What UBPartner does

UBPartner is a French privately held software company (S.A.S., registered in Nanterre) founded in 2011 that specializes in XBRL (eXtensible Business Reporting Language) software and regulatory reporting expertise. The firm serves European banks, insurance undertakings, pension funds, listed companies, and national regulators, helping them comply with reporting mandates issued by EBA, EIOPA, ESMA, and national competent authorities (e.g., ACPR in France, MFSA in Malta).

The company's core technology stack centers on the XBRL Toolkit (XT) — installed by over 600 European banks and insurance firms — and the XBRL Processing Engine (XPE), which is certified by XBRL International for xBRL-CSV and xBRL-JSON Open Information Model formats. Around this core, UBPartner has built XT Cloud Service (a SaaS deployment launched in 2017), XT Database (SQL/BI-integrated reporting storage), XT Portal Collection System (multi-framework submission portals used by regulators), and a set of compliance solutions addressing DORA, Pillar 3 Data Hub, CSRD, ESEF, CRD4, Solvency II, ESG, Instant Payments, and CbCR. A recently introduced AI Financial Agent adds automated data extraction, KPI precomputation, peer analysis, and predictive dashboards. The XBRL Processing Engine is licensed from Donnelly Financial Solutions (DFIN/UBmatrix), on top of which UBPartner layers its own productization and regulatory domain expertise.

UBPartner monetizes through a mix of one-time XBRL Toolkit licenses, recurring XT Cloud Service subscriptions, XT Database subscriptions (on-premise or managed), and professional services for taxonomy updates and regulatory transitions. Go-to-market combines direct enterprise sales to large financial institutions with a channel ecosystem of system integrators (ConVista), software vendors (Effisoft, integrating UBPartner into its Assuretat suite), and actuarial consulting firms (Milliman, Valucor, Mazars, Actuelia). The company is also a participant in XBRL International working groups, providing feedback to EBA and ECB on Open Information Model capabilities through XBRL-Europe.

Name

UBPartner

Legal name

UBPartner S.A.S.

Website

https://ubpartner.com

Company type

Private

Founded year

2011

Operating status

Operating

Headcount range

11–50 employees

Short description

UBPartner is a French XBRL software specialist serving European banks, insurers, pension funds, listed companies, and regulators with certified filing tools, cloud services, and compliance solutions for EBA, EIOPA, ESMA, and other EU mandates.

Ownership category

akta.pro rank

Product category

Regulatory Compliance Software

NAICS

Computer Systems Design and Related Services (54151), Custom Computer Programming Services (541511), Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (518210)

SIC

Services-Prepackaged Software (7372), Services-Computer Integrated Systems Design (7373)

akta.pro primary industry

IT Governance, Risk & Compliance (IT GRC) Platforms (HDAEALAK)

akta.pro secondary industries

ESG Reporting, Disclosure & Regulatory Compliance (SFDR, EU Taxonomy, TCFD/ISSB) (FSAAALAK), Financial Planning & Analysis (FP&A) & BI (HDAEAMAG)

Keywords

• XBRL software
• Regulatory reporting
• Solvency II reporting
• ESEF iXBRL filing
• Tax reporting tools

Headquarters

HQ city

Asnières-sur-vègre

HQ country

France

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

1. XBRL Toolkit Software License: The XBRL Toolkit (XT) is licensed to financial institutions for installation and use in preparing XBRL regulatory reports. Used by over 600 European banks and insurance firms.
2. XT Cloud Service Subscription: SaaS subscription model providing web-based access to XBRL tools. Includes maintenance, updates, and support. Launched in January 2017 and widely adopted by smaller insurers and consulting firms.
3. XT Database: Database solution for storing and analyzing XBRL reports. Can be installed on-premise or managed in the cloud by UBPartner.
4. CbCR Software Solution: Country-by-Country Reporting software for automated tax transparency compliance. Includes data integration, XML generation, and submission workflow.
5. Professional Services: Consulting and implementation services for regulatory reporting projects. Partners and customers receive support for taxonomy updates and framework transitions.

