Transaction Anomaly & Fraud Flagging for Sales Tax Analysts with Vertex
The Problem
Forensic and controller teams only spot Indirect Tax fraud during annual review — and by then the pattern has compounded over 10 months of undetected leakage.
What We Build in Vertex
AI monitors Avalara transactions in real time for duplicate payments, split invoices, ghost vendors, and round-dollar patterns — flagging anomalies within 24 hours instead of 10 months. 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.