Insight Tax · Product overview

Agentic AI-Powered 360° Tax Intelligence Platform

Autonomous AI agents analysing transactions, returns, and entities across indirect tax, direct tax, and transfer pricing — with streaming narratives, predictive risk scoring, and CTC e-invoicing readiness in a single pane of glass.

How it works

From ERP feed to executive-ready tax intelligence

Connect once. Four specialised agents do the rest — risk-scored, audit-trailed, in your environment.

Step 1

Connect ERP & tax systems

30+ connectors out of the box — SAP, Oracle, NetSuite, Vertex, ONESOURCE, Avalara, and the SAF-T extractors.

  • SAP / Oracle / NetSuite
  • Vertex / ONESOURCE / Avalara
  • SAF-T / CbCR feeds
Step 2

AI analysis & risk scoring

Autonomous detection of VAT anomalies, CTC exceptions, compliance gaps, and transfer-pricing deviations.

  • VAT anomaly & drift
  • CTC clearance exceptions
  • TP arm’s-length monitoring
Step 3

360° views & workbenches

Unified dashboards for transactions, invoices, VAT returns, jurisdictions, and audit cases — AI-enriched KPIs.

  • 21 entity-360 views
  • 4 role workbenches
  • KPI-driven triage
Step 4

Autonomous AI agents

Four specialised agents own transaction intelligence, CTC exceptions, compliance analytics, and AP/AR fraud signals.

  • Per-agent audit trail
  • Streaming narratives
  • Human-in-the-loop review
Tax domain coverage

21 unified views across every tax domain

Indirect tax, direct tax, and transfer pricing — one platform, one source of truth.

Indirect tax

VAT / GST

360-degree views on transactions, invoices, returns, jurisdictions, suppliers, and customers — with CTC e-invoicing readiness baked in.

  • Transaction & invoice intelligence
  • VAT return & jurisdiction views
  • Supplier / customer dashboards
  • CTC clearance status tracking
Direct tax

Provisions & entities

Entity-level intelligence with ETR tracking, provision analysis, assessment monitoring, and uncertain tax position management.

  • ETR waterfall by jurisdiction
  • Provision & deferred-tax analysis
  • Uncertain tax positions
  • Credits & incentives pipeline
Transfer pricing & audit

TP & audit defense

Real-time arm’s-length monitoring across intercompany transactions, with benchmark studies and AI-powered audit defense bundles.

  • IC transaction analysis
  • Benchmark studies + IQR
  • AI audit defense memos
  • Pre-packaged evidence bundles
AI-native capabilities

Agents, narratives, and risk scoring — not bolted on

Built around autonomous agents, streaming explanations, and continuous risk scoring — with audit trails on every action.

Agents

4 autonomous AI agents

Each owns a discrete tax job: transaction intelligence, CTC exceptions, compliance analytics, AP/AR fraud signals.

  • Transaction Intelligence — VAT anomaly & drift
  • CTC Exception — auto-correction suggestions
  • Compliance — trends & risk heatmaps
  • AP/AR — fraud & duplicate detection
Narratives

Streaming AI narratives

Real-time, cite-anchored explanations of returns, variances, and audit defense strategies — streamed via SSE.

  • VAT return narratives (SSE)
  • Variance analysis memos
  • Audit defense strategy drafts
  • Executive-ready tax memos
Risk & CTC

Predictive risk & CTC readiness

Continuous risk scoring on every entity and return, plus CTC pre-submission validation with peer benchmarks.

  • Entity & return risk scoring
  • CTC pre-submission validation
  • Cross-jurisdiction heatmaps
  • Peer comparison benchmarks
Capabilities

Eight first-class capabilities, end to end

Everything a tax operation, a controller, and a transfer-pricing team need — without stitching seven tools together.

21 entity-360 views

Unified dashboards with AI-enriched KPIs across every tax surface.

CTC e-invoicing

Real-time clearance for SDI, SII, PPF, Peppol, and KSeF mandates.

AI Tax Copilot

RAG-based conversational assistant grounded in your tax data and rules.

Transfer pricing

Real-time arm’s-length benchmarking with IQR analysis on IC transactions.

4 workbenches

Compliance, Tax Planning, AP/AR Intelligence, Transfer Pricing — one per role.

Audit defense

AI-generated defense strategies with pre-packaged evidence bundles.

SAF-T & reporting

SAF-T audit packs, CbCR XML, OECD Master File, Pillar Two GloBE.

Embeddable SDK

API-protected endpoints to embed InsightTax inside your ERP or portal.

Built for

One platform. Four tax roles. Different jobs.

Each role gets the right workbench — tuned to the decisions they have to make.

Tax Manager

Compliance & CTC operations

  • Compliance workbench with filing calendar & deadlines
  • CTC rejection trends & exception queue triage
  • VAT return status matrix across jurisdictions
  • AI-narrated return summaries
CFO & Tax Director

ETR, provisions, planning

  • ETR waterfall & provision by jurisdiction
  • Uncertain tax positions & credits pipeline
  • Tax planning scenario modelling
  • Executive tax memos on demand
Tax Analyst

Transaction-level intelligence

  • Transaction-level VAT rate validation & anomaly flags
  • Period-over-period variance with AI explanations
  • AP/AR intelligence: duplicates & fraud signals
  • AI copilot with domain expertise
Transfer Pricing Specialist

IC, benchmarks, defense

  • IC transaction monitoring with deviation alerts
  • Benchmark studies with IQR visualisation
  • CbCR readiness & Pillar Two GloBE tracking
  • Audit case management with AI defense strategy
Security & deployment

Built for enterprise tax environments — not a research notebook

Tax data stays inside your perimeter. AI inference runs in your AWS Bedrock or private model host. Every action is logged for audit and regulator review.

In your environment

On-premise & private-cloud deployment (AWS, Azure, on-prem). Tax data never leaves your network. AI inference via AWS Bedrock inside your account.

Built-in regulatory packs

SAF-T, CbCR, OECD Master File documentation, EU ViDA mandates, and Pillar Two GloBE — out of the box, with continuous mandate updates.

Full audit trail

Every calculation, every classification, every AI suggestion, every override — with timestamps, token counts, and model versions for regulator review.

Ready to transform your tax intelligence?

Join leading organisations using InsightTax for AI-powered tax compliance, planning, and audit defense. Tell us the jurisdictions and ERPs you care about — we’ll set up a hands-on walkthrough within 2 weeks.

Request a demo Contact sales
On-premise deployment AI agents per tax function SAF-T / CbCR / Pillar Two Enterprise support