Multi-State Sales Tax Filing for SaaS Controllers with Maxio
The Problem
Tracking nexus across 30+ states for SaaS Finance clients and filing the right return on the right cadence is a full-time job — and one missed Wayfair threshold triggers back-taxes and penalties.
What We Build in Maxio
AI monitors nexus thresholds, pulls transaction data from NetSuite, 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 Maxio — uses the native API or agent integration so nothing leaves the system of record.
Maxio Integration Approach
Audit your Maxio configuration
We map the specific Maxio objects, custom fields, and workflows the automation needs to touch for your saas finance practice.
Build on the Maxio API or agent
Integration happens inside Maxio — 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 Maxio with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Maxio instance
30-minute call. We'll look at your actual Maxio setup and show exactly how this workflow fits.