional Features

✅ Simple onboarding The software automatically handles the user’s registration on the Peppol network (creating a Peppol ID).
✅ Peppol standard|built-in The software comes with a built-in connection to the Peppol network.
✅ Peppol Ready The software offers an API or standard connector to connect to the Peppol network.
✅ Automatic processing Incoming e-invoices via Peppol are automatically matched to purchase orders or cost centers and prepared for approval or accounting.ses.
✅ Routing and conversion Incoming and outgoing Peppol messages are automatically processed, enriched, forwarded, or converted to another format or system.
✅ Monitoring and logging Users can track the sending and receiving of Peppol messages through a dashboard with logging and status notifications.
✅ White-labeling available The access point offers white-label access for partners or intermediaries. This means you can offer the provider’s access point technology under your own organization’s name, product branding, and visual identity—eliminating the need to develop and maintain the technology yourself.
✅ Peppol address book (SMP) You can obtain your own Peppol SMP. An SMP (Service Metadata Publisher) is a digital address book within the Peppol network. It indicates which organizations are connected, which documents they can receive, in what format, and through which access point.
✅ Peppol Sandbox/Test Environment A Peppol sandbox or test Environment is a simulated digital environment where organizations can safely test how their systems communicate over the **Peppol network**, without performing real transactions.
✅ Direct Peppol registration It is possible to register and to create a Peppol-ID via a registration portal.

Secondary Properties

✅ Helpdesk and support Support with technical or functional questions, such as troubleshooting message issues, assistance with resolving certificate problems, and support during the onboarding of new partners.
✅ Cross-border compliance modules Tools and services that help companies comply with various national or regional requirements within the Peppol network.
✅ Data Anonymization and Privacy Management Services to protect sensitive data in accordance with privacy laws such as the GDPR.
✅ Audit trail- and message archiving Complete logging and storage of all sent and received Peppol messages for compliance purposes.
✅ Multilingual user interface The application is available in multiple languages – see more information.
✅ Ability to add attachments to invoices You can attach files (such as PDFs or packing slips) to the e-invoice.
✅ Built-in notifications for new documents Users automatically receive a notification when a new Peppol document is received.
✅ Secure user authentication and identification For example, two-factor authentication, iDIN, eHerkenning, or other eIDAS notified eID services.
✅ Bulk sending of invoices Send multiple invoices in a single action via Peppol, for example, based on a batch or selection.
✅ Webhook support For push notifications to external systems upon receipt or in case of errors.
✅ Field-level logging Detailed tracking of transformations and data changes.
✅ Version management for mappings For secure editing and control when updating message structures.
✅ Load balancers and failover mechanisms For customers processing large volumes of traffic and requiring robustness.
✅ Support for multi-format transformation E.g., conversion from UBL to EDIFACT, CSV, or custom JSON schemas.
✅ Recurring invoices / templates Create invoice templates that automatically repeat at fixed intervals, such as monthly or yearly. Ideal for subscriptions and recurring services.

Helpdesk

Available viaEmail, the support portal and phone
Opening hours9:00 – 18:00 local time in every country with a ClearTax office
Supported languagesEnglish, Arabic, French, German and Spanish

Market focus

Active in countriesEurope: the Netherlands, Belgium, Germany, France, Poland and Spain, with Peppol connectivity to all Peppol countries. Middle East: Saudi Arabia, the UAE, Oman and Bahrain. Asia: Malaysia, Singapore, India and the Philippines. Local mandate changes are applied cloud-side – no ERP rework.
Generic vs. specific industriesGenerally applicable. The platform handles high-volume retail and e-commerce POS invoicing, and complex multi-ERP setups in sectors such as manufacturing, oil and gas, real estate and banking.
Network integrationsPeppol (BIS Billing 3.0) and the UAE Peppol 5-corner model (PINT AE). Direct connections to government platforms including ZATCA Fatoora (KSA), India IRP, KSeF (PL), PPF and Chorus Pro (FR), LHDN MyInvois (MY), InvoiceNow (SG) and the UAE FTA framework.
Customer profileMid-sized and large enterprises, including multinational groups running several ERPs and entities across countries. ClearTax also works with partners and system integrators who implement e-invoicing for their clients.

