LEGO Group
Retail · Enterprise
- Seamless e-commerce customer experience
- No downtime on webshop
- Simplified sales tax
Vertex
by Vertex, Inc. · Tax Compliance
Enterprise tax determination for sales, use and VAT compliance.
Updated August 2026 · By the ERP Research Editorial Team · Independent and vendor-neutral.
- Works with
SAP
Oracle
NetSuite
Microsoft Dynamics 365
WorkdayOther- Deployment
- Cloud, On-premise
- Company size
- Mid-market, Enterprise
- Pricing
- Annual subscription tied to transaction volume and jurisdictions
- 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.
Modules & capabilities
Vertex covers 21 of 40 capabilities we track in this category
53%- Real-time transaction-level tax calculationO Series real-time sales, use and VAT determination at line levelCore strength
- Address validation & jurisdiction-accurate sourcingNot evidenced
- Product/service taxability classificationJurisdiction, product and customer-specific taxability rulesSupported
- Purchase-side (AP/use tax) determinationAR and AP (purchase-side) tax determinationCore strength
- Configurable custom tax rules & logicConfigurable tax rules and custom logicCore strength
- Multi-currency tax calculationNot evidenced
“Not evidenced” means our research found no public documentation of this capability — the vendor may still offer it. Confirm on a demo.
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
Vertex customer case studies
How companies use Vertex alongside their ERP — pulled from Vertex, Inc.'s published customer stories, with the ERP each customer runs where they state it.
Patagonia
Retail · Enterprise
- Seamless omnichannel customer experience
- In-store and online integration
Walmart
Retail · Enterprise
- Scalable tax engine
- 100 million visits/month support
- Marketplace growth enablement
Brückner Group
Manufacturing · Germany · Enterprise
- Global e-invoicing implementation
- Compliance readiness
Novartis
Healthcare · Enterprise
Runs with SAP S/4HANA- Tax clarity
- Simplified compliance
- Improved performance
These customers also appear in ERP implementation stories
The same companies show up in our library of ERP implementation case studies — useful for seeing what the wider stack around this add-on looks like.
- Novartis · SAP S/4HANA
- Walmart · SAP S/4HANA
Summarised from each vendor's published customer stories. Figures are the vendor's own claims, not independently verified by ERP Research. See all 5 Vertex case studies →
Used Vertex with your ERP? Rate it in 30 seconds — it helps every buyer after you.
Rate itERP integrations
SAPVertex Indirect Tax Determination for SAP ERP and SAP S/4HANA - Global
Certified marketplace appBi-directionalSales ordersInvoicesPurchase orders
SAP-certified accelerator; separate listings exist for US/Canada and Brazil localizations.
Oracle Fusion CloudVertex Indirect Tax for Oracle ERP Cloud
Certified marketplace appBi-directionalInvoicesPurchase ordersTax transactions
O Series Tax Engine and Indirect Tax Accelerator, deployable on OCI.
NetSuiteVertex for SuiteTax
Certified marketplace appBi-directionalSales transactionsTax codes
Legacy (pre-SuiteTax) O Series connector also listed separately.
Microsoft Dynamics 365Vertex O Series for Dynamics 365 Finance and Supply Chain
Certified marketplace appBi-directionalSales ordersPurchase ordersInvoices
Separate AppSource listing covers Dynamics 365 Commerce.
WorkdayVertex O Series for Workday
Certified marketplace appBi-directionalAR transactionsAP transactions
Vertex holds Workday Certified Integration status.
Connector details independently verified against vendor marketplaces and documentation; last checked 2026-08-11.
Pricing
Full Vertex pricing breakdown — cost at 25/100/500 seats, competitor rates & FAQs
Vertex quotes rather than publishes, and sits at the enterprise end of tax automation alongside Avalara and Sovos rather than competing with SMB tools like TaxJar. Pricing is driven by transaction volume, the number of jurisdictions and which modules you take — sales and use tax, VAT, e-invoicing and exemption certificate management are separately scoped. Its depth in complex manufacturing and multi-entity scenarios is the value case; a single-jurisdiction ecommerce seller is over-buying. Get an independent shortlist with pricing guidance below.
What does Vertex cost?
Vertex prices by quote, like most of this category. Here is what actually drives your number — and what to ask before you get one.
4 of the 12 vendors we track in this category publish no list price at all.
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
AnrokSales tax and VAT compliance built for SaaS and software companies.AvalaraCloud tax calculation, returns filing and e-invoicing across jurisdictions.FonoaGlobal tax determination, e-invoicing and digital reporting automation.KintsugiAI sales tax, VAT and GST automation for nexus tracking and filing.PageroGlobal e-invoicing network and compliant document exchange platform.QuadernoCross-border sales tax, VAT and GST compliance for digital sellers.
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.
Compare Vertex head-to-head
Free PDF · Vendor-neutral · No sales calls
The Tax Compliance Buyer's Guide
Before you commit to Vertex, see how it sits against the 12 tax compliance systems we track — on capability, ERP integration depth and what each one actually charges for.
Tax Compliance Buyer's Guide
12 systems compared · 2026
ERP Research
- Vertex compared side-by-side with 11 alternatives
- ERP integration checklist — what to verify before you shortlist
- The pricing questions that change the quote
- A Vertex evaluation brief, included with the guide
Free Download
Tax Compliance Buyer's Guide
Get a quote for Vertex
Vertex publishes a list price, but the number you pay depends on volume, modules and integration scope. Tell us your setup and we'll come back with a realistic figure and the alternatives worth quoting against it.