Vertex Smart Categorization

Gain access to intelligent tax categorization mapping.

Vertex Smart Categorization analyzes and automates the association of products to our sales tax categories at the right level of granularity. The tool combines responsibly-governed algorithms, proprietary AI models, and customer input to support accuracy. 

Operational workflows guide users through validating and approving product mappings. The approved mappings are then analyzed through Vertex’s Human-in-the-Loop (HIL) processes, enabling experts to provide input and continuously refine the models - enhancing future categorization inquiries and exception handling with greater precision and relevance.

Leverage proposed category mapping and product details.

Vertex Smart Categorization proposes a Vertex tax category, including a confidence score, for each product based on the data uploaded. This allows users to easily prioritize their review process, approve and map the suggested category, or choose an alternative categorization. 

Without leaving your workstation, view relevant product attributes (when reliably sourced) directly within the application to help make faster and more informed category decisions. Explore attributes like ingredients, packaging, weight, size, volume, and more. Easily access the Vertex category tree for unique attributes and adjust the mapping with just a few clicks.

Batch file upload and processing to support large product catalogs.

Load large volumes of product data for processing, analysis/comparison, and categorization. Vertex Smart Categorization supports multi-user, multiple upload processing, enabling you and your teams to support multiple business units, partners/sellers, and/or product segments at the same time.

Gain visibility from easy-to-use UI with a consolidated dashboard to streamline workflow.

Quickly access your activity to perform simple tasks, complete with links to help users pick up where they left off. Easily review category trends, recent uploads, or start a new upload. View the status of uploads, edit mappings, review mapping history, and export mapping with an end-to-end process that supports business complexity. Quickly see recent activity including audit reports and actions taken – complete with visibility to product mapping change history for workflow and compliance auditing.

Download your mapping & audit package.

Download the mappings to track and manage product taxability categorizations or create Audit Packages to support governance and audit inquiries.