Integration capabilities

Generic API

ClearTax offers one unified REST API for e-invoice generation, submission, receipt and status tracking across all supported countries. Security controls include OAuth 2.0 authentication, customer-defined token expiry, rate limiting and WAF protection on all endpoints. Organisations without API access can also upload invoices via Excel.

Specific connectors

Certified connectors:

  • SAP S/4HANA
  • SAP ECC
  • SAP Business One
  • Microsoft Dynamics 365 Finance & Operations

Also integrates with:

  • Oracle Fusion and Oracle E-Business Suite (EBS)
  • Any ERP, AP, AR and billing system
  • POS systems

Implementation

More than 100 dedicated integration engineers have delivered over 2,000 ERP integrations. AI-powered field mapping cuts setup from weeks to hours. After go-live, ClearTax handles regulatory changes cloud-side, so the ERP needs no rework when a mandate changes.

Security & compliance

Independently audited. Regionally sovereign.

  • Certifications: ISO 27001:2022, SOC 2 Type II, GDPR compliance
  • Data residency: invoice data stays in-country – KSA (OCI Jeddah), UAE (OCI UAE East), France (S3NS sovereign cloud), EU/Malaysia (AWS Paris/Singapore)
  • Encryption: AES-256 at rest, TLS 1.2+ in transit, logical tenant isolation
  • Access: MFA, SAML/OIDC SSO, role-based access control, full audit logs
  • Resilience: 99.9% uptime SLA; same-region DR with RTO under 1 hour and RPO under 15 minutes
  • Threat management: continuous third-party penetration testing (OWASP Top 10), SAST/DAST in every build, 24/7 monitoring
  • Incident response: customer notification within 24 hours for P0 security incidents, with a full root cause analysis

Certifications

Peppol PKI certificate

ℹ️
Software vendors with their own Peppol production certificate can send and receive Peppol messages directly over the network, without relying on third parties. For customers, this typically results in faster e-invoice processing, fewer errors, increased reliability, shorter support lines, and lower costs by eliminating external service providers.

Peppol certified provider

ℹ️
A certified Peppol Service Provider is recognized by Open Peppol as a trusted access point to the PEPPOL network, meaning the provider meets all technical, security, and interoperability requirements for sending and receiving e-invoices and other business documents.

ISO27001

ℹ️
ISO27001 means that an organization works according to an international standard for information security through an Information Security Management System (ISMS), which manages risks and continuously improves data security.

GDPR-Compliant

ℹ️
GDPR compliance means that an organization complies with the European privacy law (AVG) by processing personal data safely, transparently and lawfully. Important requirements are consent, data minimization, security and respect for user rights such as access and deletion.

PDP accredited (France)

ℹ️
In France, there are "Partner Dematerialisation Platforms" (PDPs), which are certified services that assist businesses with electronic invoicing. These government-validated platforms can facilitate the sending and management of invoices, including their transmission to the official portal. PDPs play a key role in ensuring compliance with e-invoicing requirements in France.

Peppol.now Analysis

ClearTax stands out because it does not treat Peppol as a separate channel, but as one of many e-invoicing mandates that run through the same integration. For enterprises that use Peppol in Europe while also facing clearance models in the Middle East or Asia – such as ZATCA in Saudi Arabia, IRP in India or KSeF in Poland – that is a real advantage: one connection to the ERP instead of a patchwork of local providers.

The combination of a registration as Peppol Access Point, Plateforme Agréée status in France and approvals in the Gulf region makes ClearTax relevant for multinationals that want to cover the French reform and the EU ViDA plans in one move. The emphasis on data sovereignty and independently audited security fits the requirements of large, regulated organisations.

Its scale and focus on enterprise integrations (SAP, Microsoft Dynamics, Oracle) do mean that ClearTax is less geared towards small organisations looking for a simple invoicing portal.

Best match

  • Ideal for: mid-sized and large enterprises and multinationals with several ERPs and entities that must meet both Peppol and clearance mandates in multiple countries.
  • Less suitable for: freelancers and small organisations with a limited invoice volume that mainly need a low-threshold, single-country solution.