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AI-Powered Compliance Workflows

Vertex brings governed AI into the workflows your tax and compliance teams use every day.

Across the compliance lifecycle. One governed experience.

Tax and compliance work shouldn’t happen through a collection of disconnected AI tools. Vertex organizes AI around the workflows teams need to monitor, complete, close, and defend, with common governance, integration, and human oversight across them.Availability varies by capability, customer environment, and rollout phase.

See how governance works
Four workflows

AI workflows across the compliance lifecycle.

See where Vertex AI supports compliance work today and where capabilities are expanding next.

Real-Time Health Check

Continuously surface data-quality, reconciliation, anomaly, and compliance issues that require attention.

Filing

Help prepare, validate, and move filing work forward through governed workflows.

Tax Close

Bring readiness, reconciliation, taxability review, and adjustments into a focused close workflow, one capability at a time.

Audit & Defense

Help teams identify, organize, and respond to audit and notice-related work with retained context and professional review.

From signal to governed action.

  • Step 1 — Detect: Vertex surfaces a change, issue, or condition within a supported workflow.
  • Step 2 — Understand: The experience brings forward the relevant context, data, and recommended next step.
  • Step 3 — Review: Your team reviews the recommendation according to the controls supported by that capability.
  • Step 4 — Act and monitor: Supported actions move forward at the configured level of autonomy, with activity visible through the shared experience.

Available capabilities and what comes next.

Vertex is expanding governed AI across the compliance lifecycle. Availability depends on the capability, customer environment, and rollout phase.

Available now:

  • Smart Categorization: product-to-tax-category recommendations with confidence-guided professional review.
  • Vertex Intelligence: ask tax questions and get the next step inside the work.
  • MDU Analysis Agent.

Limited availability:

  • Continuous compliance agent through Vertex Sōl for eligible O Series or hybrid-cloud customers.

Coming next:

  • Additional tax close capabilities: data readiness, reconciliation, taxability review, and adjustments.
  • Filing workflow capabilities.
  • Audit and notice-management capabilities.
  • Additional capabilities within real-time health check and audit and defense.
Roadmap direction is subject to change.

Control that scales with every workflow.

Vertex AI workflows share a common approach to governance, integration, and human oversight. Where supported, teams can configure levels of autonomy, review work that requires professional judgment, and maintain visibility into agent activity and recommended actions.

Explore the AI Control Center
Control that scales with every workflow

Explore more of Vertex AI.

Explore governed AI for tax and compliance.

Bring us a compliance workflow your team wants to improve.

A Vertex expert will show you where governed AI can support the work today and what is coming next.