Custom AI workflows built specifically for indirect tax: deep integrations with the Avalara stack, accounting & tax-grade privacy, and workflows that pay back in weeks, not years.
AI monitors nexus thresholds, pulls transaction data from Avalara, prepares state-by-state returns, and logs filings with evidence — nexus risk is tracked in real time, not discovered at audit.
AI identifies 1099-eligible vendors from Avalara, chases missing W-9s, prepares 1099-NEC and 1099-MISC filings, and submits to the IRS — January 31 becomes a non-event.
AI drafts personalized status replies from the live matter state in Avalara, surfaces anything the client is blocking, and escalates tax-sensitive questions to a human — response time drops from hours to minutes.
AI matches bank and card feeds to Avalara entries, auto-codes recurring transactions with learned rules, and surfaces only the true exceptions to the bookkeeper — close lands 5 days earlier.
AI pulls bills from every channel, extracts line items, assigns GL codes using Indirect Tax patterns, routes approvals, and sends payment files to Avalara — processing cost per invoice drops from $15 to under $2.
AI segments the AR aging, drafts personalized dunning emails by stage, logs promises-to-pay in Avalara, and flags accounts that need a human collections call — DSO drops 12–18 days.
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.
AI manages the PBC list, pulls each requested schedule from Avalara, answers auditor follow-ups from the workpapers, and logs every deliverable — audit fees drop and the controller gets their week back.
The workflows above are starting points. Every indirect tax operation runs differently — we build what you actually need.
