8 workflow automations purpose-built on top of Vertex — no data leaves your system, no parallel tool for your team to learn.
AI monitors nexus thresholds, pulls transaction data from Avalara, prepares state-by-state returns, and logs filings with evidence — nexus risk is tracked in real time, not discovered at audit. Purpose-built for teams running Vertex — uses the native API or agent integration so nothing leaves the system of record.
AI identifies 1099-eligible vendors from Avalara, chases missing W-9s, prepares 1099-NEC and 1099-MISC filings, and submits to the IRS — January 31 becomes a non-event. Purpose-built for teams running Vertex — uses the native API or agent integration so nothing leaves the system of record.
AI drafts personalized status replies from the live matter state in Avalara, surfaces anything the client is blocking, and escalates tax-sensitive questions to a human — response time drops from hours to minutes. Purpose-built for teams running Vertex — uses the native API or agent integration so nothing leaves the system of record.
AI matches bank and card feeds to Avalara entries, auto-codes recurring transactions with learned rules, and surfaces only the true exceptions to the bookkeeper — close lands 5 days earlier. Purpose-built for teams running Vertex — uses the native API or agent integration so nothing leaves the system of record.
AI pulls bills from every channel, extracts line items, assigns GL codes using Indirect Tax patterns, routes approvals, and sends payment files to Avalara — processing cost per invoice drops from $15 to under $2. Purpose-built for teams running Vertex — uses the native API or agent integration so nothing leaves the system of record.
AI segments the AR aging, drafts personalized dunning emails by stage, logs promises-to-pay in Avalara, and flags accounts that need a human collections call — DSO drops 12–18 days. Purpose-built for teams running Vertex — uses the native API or agent integration so nothing leaves the system of record.
AI runs the close checklist, prompts owners for missing items, flags JE variances over threshold, and writes the close memo — close window compresses from 10 business days to 4. Purpose-built for teams running Vertex — uses the native API or agent integration so nothing leaves the system of record.
AI manages the PBC list, pulls each requested schedule from Avalara, answers auditor follow-ups from the workpapers, and logs every deliverable — audit fees drop and the controller gets their week back. Purpose-built for teams running Vertex — uses the native API or agent integration so nothing leaves the system of record.
We build custom AI workflows on top of Vertex for any repetitive process. Tell us what you'd automate.
