Bill Capture & AP Processing for Sales Tax Analysts with Vertex
The Problem
Invoices arrive via email, PDF, mail, and vendor portals — Sales Tax Analysts re-key them into Avalara, chase GL codes and approvers, and still end up with duplicates and late fees.
What We Build in Vertex
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.
Vertex Integration Approach
Audit your Vertex configuration
We map the specific Vertex objects, custom fields, and workflows the automation needs to touch for your indirect tax practice.
Build on the Vertex API or agent
Integration happens inside Vertex — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in Vertex with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Vertex instance
30-minute call. We'll look at your actual Vertex setup and show exactly how this workflow fits.