Eligible Expenditure Analyzer

Clearly separate Turnover / Capital Expenditures / Operating Expenditures into “eligible–aligned” categories with Eligible Expenditure Analyzer.
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Carbonance
Overview
What is the Eligible Expenditure Analyzer?

Not every investment is “green”—but some expenditures can measurably contribute to taxonomy alignment. Eligible Expenditure Analyzer is an eligibility analysis engine that automatically classifies your financial data under EU / TR Taxonomy eligible expenditure categories (CapEx, OpEx, Turnover). (

This module makes visible the degree to which your activities contribute to environmental objectives and helps your company or financial institution meet green finance thresholds. Required data for GAR, BTAR, and other ESG disclosures is generated in a single panel.

How the Process Works?
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Data Input and Expenditure Matching

Data Input and Expenditure Matching

You can upload CapEx, OpEx, and Turnover data manually or transfer it automatically via ERP/SAP integrations. The system matches each expenditure line item to the correct activity.

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Eligibility Screening

Eligibility Screening

Each expenditure line item is screened and classified against the EU Taxonomy’s eligible expenditure lists.

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Evidence Collection and Verification

Evidence Collection and Verification

For items identified as eligible, the module requests DNSH and Substantial Contribution evidence. Gaps are flagged, and required documents for audit are collected.

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Eligibility Ratio Calculation

Eligibility Ratio Calculation

Eligible shares within total CapEx/OpEx/Turnover are calculated automatically. The system also labels expenditure items as eligible, aligned, or excluded.

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Reporting & ComplianceIQ Integration

Reporting & ComplianceIQ Integration

Calculated eligibility ratios are transferred to the ComplianceIQ™ panel in the appropriate format for bank sustainability reporting (GAR / BTAR) and other ESG disclosures.

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What Value Does It Deliver?
Makes your CapEx, OpEx, and Turnover data taxonomy-ready

Expenditure line items are automatically classified and eligibility levels are determined.

Clearly identify green and eligible expenditures

Easily see which items contribute to environmental objectives.

Automatically calculates eligibility percentages (CapEx/OpEx/Turnover)

Completes complex calculations with a single click.

Provides direct inputs for company and bank reporting

Produces a clean, verifiable eligibility output aligned with GAR, BTAR, TAR, and ESRS requirements.

Frequently Asked Questions
Which financial data does this module analyze?

CapEx, OpEx, and Turnover data are compared against the EU Taxonomy’s eligible expenditure lists and classified automatically.

Is eligible expenditure identification done manually?

No. Expenditure items are matched automatically by the system and separated as eligible / not eligible.

Are DNSH and Substantial Contribution documents mandatory?

Yes. For an expenditure to be considered aligned, DNSH and contribution evidence must be uploaded.

Which reports can I use the calculated ratios in?

They can be used in GAR, BTAR, TAR, ESRS E1–E2, sustainability reports, green loan applications, and taxonomy disclosures.

How do banks use this module?

Banks calculate the eligible share and aligned share from borrowers’ expenditure items to determine the green asset ratio within their portfolios.

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