From tax question to next step, without leaving your work.

Vertex Intelligence is the AI experience built into Vertex applications. Ask tax and product questions in plain language, and it routes each request to the right capability automatically, with guidance for the application and page you're in. Supported workflows let you review before anything is submitted.

Vertex tax intelligence, grounded in your business context.

Vertex Intelligence brings AI into the Vertex applications your team already uses.

Vertex Intelligence

Ask where you work.

Get answers and guidance tailored to the Vertex application and page you’re in.

Insights that find you.

Vertex brings forward the conditions that need attention, so your team sees them first.

Recommendations you can trace.

See the reasoning and records behind each recommendation.

What needs your attention, inside the work.

 Vertex Intelligence works inside Vertex applications such as O Series and Smart Categorization. It brings forward what needs your team's review, and it's where your team decides what happens next.

From question to decision: every interaction follows the same path.

  • Step 1: A question or an alert starts it.
  • Step 2: Vertex Intelligence pulls the rules and records that apply.
  • Step 3: Your team reviews the recommendation and the reasoning behind it.
  • Step 4: You decide what happens next.

Your team makes the call.

Vertex Intelligence recommends and explains, giving you what you need to decide.

Explore the AI Control Center
Your team makes the call.

Shaped by the customers who use it.

Vertex Intelligence builds on Copilot, already embedded across the Vertex cloud platform. Customers in the Vertex Intelligence Pioneers program help decide what comes next.

Already on Vertex Cloud? Vertex Intelligence arrives in the workspace your team uses today.

Go deeper.

Bring the question your team asks most.

A Vertex tax expert will show you how Vertex Intelligence answers it.