Pricing tiers

Go-to-market motion2 records

Distribution channels5 records

Marketing channels6 records

Core offering

UBPartner develops, licenses, and supports XBRL software products and SaaS services that help European banks, insurance undertakings, pension funds, listed companies, and regulators produce, validate, file, and analyze regulatory reports in XBRL and inline XBRL (iXBRL) formats. Its offering is built around the XT Platform (XBRL Toolkit, XT Cloud Service, XT Database, and XT Portal Collection System), powered by a fully certified XBRL Processing Engine (XPE), and extends into specialized compliance solutions for Solvency II, CRD4, ESEF, ESG, DORA, Pillar 3, CSRD, and Country-by-Country Reporting, plus the AI Financial Agent for automated financial data extraction and analysis.

Product overview

UBPartner is an expert XBRL technology provider offering a unified product portfolio centered on the XBRL Toolkit (XT). The core offering consists of the XT platform components: XBRL Toolkit (XT) as the primary software package, XT Cloud Service as the SaaS deployment option, XT Database for data storage and BI integration, XT Portal Collection System for regulator collection, and XBRL Processing Engine (XPE) as the certified processing engine. The portfolio extends with the AI Financial Agent for automated financial analysis, IFRS Tag Manager for tag management, and specialized compliance solutions for DORA, Pillar 3 Data Hub, CSRD, ESEF, CRD4, Solvency II, ESG, Instant Payments, and CbCR reporting. The XT is used by over 600 European banks and insurance firms, with XPE being XBRL International certified for xBRL-CSV and xBRL-JSON formats.

Differentiator

Problem solved

Functional benefit

Products and services

• XBRL Toolkit (XT) Complete on-premise XBRL software toolkit providing all the XBRL tools needed for regulatory reporting, including conversion, validation, rendering, and taxonomy management. Used by over 600 European banks and insurance firms and as the basis for several European regulators' collection systems.
• XT Cloud Service SaaS web application containing all the features of UBPartner's XBRL Tools. Supports multiple submissions and taxonomy sets, secure access permissions, and serves as a centralized platform for XBRL reporting needs without requiring local installation.
• XT Database Database solution that stores and enables SQL-based analysis of XBRL reports, with integration to standard BI tools (Power BI, Qlik, Tableau) for risk dashboards and ORSA reporting. Available on-premise or managed in the cloud by UBPartner.
• XT Portal Collection System Multi-framework portal-based XBRL collection solution delivering high-volume, high-performance report ingestion, validation, and processing. Can be customized for specific regulator requirements and forms the basis for several European regulatory collection systems.
• XBRL Processing Engine (XPE) Fully certified XBRL Processing Engine providing XBRL-XML, xBRL-CSV, and xBRL-JSON processing. Certified compliant with both xBRL-CSV and xBRL-JSON Open Information Model specifications by XBRL International. Underpins the broader UBPartner XT Platform.
• AI Financial Agent AI-powered solution that automates financial data extraction from XBRL, APIs, reports, and XML; precomputes KPIs, ratios, and analytical indicators; and provides dynamic dashboards with peer analysis and predictive data points for regulatory and management reporting.
• CbCR Software Country-by-Country Reporting software for multinational groups subject to BEPS Action 13. Provides automated data integration, OECD-compliant XML generation, built-in validation rules, and secure submission workflows, reducing preparation time by up to 50% and strengthening audit defensibility.
• IFRS Tag Manager Tool for managing IFRS tags in financial reports, supporting ESEF reporting requirements for European listed companies required to file annual financial reports in iXBRL.
• XBRL Taxonomy Tools Tools for creating, mapping, and maintaining XBRL taxonomies used in regulatory reporting frameworks, including the Taxonomy Management Interface (TMI) component of the UBPartner platform.

Quantifiable outcome

• XBRL Toolkit (XT) used by over 600 European banks and insurance firms
• +3 more outcomes

Named customers10 records

Segments5 records

Ideal customer profiles5 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration6 records

AI capability6 records

Feature6 records

Partnerships

Nine partnerships are on record, tiered core and minor.

