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Finance AI Index
Index › Products › Vertex · October 2026 Edition
5 categories · Ranked

Vertex

244Judge labels
41First choices
53Negative labels
14 / 14Models named it
5Categories
October 2026 Edition. Every number here is derived from the raw labels under vendor table v2026-10.7, every buyer segment counted.
Best standing
48% in Sales tax automation for enterprise buyers
Rank 6 of 37 in the mid-market standingaccepted challenger
2 of 14 models made it the first choice on the direct prompt; 18% of its 45 labels there were negative.
What the models named instead of Vertex →
By buyer segmentAn enterprise product: leader at enterprise, not named at small business.
In sales tax automation · each standing computed within its segment · bars are 0 to 100 · the accent bar is the product's own best reading

Standing by category

Every category where a model named Vertex for a mid-market B2B company. Share is first choices across the direct, paraphrase, budget and scale prompts; rank is within every product named in that category.
CategoryFunctionShareRankNegative rateLabelsQuadrantSince September 2026
Sales tax automationTax and compliance4%6 of 3718%45accepted challenger▲+4Since September 2026: 0% → 4%, +4 points. Inside the 10-point floor: within noise. Read over the models both editions asked.
Corporate tax provisionTax and compliance4%6 of 10210%10accepted challenger▲+2Since September 2026: 2% → 4%, +2 points. Inside the 10-point floor: within noise. Read over the models both editions asked.
Global e-invoicing complianceTax and compliance0%23 of 13617%18accepted challenger=heldSince September 2026: 0% → 0%, ±0 points. Inside the 10-point floor: within noise. Read over the models both editions asked.
Transfer pricingTax and compliance0%25 of 1010%4under 10 labels · led by TPGenie at 30%
Entity managementEquity and corporate0%67 of 81100%1under 10 labels · led by Athennian at 41%newNew since September 2026: not ranked then, 0% now.

Movement

Since September 2026, Vertex held within the floor in all five categories: no change cleared 10 points.

Best category · Sales tax automation · by segment

Small business=heldSince September 2026: 0% → 0%, ±0 points. Inside the 10-point floor: within noise. Read over the models both editions asked.
0%from 0% in September 2026
Inside the floor by 10 pointsRank 38 → 32 of 32
Mid-market▲+4Since September 2026: 0% → 4%, +4 points. Inside the 10-point floor: within noise. Read over the models both editions asked.
4%from 0% in September 2026
Inside the floor by 6 pointsRank 7 → 6 of 36
Enterprise▲+6Since September 2026: 38% → 44%, +6 points. Inside the 10-point floor: within noise. Read over the models both editions asked.
44%from 38% in September 2026
Inside the floor by 4 pointsRank 2 → 1 of 44

All categories · Mid-market

CategorySeptember 2026NowChangeReadingRank
Sales tax automation0%4%▲+4Since September 2026: 0% → 4%, +4 points. Inside the 10-point floor: within noise. Read over the models both editions asked.Within noiseRank 7 → 6 of 37
Corporate tax provision2%4%▲+2Since September 2026: 2% → 4%, +2 points. Inside the 10-point floor: within noise. Read over the models both editions asked.Within noiseRank 16 → 6 of 102
Global e-invoicing compl0%0%=heldSince September 2026: 0% → 0%, ±0 points. Inside the 10-point floor: within noise. Read over the models both editions asked.Within noiseRank 23 of 136, unchanged
Transfer pricing0%0%newNew since September 2026: not ranked then, 0% now.New this editionRank 25 of 101, unchanged
Entity management0%0%newNew since September 2026: not ranked then, 0% now.New this editionRank 67 of 81, unchanged

Shares here are read over the models both editions asked, so they can differ by a point or two from the standing above, which counts every model in this edition.

The floor is 10 points of share, measured: how far the models move a leader on their own when the same questions are asked twice with nothing changed. A larger change is movement; a smaller one is noise, and both are shown. Movement is read over the twelve models both editions asked; GPT-6 Luna, Muse Glimmer 30B joined this edition and are in the standing but not yet in the comparison. How the floor is measured · The editions

By model

How each model treated Vertex across every prompt where it was named for a mid-market B2B company. Fourteen models, six prompts per category.
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ModelFirst choiceAlternativeMentionNegativeLabels
Claude Haiku 4.500404
GPT-5.4 mini02103
Gemini 3.5 Flash03137
Perplexity Sonar03115
Grok 4.1 Fast063110
Mistral Small22318
DeepSeek V4 Flash01359
Llama 4 Maverick20002
Qwen 3.7 Flash22105
Kimi K202316
GLM 4.7 FlashX02215
MiniMax M2.503104
GPT-6 Luna05005
Muse Glimmer 30B04105

