Month-End Close Checklist for Sales Tax Analysts with Vertex
The Problem
Every Indirect Tax month-end runs on a checklist in Avalara that lives in someone's head — and when that person is out, close slips and reviewers have no visibility into what's done vs. waiting.
What We Build in Vertex
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.
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.