• ConVistacoreImplementation/ SI/ Consulting PartnerConVista integrated UBPartner's XBRL tools into their SolVentos system, an Excel add-in integrated with SAP BW reporting frontend. This partnership enables ConVista's customers to prepare and submit Solvency II XBRL reports through a familiar interface.
• ValucorcoreImplementation/ SI/ Consulting PartnerValucor, an actuarial consulting firm in Switzerland and Liechtenstein, uses UBPartner's XT Cloud Service and XT Database to provide Solvency II reporting and ORSA dashboard services to insurance companies and pension funds.
• MillimancoreImplementation/ SI/ Consulting PartnerMilliman integrates UBPartner's XBRL tools into their range of solutions for insurance customers. The combination of Milliman's actuarial expertise and UBPartner's XBRL technology provides complete Solvency II reporting solutions.
• EffisoftcoreImplementation/ SI/ Consulting PartnerEffisoft selected UBPartner for their knowledge of XBRL and Solvency II requirements. UBPartner products were integrated within Effisoft's Assuretat suite, saving development time and enabling timely ACPR submissions for customers.
• ActueliacoreImplementation/ SI/ Consulting PartnerActuelia moved to UBPartner's XT Cloud Service for Solvency II reporting. The web-based platform allows consultants to work alongside clients producing reports while UBPartner manages the technical platform.
• MazarscoreImplementation/ SI/ Consulting PartnerMazars, an international advisory firm, uses UBPartner's software for easy-to-use Solvency II reporting. UBPartner fitted well with their customer requirements for straightforward software.
• Donnelly Financial Solutions (DFIN)coreTechnology or IntegrationUBPartner uses the UBmatrix XBRL Processing Engine (XPE), which is a trademark of Donnelly Financial Solutions (DFIN). UBPartner has integrated this certified XBRL processor into their technology stack.
• XBRL InternationalcoreStrategic or Co-development PartnerUBPartner is an active member of XBRL International working groups, including the OIM working group. Their XPE is XBRL International certified for xBRL-CSV and xBRL-JSON specifications. UBPartner provides feedback to EBA and ECB on OIM capabilities through XBRL-Europe.
• Ginini AntipodeminorImplementation/ SI/ Consulting PartnerGinini Antipode, an IFRS consulting firm, uses UBPartner's ESEF reporting solutions. The partnership enabled specification of functionality needed in ESEF solutions.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Ideagen: Provider of GRC, regulatory and risk management software with strong penetration in regulated financial services; overlaps with UBPartner's compliance/risk dashboard and audit workflow offerings.
• Workiva: Public SaaS platform for SEC, ESEF and ESG/sustainability reporting with native XBRL tagging and integrated GRC/disclosure workflows. Direct competitor to UBPartner in iXBRL/ESEF and ESG reporting for European listed companies and large institutions.
• Trintech: Financial close, controls and compliance platform used by banks and corporates; competes for budget and mindshare for regulatory reporting and audit/compliance workflows adjacent to UBPartner's Solvency II/CRD IV offerings.
• IRIS Software Group: UK accounting and compliance software vendor with an XBRL/regulatory reporting practice (IRIS Regulatory Reporting). Similar customer profile of accounting firms and regulated entities producing XBRL returns.
• CoreFiling: UK-based XBRL technology vendor providing taxonomy tools, validators and filing engines used by regulators and preparers. Closest like-for-like peer to UBPartner in pure-play XBRL software.
• Donnelly Financial Solutions (DFIN): Provider of SEC and XBRL filing software and owner of the UBmatrix XBRL Processing Engine licensed to UBPartner. Overlaps directly in XBRL tools, validation services and regulator filing solutions.
• Toppan (Toppan Digital Contents): Provides managed XBRL/iXBRL filing services and tagging tools for SEC, HMRC and other regulator programs. Competes with UBPartner for outsourced XBRL preparation services.

Regional players

• BearingPoint: European-headquartered management/technology consultancy with a dedicated RegTech and XBRL practice serving EU banks, supervisors and pan-European supervisory technology programs.

Broad incumbents

• Wolters Kluwer (OneSumX / Tagetik): Large vendor offering OneSumX for regulatory reporting (Basel/IFRS9) and Tagetik for CPM/regulatory disclosures. Overlaps with UBPartner in bank regulatory reporting and integrated compliance technology.
• Fujitsu: Global systems integrator with documented XBRL expertise and regulator-grade filing solutions across Europe and Asia. Competes for large regulator and tier-1 bank XBRL contracts.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/ubpartner
• Xx.com/ubpartner

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about UBPartner