InsightTax360 Logo
  • contact@verticalserve.com

Agentic AI-Powered 360° Tax Intelligence Platform

Autonomous AI agents that analyze every transaction, return, and entity across indirect tax, direct tax, and transfer pricing. Streaming narratives, predictive risk scoring, and CTC e-invoicing readiness in a single pane of glass.

Request Demo See How It Works

How InsightTax360 Works

From ERP connection to autonomous AI-powered tax intelligence

Connect ERP & Tax Systems

Connect to SAP, Oracle, Vertex, ONESOURCE, Avalara, and 30+ ERP and tax engines. Ingest transactions, returns, and entity data automatically.

AI Analysis & Risk Scoring

AI agents automatically analyze VAT anomalies, CTC exceptions, compliance gaps, and transfer pricing deviations with predictive risk scores.

360° Views & Workbenches

Every entity — transaction, invoice, VAT return, jurisdiction, audit case — rendered in a unified 360-degree view with KPIs and AI insights.

Autonomous AI Agents

Four specialized AI agents handle transaction intelligence, CTC exceptions, compliance analytics, and AP/AR fraud detection autonomously.

Complete Tax Domain Coverage

AI intelligence across every tax function with 21 unified 360-degree views

Indirect Tax (VAT/GST)

360-degree views for transactions, invoices, VAT returns, jurisdictions, suppliers, and customers with CTC e-invoicing readiness

Transaction 360 Invoice 360 VAT Return 360 Jurisdiction 360 CTC Clearance
Learn More

Direct Tax & Provisions

Entity-level tax intelligence with ETR tracking, provision analysis, assessment monitoring, and uncertain tax position management

Tax Entity 360 Tax Return 360 Provision 360 Assessment 360 ETR Analysis
Learn More

Transfer Pricing & Audit

Real-time arm's length monitoring, IC transaction analysis, benchmark studies, and AI-powered audit defense with evidence bundles

TP Arrangement 360 IC Transaction 360 Benchmark 360 Audit Case 360 Dispute 360
Explore Features

AI-Native Tax Intelligence

Capabilities that no incumbent tax engine has built natively

Autonomous AI Agents

Autonomous AI Agents

  • Transaction Intelligence: VAT anomaly & drift detection
  • CTC Exception Agent: auto-correction suggestions
  • Compliance Agent: trend analysis & risk heatmaps
  • AP/AR Agent: fraud signals & duplicate detection
Streaming AI Narratives

Streaming AI Narratives

  • Real-time VAT return narratives with SSE streaming
  • Variance analysis memos with recommendations
  • Audit defense strategies generated on demand
  • Executive-ready tax memos, not pivot tables
Predictive Risk & CTC Readiness

Predictive Risk & CTC Readiness

  • Continuous risk scoring on every entity & return
  • CTC pre-submission validation & clearance tracking
  • Cross-jurisdiction compliance heatmaps
  • Peer comparison benchmarks & trend evolution

Powerful Tax Intelligence Features

Enterprise-grade capabilities across compliance, planning, audit, and transfer pricing

21 Entity 360 Views

Unified pane-of-glass for every tax entity with AI-enriched KPIs and insights

CTC E-Invoicing

Real-time clearance tracking for SDI, SII, PPF, Peppol, KSeF mandates

AI Tax Copilot

RAG-based conversational assistant with tax domain expertise and citations

Transfer Pricing

Real-time arm's length benchmarking with IQR analysis and deviation alerts

4 Workbenches

Compliance, Tax Planning, AP/AR Intelligence, and Transfer Pricing workbenches

Audit Defense

AI-generated defense strategies with pre-packaged evidence bundles

SAF-T & Reporting

SAF-T audit packs, CbCR XML, OECD Master File, and Pillar Two GloBE

Embeddable SDK

API-key-protected endpoints for ERP embedding: insights, validation, webhooks

Built for Every Tax Role

Role-customized KPIs, workbenches, and AI insights for every tax professional

Tax Manager

Compliance-first view with filing calendars, CTC exception queues, and proactive deadline management

  • Compliance workbench with filing calendar & deadlines
  • CTC rejection trends & exception queue triage
  • VAT return status matrix across all jurisdictions
  • AI-narrated return summaries for review

CFO & Tax Director

Strategic tax rate view with ETR waterfall, provision analysis, and exposure heatmaps

  • ETR waterfall & provision by jurisdiction
  • Uncertain tax positions & credits pipeline
  • Tax planning scenario modeling
  • Executive tax memos generated by AI

Tax Analyst

Deep transactional analysis with anomaly detection, variance analysis, and AI copilot assistance

  • Transaction-level VAT rate validation & anomaly flags
  • Period-over-period variance analysis with AI explanations
  • AP/AR intelligence: duplicates & fraud signals
  • AI copilot with tax domain expertise & citations

Transfer Pricing Specialist

Real-time IC transaction monitoring with arm's length benchmarking and documentation management

  • IC transaction monitor with deviation alerts
  • Benchmark study management with IQR visualization
  • CbCR readiness & Pillar Two GloBE tracking
  • Audit case management with AI defense strategy

Enterprise Security & Deployment

Secure, compliant tax intelligence deployed in your environment

On-Premise & Private Cloud

Deploy entirely within your infrastructure on AWS, Azure, or on-premise. Full control over tax data without any external dependencies.

Tax Data Stays In Your Network

All AI processing happens within your environment using AWS Bedrock. No tax data, returns, or entity information leaves your network.

Tax Compliance Ready

Built-in support for SAF-T, CbCR, OECD documentation, EU ViDA mandates, and Pillar Two GloBE with complete audit trails.

Ready to Transform Your Tax Intelligence?

Join leading organizations using InsightTax360 for AI-powered tax compliance, planning, and audit defense

Request Demo Contact Sales

On-premise deployment • AI agents for every tax function • Enterprise support included