Budget vs. Actuals Review for International Tax Specialists with ONESOURCE
The Problem
Monthly Cross-Border Tax BvA review is a ritual: open 12 tabs in ONESOURCE, copy into Excel, highlight variances, guess at causes.
What We Build in ONESOURCE
AI builds the BvA view directly from ONESOURCE, traces each over-threshold variance to the GL line and transaction, and drafts commentary — the meeting starts at 'what do we do' not 'what happened.' Purpose-built for teams running ONESOURCE — uses the native API or agent integration so nothing leaves the system of record.
ONESOURCE Integration Approach
Audit your ONESOURCE configuration
We map the specific ONESOURCE objects, custom fields, and workflows the automation needs to touch for your cross-border tax practice.
Build on the ONESOURCE API or agent
Integration happens inside ONESOURCE — 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 ONESOURCE with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your ONESOURCE instance
30-minute call. We'll look at your actual ONESOURCE setup and show exactly how this workflow fits.