Multi-State Sales Tax Filing for Fractional CFOs with Jirav
The Problem
Tracking nexus across 30+ states for Outsourced Finance clients and filing the right return on the right cadence is a full-time job — and one missed Wayfair threshold triggers back-taxes and penalties.
What We Build in Jirav
AI monitors nexus thresholds, pulls transaction data from QuickBooks Online, prepares state-by-state returns, and logs filings with evidence — nexus risk is tracked in real time, not discovered at audit. Purpose-built for teams running Jirav — uses the native API or agent integration so nothing leaves the system of record.
Jirav Integration Approach
Audit your Jirav configuration
We map the specific Jirav objects, custom fields, and workflows the automation needs to touch for your outsourced finance practice.
Build on the Jirav API or agent
Integration happens inside Jirav — 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 Jirav with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Jirav instance
30-minute call. We'll look at your actual Jirav setup and show exactly how this workflow fits.