Audit PBC List Management for Sales Tax Analysts with Vertex
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 Vertex
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 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.