Savant With Avalara CertCapture

Tax & Compliance

Overview

CertCapture centralizes exemption certificates so companies can pass audits without missing documentation. Savant integrates those certificates into finance and sales workflows, making exemptions visible in real time. Teams avoid chasing paper trails because certificate data is validated, synced, and governed inside existing pipelines. Secure authentication and automated scheduling ensure compliance records remain accurate and always audit-ready.

This connector is available on request for integration into your environment.

Unlock these capabilities with Savant’s Avalara CertCapture connector

Retrieve exemption certificates and statuses for compliance workflows
Automate validation of exempt customers in ERP and CRM systems
Integrate certificate data into tax reporting and reconciliation
Schedule certificate syncs to keep records current
Enforce encryption and role-based permissions

Why Fortune 500 Companies Choose Savant

Easy for Every Analyst

Drag-and-drop canvas lets any analyst load, cleanse, blend, and analyze data in minutes without coding or support tickets.

Cost-Efficient Scalability

Elastic architecture grows from pilot projects to global workloads, adding capacity on demand without extra costs or overhead.

Simple to Govern Centrally

Unified governance grants granular permissions, lineage, and audit trails, ensuring compliant, trusted pipelines across teams, regions, and clouds.

Agentic AI Automation

Pre-built AI agents handle data prep, matching, enhancement, and reporting tasks, learning from your rules and automating workflows without coding.

Accelerates Complex Workflows

High-performance in-memory engine speeds up joins, transformations, and rule-based logic across large datasets and multi-step workflows in seconds.

Optimizes Existing Ecosystem

Over 300 connectors instantly link Tableau, CRMs, ERPs, lakes, and databases, moving data freely without engineering roadblocks.

The Savant Advantage

Savant brings the power of agentic AI and automation to every analyst’s workflow. The platform is designed specifically for analysts and those who regularly work with data, spreadsheets, and workflows. With Savant, teams build powerful workflows with drag-and-drop ease, remove manual steps from data prep, reporting, and analysis, and put generative AI to work on complex data tasks.

Savant’s integration engine connects to APIs, ERPs, CRMs, apps, data warehouses, and SaaS tools in both directions. Pull in raw records, clean and combine them, and then feed results directly into dashboards, business apps, or back to the source. Every step is automated, governed, and built for scale — helping your teams move faster, with more reliable data and zero handoffs.

Savant With Avalara CertCapture

Overview

Unlock these capabilities with Savant’s Avalara CertCapture connector