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
- 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.
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
ERP integrations
SAP-certified accelerator; separate listings exist for US/Canada and Brazil localizations.
O Series Tax Engine and Indirect Tax Accelerator, deployable on OCI.
Legacy (pre-SuiteTax) O Series connector also listed separately.
Separate AppSource listing covers Dynamics 365 Commerce.
Vertex holds Workday Certified Integration status.
Connector details independently verified against vendor marketplaces and documentation; last checked 2026-08-11.
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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