Tools for CFOs

A catalog of the finance stack. Vendors described from their own pages, in alphabetical order.

  1. Tools for CFOs
  2. Vendors A to Z
  3. Vertex

Vertex

One product line in the catalog, listed under 06 Tax.

Company

Not stated
Not stated on the pages we read: headquarters.
SEC filings
Files with the SEC as Vertex, Inc. (ticker VERX, CIK 0001806837). Filings on EDGAR2

Product line

Product
Vertex O Series
Category
06 Tax
What it does
An indirect tax engine for sales, use and VAT calculation, with returns, exemption certificates and analytics.
In the vendor's words
Automate and centralize indirect tax calculation including sales, use, and value added tax (VAT), on your sales and purchase transactions.1
Modules and capabilities listed
  • Tax Content
  • Jurisdiction Accuracy
  • Edge Containers
  • Data Intelligence
  • Reporting
  • Vertex Express Returns
  • Vertex Certificate Center
Integrations named
  • SAP
  • Oracle
Deployment
Several options; the page names containers at the point of transaction (O Series Edge) and Microsoft Azure

Corrections

Lists of modules and integrations are as the vendor's page showed them on the read date, in the vendor's words. If Vertex has changed a page or finds an error, write to corrections@toolsforcfos.com with the page that shows the change. How listings are made. Page published 29 October 2026.

Sources

  1. 1Vertex. vertexinc.com/solutions/products/vertex-indirect-tax-o-series. Read 29 October 2026.
  2. 2SEC EDGAR. sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001806837. Read 29 October 2026.
  3. 3U.S. Securities and Exchange Commission. sec.gov/files/company_tickers.json. Read 29 October 2026.