Ask across the platform, improve tax matrices, and process invoice batches with review controls around every recommendation.
Intelligence & Automation is an umbrella for the AI Sales Tax Assistant, Sales Tax Matrix, and Invoice Auto-Processing. Each solves a different operating problem: cross-module inquiry and task support, taxability-matrix quality, or document-to-data preparation.
These tools connect to compliance data and workflows where enabled, while keeping the source context, recommendation, and human decision distinguishable.
The command layer, configuration layer, and document-processing layer stay separate so teams can understand what the system did and approve what happens next.
Scope the Assistant to entitled modules, upload a tax matrix for review, or create an invoice-processing batch for the active location.
Use module data, conversation files, matrix exports, invoice PDFs, or batch metadata appropriate to the workflow.
Receive grounded answers, matrix findings and remapping suggestions, or extracted invoice facts with visible processing state.
Inspect cited context, original-versus-normalized matrix previews, validation issues, invoice exceptions, and confidence or status signals.
Keep tax judgment, matrix adoption, exception resolution, and downstream workflow decisions with authorized people.
Use approved outputs in sales, purchasing, exemption, API, configuration, or document workflows where the tenant is configured for the connection.
A conversational command surface across the ITMS context you are allowed to use.
A controlled workspace for cleaning up a taxability configuration layer.
Convert unstructured invoice batches into reviewable downstream data.
The Assistant, matrix recommendations, and invoice extraction accelerate work. Filing and configuration authority remains with authorized reviewers.
The Assistant and automation surfaces only use module and location context available to the active organization and user.
Agentic tasks, downstream handoffs, and advanced processing depend on enabled tools, plan, connectors, and tenant setup.
The AI Sales Tax Assistant is available on Professional and Enterprise plans. Sales Tax Matrix, Invoice Auto-Processing, and deeper agentic workflows are add-on or configured capabilities.
See how your module access, source data, review authority, and configured tools shape the intelligence workflows available to your team.
