Audit PBC List Management for Sales Tax Analysts with Avalara
The Problem
Audit season means a 200-line PBC list, endless auditor follow-ups, and the controller acting as a courier between Indirect Tax operators and the audit team.
What We Build in Avalara
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. Purpose-built for teams running Avalara — uses the native API or agent integration so nothing leaves the system of record.
Avalara Integration Approach
Audit your Avalara configuration
We map the specific Avalara objects, custom fields, and workflows the automation needs to touch for your indirect tax practice.
Build on the Avalara API or agent
Integration happens inside Avalara — 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 Avalara with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Avalara instance
30-minute call. We'll look at your actual Avalara setup and show exactly how this workflow fits.