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Vertex is an indirect tax and compliance platform that connects tax determination, e-invoicing, reporting, filing, and audit defense into one continuous workflow it calls Decision-to-Defense. It embeds AI agents directly into ERP and enterprise systems such as SAP, Oracle, and Microsoft to automate tax research, classification, anomaly detection, and natural-language rule creation, while keeping tax teams in control through governed, auditable workflows. Vertex has operated since 1978 and states it serves more than 60% of the Fortune 500 across 195+ countries and territories.

Control indirect tax and compliance from Decision-to-Defense

Key features

  • Tax determination, real-time calculation across 20,000+ jurisdictions
  • Tax compliance and reporting, automated global filing workflows
  • e-Invoicing, global mandate and live reporting support
  • Configuration agent, flags impacts from tax content changes
  • Product mapping agent, consistent product tax classification across jurisdictions
  • ERP and workflow agents, detects transaction patterns and streamlines reconciliation
  • Text-to-tax agent, creates tax rules using natural language
  • Exemption certificate management, centralized to reduce audit risk

Strengths

  • Over 45 years of domain-specific tax expertise, over 60% of the Fortune 500 as customers
  • Deep native integrations with major enterprise ERPs
  • Governed, auditable AI agents built for regulated compliance environments
  • Publicly disclosed compliance posture via its own Trust Center

Best for

  • Large enterprises with complex, multi-entity global tax obligations
  • Companies running SAP, Oracle, or Microsoft Dynamics needing native tax automation
  • Tax and finance teams needing audit-ready, governed AI
  • Organizations navigating global e-invoicing mandates across many countries

Integrations

  • SAP (native, deep, system)
  • Oracle (native, deep, system)
  • Microsoft Dynamics 365 (native, deep, system)
  • Workday (native, deep, system)
  • NetSuite (native, deep, system)
  • Salesforce (native, deep, system)
  • Shopify (native, basic, system)

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