Software vendor
Vertex
Vertex, a public US indirect tax software company, embeds AI agents in Vertex Cloud for tax configuration, product mapping and rule creation.
Function
- Ownership
- PublicSourcesVertex, Inc. Annual Report on Form 10-K for the fiscal year ended December 31, 2025SEC EDGAR submissions index for Avalara, Vertex, Zuora and Thomson Reuters
SEC registrant filing Forms 10-K and 10-Q; describes itself as a controlled company under Nasdaq rules because its principal stockholders hold a majority of voting power.
- Headquarters
- United StatesSourceVertex, Inc. Annual Report on Form 10-K for the fiscal year ended December 31, 2025
- SEC reporting
- YesSourceSEC EDGAR submissions index for Avalara, Vertex, Zuora and Thomson Reuters
- Audit firm
- No
- Subprocessor list
- SourceVertex Trust Center
- Contract terms
- Not stated
Offering · Software
Vertex Cloud indirect tax platform with Vertex AI agents
Vertex sells indirect tax software, and its Form 10-K for 2025 says it derives a substantial portion of its revenue from subscriptions to its indirect tax software and that its customers include the majority of the Fortune 500. SourceVertex, Inc. Annual Report on Form 10-K for the fiscal year ended December 31, 2025
Vertex says AI-powered automation inside the Vertex Cloud platform supports tax determination, e-invoicing, compliance reporting and file-and-pay workflows. SourcePut AI to work for global tax compliance (Vertex AI overview)
Its AI page names configuration, product mapping, ERP and workflow, and text-to-tax agents. SourcePut AI to work for global tax compliance (Vertex AI overview)
The 10-K also records the purchase of tax AI capabilities from Ryan, LLC in 2024 and a minority investment in Kintsugi in 2025. SourceVertex, Inc. Annual Report on Form 10-K for the fiscal year ended December 31, 2025
Where it fits
CoE analysis Tax determination and indirect tax compliance for large enterprises that run Vertex alongside their ERP.
CoE analysis Vertex's own risk factor on the quality of generative AI output makes review of agent-created tax rules and classifications a control question. SourceVertex, Inc. Annual Report on Form 10-K for the fiscal year ended December 31, 2025
What it does
- Offering type
- SoftwareSourcePut AI to work for global tax compliance (Vertex AI overview)
- Workflow areas
- TaxSourcePut AI to work for global tax compliance (Vertex AI overview)
- Customer size
- Not stated
AI
- Kind of AI
- SourcesPut AI to work for global tax compliance (Vertex AI overview)Vertex, Inc. Annual Report on Form 10-K for the fiscal year ended December 31, 2025
- Built into the platform
- Agents and automated actions
- Established machine learning and rules
- Suggests or acts
- Suggests and actsSourcesVertex, Inc. Annual Report on Form 10-K for the fiscal year ended December 31, 2025Put AI to work for global tax compliance (Vertex AI overview)
- Availability
- Not stated
The AI page carries no availability labels; the Form 10-K for 2025 says Smart Categorization launched in 2025.
- Models named
- Not stated
Control
- Who controls it
- Not stated
Not stated in the sources read. Vertex builds and embeds the agents, but no source read says who can change their prompts, configuration or behavior, in Vertex or in the customer's organization.
Commercial
- Pricing model
- Not stated
- Public price
- Not stated
Evidence
- Independent outcomes
- None found in the sources read.
- Sources read
- Vendor-stated 6
- Independent market evidence 4
- Independently verified outcomes None read
- Pricing None read
- Known limitations 1
- Coverage
- Directory record
- Last verified
Security and control
- Single sign-on
- Not covered in this record
- User provisioning
- Not covered in this record
- Role-based access
- Not covered in this record
- Administrator controls for AI
- Not covered in this record
- Audit logs
- Not covered in this record
- Certifications
- Not covered in this record
- Data retention
- Not covered in this record
- Data residency
- Not covered in this record
- Training on customer data
- Not covered in this record
AI features
As the vendor or firm describes them. Notes in small print record what the sources leave open.
Configuration agent
Identifies potential impacts of tax content changes to protect transaction-level accuracy.
- Kind
- Agents and automated actions
- Suggests or acts
- Suggests
- Who controls it
- Not stated
- Availability
- Not stated
Control: Not stated in the sources read.
SourcesPut AI to work for global tax compliance (Vertex AI overview)Vertex, Inc. Annual Report on Form 10-K for the fiscal year ended December 31, 2025Product mapping agent
Applies product tax classifications consistently across jurisdictions.
- Kind
- Agents and automated actions
- Suggests or acts
- Not stated
- Who controls it
- Not stated
- Availability
- Not stated
Control: Not stated in the sources read.
SourcePut AI to work for global tax compliance (Vertex AI overview)ERP and Workflow agents
Detect transaction patterns and streamline reconciliation across enterprise workflows.
- Kind
- Agents and automated actions
- Suggests or acts
- Not stated
- Who controls it
- Not stated
- Availability
- Not stated
Control: Not stated in the sources read.
SourcePut AI to work for global tax compliance (Vertex AI overview)Text-to-tax agent
Creates tax rules from natural language.
- Kind
- Agents and automated actions, Built into the platform
- Suggests or acts
- Not stated
- Who controls it
- Not stated
- Availability
- Not stated
Control: Not stated in the sources read.
SourcesPut AI to work for global tax compliance (Vertex AI overview)Vertex, Inc. Annual Report on Form 10-K for the fiscal year ended December 31, 2025Intelligent assistance
In-app AI guidance that helps teams apply compliance decisions within their workflows.
- Kind
- Built into the platform
- Suggests or acts
- Suggests
- Who controls it
- Not stated
- Availability
- Not stated
Control: Not stated in the sources read.
SourcesPut AI to work for global tax compliance (Vertex AI overview)Vertex, Inc. Annual Report on Form 10-K for the fiscal year ended December 31, 2025Smart Categorization
Maps product SKUs to tax categories by learning from historical classification patterns.
- Kind
- Established machine learning and rules
- Suggests or acts
- Not stated
- Who controls it
- Not stated
- Availability
- Generally available
Control: Not stated in the sources read.
SourceVertex, Inc. Annual Report on Form 10-K for the fiscal year ended December 31, 2025
Questions to ask
For this offering
- Which Vertex AI agents are in our edition today, which are in preview, and which are separately priced?
- When the Text-to-tax or Product mapping agent creates a rule or classification, does it take effect immediately or wait for approval, and how is that change logged?
- Which model providers process our transaction or product data, given that the trust center's subprocessor list names none, and will Vertex share the trust center's AI answers before contract?
- Is our data used to train Vertex models, including Smart Categorization, and is that commitment in the contract?
- Does Vertex's SOC report cover the AI agents and the tax rules they create?
From the diligence question set
- DQ-04 Which AI features are in the modules and edition we license, or would license, and is each generally available, in preview or beta, a paid add-on, or limited by edition or region?
- DQ-06 Does each feature suggest or act? Can it create, post, approve or change records, and where is that limit enforced?
- DQ-07 Who can change each feature's configuration, prompts, thresholds, data connections or model: your company, our administrators or individual users? Can we restrict and log those changes?
- DQ-09 Is each output generative or deterministic, what does any confidence score mean, and can a past output be reproduced and explained?
- DQ-16 Is our data, including inputs, outputs, documents and corrections, used to train or improve any model, yours or a third party's? Is that off by default, and is the commitment in the contract?
- DQ-19 How are the AI features priced: included in the subscription, sold as an add-on or higher tier, or metered by use? What is the billing unit?