By framing

Which of the six questions produced the naming. By model says how often; this says asked what. The first-choice count on the right carries the marks of the models that produced it.
FramingLabels by classFirst choices
Direct43 labels13
Paraphrase64 labels20
Comparative47 labels9not counted in share
Budget-constrained21 labels6
Scale-constrained35 labels2
Negative34 labels9not counted in share
First choiceAlternativeMentionNegative244 labels in all, every segment counted; 41 of the 59 first choices count toward share, since the comparative and negative framings do not. The bar is one segment per label class, to scale within the framing.

What the models said for it

Verbatim evidence the judge attached to positive labels.

“Vertex is generally considered the gold standard for enterprise-level precision.... designed specifically for mid-market and growing businesses.” Qwen 3.7 Flash · Sales tax automation · direct prompt · first choice
“Leading commercial platforms such as Thomson Reuters ONESOURCE, Exactera, Aibidia, and Vertex are recommended for most organizations” Mistral Small · Transfer pricing · negative prompt · first choice
“Vertex - a comprehensive tax compliance software that can handle complex tax logic and is used by large and mid-market companies.” Llama 4 Maverick · Corporate tax provision · paraphrase prompt · first choice
“Vertex Inc - Best for mid-market companies with 5–30 entities across 8+ countries” Llama 4 Maverick · Sales tax automation · direct prompt · first choice

And against it

Verbatim evidence attached to negative labels. A warning on a product with few labels is a warning; on a product with many, it is one voice among them.

“Avoid heavy enterprise systems like ... Vertex. Their base subscriptions generally cost thousands of dollars annually” Gemini 3.5 Flash · Sales tax automation · budget prompt · hard negative
“If your business is doing under $10M–$20M in revenue, avoid these tools.” Gemini 3.5 Flash · Sales tax automation · negative prompt · hard negative
“Enterprise-focused pricing ($40K–$100K/year typical), 6–12 month implementations—not ideal for mid-market unless on major ERPs” Kimi K2 · Sales tax automation · direct prompt · soft negative
“Priced for large enterprises (median $60K+), with complexity that's typically overkill for mid-sized companies.” DeepSeek V4 Flash · Sales tax automation · paraphrase prompt · soft negative

Named alongside

The products named in the same answers as Vertex, over the 244 answers that named it. Took the first choice instead counts the answers where the other product was the first choice and Vertex was named but was not.
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ProductSame answerTook the first choice insteadHead to head
TaxJar103 of 24418Compare →
Sovos76 of 2440Not among the top eight
Thomson Reuters ONESOURCE55 of 2440Not among the top eight
Stripe Tax42 of 2440Not among the top eight
Avalara E-Invoicing33 of 24413Not among the top eight
Sovos Compliance Network31 of 2449Not among the top eight
Zamp21 of 2443Not among the top eight
A head-to-head page exists where both products are among a category's top eight. The other rows are the same fact without a page behind them, so they link to the product instead.

What carried it into the answer

The sites and pages cited by the answers that named Vertex. A fact about retrieval, not a lever on the model.

Citations exist only for the models that return a source list, five of the fourteen in this edition, so these counts come from 226 of the 244 answers that named Vertex and are not a share of its labels.

Domains cited

taxcloud.com115
guideflow.com103
avalara.com102
commenda.io87
taxwire.com87
learn.g2.com81
zamp.com80
g2.com76
tax.thomsonreuters.com69
worldmetrics.org55

855 of the 855 domain citations in answers naming Vertex came from somebody else's page.

Pages cited

Pages are listed as the models cited them.

Search and answers

vertexinc.com ranks 6 on Google for the category's searches. In the answers, Vertex takes 4% of first choices and Avalara AvaTax takes 32%.
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In search

Google, US estimates
Position for “sales tax tools”
6
Position for “sales tax compliance software”
7
Searches for its name, Google
110,000 a month (“vertex”)
AI search demand for its name, est.
13,807 a month
Organic visits to its site
about 32,080 a month
Searches its site ranks for
2,782 · 243 in the top three
Sites linking to it
3,431
Paid Google search
12 searches its ads show for, about 114 clicks and $3,975 a month (estimate)
Ads on GoogleDetailLess
120+ ads · 106 text, 8 video, 6 image · 69 shown in the last 30 days

First shown June 2023, as Vertex Inc, verified. Ads started 2025-10 to 2026-09: 79 in the year, 41 before.

