Vertex
by Vertex, Inc. · Tax Compliance
Enterprise tax determination for sales, use and VAT compliance.
- Works with
- SAP, Oracle, NetSuite, Microsoft Dynamics 365, Workday, Other
- Deployment
- Cloud, On-premise
- Company size
- Mid-market, Enterprise
- Pricing
- Quote-based
- Founded
- 1978
- Headquarters
- King of Prussia, United States
Overview
Vertex is an enterprise-focused indirect tax technology company that provides a centralized, rules-based tax engine for calculating sales, use and value-added taxes in real time within ERP, billing, procurement and commerce systems. Its flagship O Series engine determines tax at the transaction level by applying jurisdiction rules, rates and taxability logic, and is complemented by returns, compliance, data management and exemption certificate products.
The company is known for deep, certified integrations with large ERP platforms, particularly SAP and Oracle, including accelerators that embed tax determination into S/4HANA and Oracle Cloud workflows. Vertex maintains its own tax research content and supports both US sales and use tax and global VAT/GST determination across nearly 200 jurisdictions.
Founded in 1978 by Ray Westphal and headquartered in King of Prussia, Pennsylvania, Vertex went public on Nasdaq (VERX) in 2020. It employs over a thousand professionals and primarily serves mid-market and large enterprises with complex, high-volume transaction environments.
Screenshots & demo
Demo video from the vendor's YouTube channel.
Features & capabilities
Tax Determination Engine (O Series)
Centralized, rules-based real-time tax calculation.
- Real-time sales, use and VAT determination at line level
- Jurisdiction, product and customer-specific taxability rules
- Coverage across nearly 200 global jurisdictions
- AR and AP (purchase-side) tax determination
- Configurable tax rules and custom logic
- Cloud and on-premise deployment options
ERP & Commerce Integrations
Certified connectors and accelerators for major platforms.
- Certified integration for SAP ERP and S/4HANA
- Indirect Tax Accelerator+ for SAP
- Oracle Cloud and Oracle Marketplace deployment
- Connectors for NetSuite, Microsoft and Workday
- Chain Flow Accelerator for complex supply-chain transactions
Returns & Compliance
Indirect tax return preparation and filing.
- Sales and use tax returns preparation
- Signature-ready returns and e-filing
- Returns outsourcing services
- Reconciliation and reporting
Global VAT & E-Invoicing
VAT determination and electronic invoicing compliance.
- VAT/GST determination across global jurisdictions
- E-invoicing and continuous transaction control support
- VAT compliance and reporting
Exemption Certificate Management
Manage and validate exemption documentation.
- Certificate collection, storage and validation
- Audit-ready certificate retrieval
- Linking certificates to transactions
Tax Data & Reporting
Centralize tax data for analytics and audit.
- Tax data management and warehousing
- Reporting and analytics across transactions
- Audit trail and support
Common use cases
- A large enterprise embedding tax determination directly in SAP S/4HANA
- An Oracle Cloud customer deploying a certified tax engine on Oracle Infrastructure
- A manufacturer calculating use tax on complex multi-leg supply chains
- A multinational unifying US sales tax and EU VAT determination on one engine
- A high-volume retailer needing line-level real-time calculation at scale
- A finance team outsourcing sales and use tax returns
- A procurement organization determining tax on AP/purchase transactions
- An enterprise managing exemption certificates across business units
Strengths & considerations
Strengths
- Deep, certified integrations and accelerators for SAP and Oracle enterprise ERPs
- Long-established proprietary tax research content (founded 1978)
- Supports both cloud and on-premise determination for enterprise control requirements
Considerations
- Oriented toward mid-market and enterprise; can be heavier than SMB-focused tools
- Returns, certificates and data management are separate modules from core determination
ERP integrations
Available via Oracle Marketplace, deployable on Oracle Cloud Infrastructure
API for custom and commerce systems
Pricing
Enterprise pricing tailored to transaction volume, jurisdictions and modules; not published. Get an independent shortlist with pricing guidance below.
Technical & security
- Hosting
- SaaS (multi-tenant) and on-premise
- Data residency
- US, EU
- Compliance
- SOC 1, SOC 2
- Mobile app
- No
- Languages
- English
About the vendor
- Founded
- 1978
- Headquarters
- King of Prussia, United States
- Employees
- ~1,500
- Ownership
- Public
Alternatives to Vertex in Tax Compliance
Vertex — frequently asked questions
What is Vertex O Series?
O Series is Vertex's tax determination engine that calculates sales, use and VAT in real time by applying jurisdiction rules and taxability logic within ERP and commerce systems. It can be deployed in the cloud or on-premise.
Does Vertex integrate with SAP and Oracle?
Yes. Vertex offers certified integrations and accelerators for SAP ERP and S/4HANA, and its O Series engine is available via Oracle Marketplace and deployable on Oracle Cloud Infrastructure.
Is Vertex publicly traded?
Yes. Vertex went public on Nasdaq under the ticker VERX in 2020. It was founded in 1978 and is headquartered in King of Prussia, Pennsylvania.
Does Vertex handle returns as well as calculation?
Yes. In addition to the determination engine, Vertex offers returns preparation, filing and outsourcing, plus exemption certificate management and tax data reporting as separate products.
Evaluating Tax Compliance?
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