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Eliminate Repetitive Processes With Easy Tax Automation
Stop wrestling with copy-paste routines, pivot tables, and version confusion. Automate and schedule your tax data prep, calculations, and reconciliations with Savant’s agentic analytics platform.
The Savant Advantage
AI-Driven Data Transformation
Automate data prep and transformation with natural language and AI agents.
Governance Built In
Ensure compliance and auditability with logs, lineage, and version control on every workflow.
Cost-Efficient at Scale
Lower TCO and reduce engineering lift with usage-based automation at scale.
Workflows Tax Teams Automate With Savant
Automating Intercompany Reconciliation
Ingest transaction data across entities, standardize formats, and match entries with AI logic to eliminate errors and deliver audit-ready reports.
Reconciling Assets and Liabilities
Pull records from Excel, NetSuite, Oracle, and more. Apply matching rules, validate balances, and generate clean, reconciled data for faster audits.
Accelerating Month-End Cost Assurance
Automate GL queries, map and categorize expenses, and flag variances. Reduce manual workload while ensuring compliance and reporting accuracy.
Streamlining Sales Tax Calculation
Automate jurisdiction-specific tax rules and rate lookups. Produce consistent, compliance-ready reports across states, cities, or countries.
Resolving Sales Tax Discrepancies
Identify mismatches across ERP, POS, and tax engines. Automate discrepancy resolution and push clean results back into reporting systems.
Automating Tax Provision and Estimates
Aggregate entity-level data, apply federal and state tax rates, and generate provision and quarterly estimate reports automatically.
How Rover Eliminated Tax Discrepancies Using Savant Across Its Tax Workflows
Seattle, Washington
2011
1,000+ employees
Pet Services Marketplace
ZERO
Unresolved tax
discrepancies
ONE
Holistic view of all
tax data sources
REAL-TIME
Response to global tax
rule changes
The Challenge
As Rover grew, its tax team faced complex reconciliations across NetSuite, Stripe, and Avalara. Key data lived in disconnected systems with no single source of truth. Each cycle required manual exports, line-by-line matching, and back-and-forth validation, which slowed closes and made audit trails difficult to maintain.
The Outcome
With Savant, Rover built an end-to-end sales tax automation workflow across NetSuite, Avalara, and Stripe. The team eliminated discrepancies, unified tax data into one holistic view, and adapted seamlessly to global rule changes in real time. Month- and quarter-end closes are now faster, governed, and audit-ready.
Why Tax Teams Choose Savant for Workflow Automation
Automate repeatable logic, reconciliations, and compliance checks across messy, multi-source tax data.
AI-Powered Tax Agents
Intelligent agents like Fuse, Infer, and Stylus assist with rate lookups, data alignment, audit memo generation, and more. From recurring provision work to quarterly estimates, the agents remember your inputs, mappings, and exceptions, improving accuracy and speed with use.
Visual Workflows for Tax Prep
Build, run, and reuse no-code workflows for tasks like entity rollups, rate calculations, and provision prep, all in a drag-and-drop canvas. Just type what you want, like “calculate state income tax by entity and flag outliers,” and let Savant generate the logic for you.
Familiar Spreadsheet Interface
Prepare, review, and validate tax data in a familiar environment that mirrors Excel — but with AI automation, audit trails, and scale built in.
Smart Reconciliation Automation
Quickly detect mismatches, flag anomalies, and reconcile tax data across source systems without manual cross-checking.
Savant Integrates Easily With Your Tax Ecosystem
Savant’s 300+ connectors bring together ERP, tax, and finance systems for end-to-end automation. Import transactions, rates, and entity data from leading platforms, apply automation, and export audit-ready reports back into your ERP or tax engine.
Transform Your Tax Workflows