On Google's pages: 1 2 3 4

In answers

This edition
Share of first choices
4%
rank 6 of 37 in sales tax automation
Segment leader
32%
Avalara AvaTax
First choices
41 across its categories
Named in
244 answers
Its own site cited
in 226 of the answers that named it

Search figures are US estimates from DataForSEO, read September 28, 2026; AI search demand is its modeled, directional estimate, not a count of queries to any assistant. The answers are this edition's. Two measurements side by side: neither is read as the cause of the other.

What it publishes

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Addresses on vertexinc.com
5,770
subdomains included
Content
3,619
counted in the table below
Documentation
2
Product · Integration
122 · 265
KindPagesLast 90 days2025-10 to 2026-09LatestCategories named
Blog2,907122026-09-23Global e-invoicing compl, ERP systems
News or press59972026-08-13Global e-invoicing compl, Spend management platfor
Podcast or video2702025-12-02
Conference or event2462026-09-15
Report or ebook2102025-10-07
Case study1302025-06-12
Webinar or virtual event1312026-09-02
Template or tool802026-04-24
Comparison502026-03-17
Glossary or explainer202025-09-08

Events in person

Upcoming

As the event pages on vertexinc.com state them, read September 28, 2026.

How it is countedHide how it is counted

Every page vertexinc.com exposes, subdomains included. Kind is read from the address and title. The last 90 days, the latest date and the twelve months count pages by when they were published, from the site's feeds, a date in the address, or the page's own publication date, read from up to a hundred of its most recently changed pages; a page that says only when it last changed is counted in its kind but not in when, so the recent counts are a floor, and a kind none of whose pages gives a publication date reads undated. An event counts as online when its address or title says so (webinar, on demand, virtual or online summit); a conference, summit, trade show, expo or roadshow that does not say so is counted as a conference or event, which on a vendor's site is mostly in person. Read September 29, 2026.

Names read as Vertex

What the judge wrote, as written, with how often. The vendor table decides that these count as Vertex; a claim can dispute any of them.
Vertex Inc 3Vertex (O Series) 2Vertex Inc. 2Vertex e-Invoicing 2Vertex (Cloud Edition) 1Vertex (formerly Thomson Reuters ONESOURCE) 1

Follow Vertex

An email the morning each edition publishes: where this product moved, where it held, and by how much against the noise floor. One address, confirmed by a click; a stop link in every email.

Already following? Everything you follow, with a stop for each.

The company

Vertex is its own company.
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In its own words

Stated by the vendor, not checked
Positioning
the leading and most-trusted provider of comprehensive, integrated tax technology solutions
For
enterprises
Integrations claimed
6 vertexinc.com · 150 vertexinc.com/solutions/products pages disagree
Certifications
SOC 1 Type IISOC 2 Type IIGDPRCCPAEU AI Act
Hosting
United StatesIrelandGermanyUnited KingdomAustriaNetherlandsSwitzerland
Customers named
FordDoorDashMicrosoftSiemensLL BeanWalmartBrückner GroupNovartis
Not stated on the pages read
Price, starting price, free plan or trial

What Vertex's own pages state, read September 28, 2026: vertexinc.com, trust.vertexinc.com, vertexinc.com/solutions/products, vertexinc.com/resources/customer-stories, vertexinc.com/partners. A claimed page can correct any of them.

Is this your product?

Claim this page

Claiming is free and changes nothing in the data. A claimed page shows a verified contact who is told when each edition publishes and when Vertex's standing changes by more than the noise floor; the right to propose corrections to the vendor table, meaning names the judge wrote that should or should not read as Vertex, applied by version and listed in the change log; and a one-line description supplied by the vendor and marked as such.

What a new claim receivesHide what a new claim receives

A new claim receives the current edition's vendor brief for Vertex by email, built from the raw record of the edition. It shows:

  • where Vertex is named, by buyer and by framing, and which cells hold its first choices;
  • the claims the models make when they name it, ranked, with the strongest and the weakest quoted;
  • its vocabulary against the segment leader's, and the pages the models cited;
  • who was chosen in the answers that did not name Vertex, and every reason the record gives;
  • a battlecard for each top rival: the head-to-head split, why they win, and the reservation quoted against them;
  • one page of published figures cleared to show a buyer.
The subscriber app

A verification link goes to your work email; an address at vertexinc.com is approved on the spot, any other is reviewed by hand. Your email is never published. Claiming gives no say over labels, shares, verdicts or which quotes appear.