Vertex, Inc. provides enterprise tax and compliance technology for organizations that need to manage indirect tax across complex global commerce environments. Its platform is built to automate tax determination, e-invoicing, compliance reporting, and tax data workflows across transactions, systems, and jurisdictions, helping businesses keep tax processes aligned with day-to-day operations.
Vertex, Inc. focuses on reducing manual effort and improving control for tax, finance, and IT teams responsible for indirect tax. It supports VAT, GST, sales and use tax, invoice compliance, and digital reporting requirements through connected applications, governed tax data, and flexible deployment models. Vertex, Inc. positions continuous compliance as an operational capability that can scale across multi-ERP, omnichannel, and cross-border business operations.
Offerings, Capabilities, and Integrations
Vertex, Inc. delivers capabilities spanning real-time indirect tax calculation, e-invoicing orchestration, compliance reporting, invoice and tax ID validation, tax data quality controls, and audit-ready record management. Its architecture is designed to create a governed source of tax data that can be applied consistently across sales, procurement, billing, and reporting processes.
Integration is a core part of the offering. Vertex, Inc. supports deployment across cloud, on-premise, and hybrid environments and connects into major ERP, CRM, procurement, marketplace, and e-commerce systems. Its ecosystem spans platforms such as SAP, Oracle, Microsoft, Workday, NetSuite, Salesforce, Shopify, Adobe Commerce, BigCommerce, Coupa, and Mirakl, enabling customers to embed tax logic into existing operational workflows rather than manage it in a silo.
Products and Services
- Vertex Cloud: Connected cloud platform that brings together tax determination, e-invoicing, compliance reporting, and governed tax data across enterprise systems and jurisdictions.
- Vertex O Series: Indirect tax engine that automates and centralizes sales, use, and value-added tax determination with broad enterprise integrations and flexible deployment options.
- Vertex Accelerator+ for SAP ERP: SAP-embedded tax configuration and management layer for SAP ECC and SAP S/4HANA that works with Vertex O Series to map tax data, orchestrate VAT logic, validate outcomes, and improve reporting.
- Vertex e-Invoicing: Global e-invoicing compliance solution that supports invoice validation, clearance, submission, and regulatory reporting across jurisdictions and tax authority networks.
- Vertex VAT Compliance: Cloud-based multi-country VAT/GST reporting and filing solution with workflow tools, deadline tracking, return generation, and support for recurring compliance obligations.
- Vertex Data Integrity: Cloud-based tax data validation, analysis, and transformation solution designed to improve data quality for indirect tax compliance and reporting.
- Vertex Validator: API-based solution for validating business tax IDs to support VAT/GST compliance, onboarding controls, and audit readiness.
- Vertex Invoice IQ: API-based invoicing solution that generates tax-compliant invoices for digital services and marketplace transactions with support for country-specific localization requirements.
- Vertex for e-Commerce: API-based e-commerce tax solution that automates VAT/GST and U.S. sales tax calculation, customer location determination, reporting, and related compliance workflows for online sales.
- Vertex for Marketplaces: API suite for marketplace operators that automates tax, invoicing, and liability handling for VAT/GST and marketplace compliance requirements.
- Vertex Certificate Center: Cloud-based exemption certificate management software for storing, tracking, renewing, and auditing sales and use tax exemption certificates.
- Vertex Accelerator for Oracle Cloud ERP: Oracle-focused integration solution that automates setup and streamlines ongoing tax engine configuration and transaction data flow management for Oracle Cloud ERP environments.
- Vertex O Series Edge: Edge deployment option for local tax calculation with centralized management to improve availability, performance, and control in distributed environments.
- Vertex Copilot: AI-powered assistant embedded in Vertex workflows to help users access product guidance, support onboarding, and complete tasks more efficiently.
Target Customers
Vertex, Inc. primarily serves global enterprises and upper mid-market organizations with complex indirect tax obligations, especially those operating across multiple countries, legal entities, business units, and sales channels. It is designed for companies that need tighter control over VAT, GST, sales and use tax, invoicing, and compliance reporting.
The company targets tax, finance, and IT teams that need tax automation embedded into enterprise workflows. Its customer base spans organizations running major business platforms such as SAP, Oracle, Microsoft, and Workday, as well as e-commerce merchants and marketplace operators. Vertex, Inc. is particularly relevant for sectors such as retail, manufacturing, technology, communications, energy, wholesale, professional services, and other businesses managing high transaction volumes and cross-border complexity.
Cloud Integrations and Marketplace
- Azure Marketplace: Vertex O Series Cloud is available through Azure Marketplace, giving customers a Microsoft-aligned deployment option for indirect tax automation.
- Oracle Marketplace: Vertex O Series Tax Engine and the Vertex Indirect Tax Accelerator for Oracle ERP offerings are available on Oracle Marketplace and can be deployed on Oracle Cloud Infrastructure.
Key People
- Chris Young: President, Chief Executive Officer and Director
- David DeStefano: Chairperson of the Board
- John Schwab: Chief Financial Officer
- Sal Visca: Chief Technology Officer
- Aneel Jaeel: Chief Operations Officer
- Chris Jones: Chief Commercial Officer
- Chirag Patel: Chief Strategy Officer
- Allison Cerra: Chief Marketing Officer
- Bryan Rowland: Senior Vice President & General Counsel
- Ryan Leib: Chief Accounting Officer
- Uwe Sydon: Senior Vice President, Product Management
Key Facts
- Headquarters: King of Prussia, Pennsylvania, United States
- Employees: Over 2,100
- Annual Revenue: $748.4M
- Parent Company: None
- Subsidiaries: Includes ecosio GmbH, Systax Sistemas Fiscais LTDA, and Brinta through Finta Inc. and its subsidiaries.
- Publicly Listed: NASDAQ: VERX
Analyst Recognitions
- IDC: Leader in IDC MarketScape: Worldwide SaaS and Cloud-Enabled SaaS Sales and Use Tax Automation Software for Enterprise 2024 Vendor Assessment. Leader in IDC MarketScape: Worldwide Value-Added Tax Management Applications 2024 Vendor Assessment. Leader in IDC MarketScape: Worldwide SaaS and Cloud-Enabled SaaS Sales and Use Tax Automation Software for Small and Midmarket 2024 Vendor Assessment.
