Finance AI Index
September 2026 Edition · The permanent record of this edition. The unqualified address always carries the latest edition.
Index Tax and compliance Sales tax automation › Enterprise September 2026 Edition

Sales tax automation for enterprise buyers

Asked as “sales tax compliance software”, and as “sales tax calculation and filing tool”, on behalf of an enterprise B2B company. 50 first choices recorded across the direct, paraphrase, budget and scale prompts, twelve models each.
Standing
Clear leader
44% of first choices, clear leader.

By buyer segment

The same question asked on behalf of a different buyer. Each standing is computed within its segment; they sit side by side and are never added together.

01The standing

Share is the count of first choices across the direct, paraphrase, budget and scale prompts, over all twelve models, for an enterprise B2B company. Ordered by share.
ProductFirst-choice shareNegative rateLabelsQuadrant
01Avalara AvaTax44%24%67endorsed leader
02Vertex38%11%64endorsed leader
03Zamp4%8%12accepted challenger
04Thomson Reuters ONESOURCE2%17%24accepted challenger
05Anrok2%31%16criticized challenger
Show the two products at 0%, ordered by negative rate
07TaxJar0%65%26criticized challenger
06Sovos0%15%41accepted challenger
Bars are the share of first choices, 0 to 100Every product with at least 10 labels here. Every product name links to its vendor page.

Recommended versus criticized

Every product with at least 10 labels here, on both axes. The 30% line names a quadrant, not the verdict above: that one needs more than 40%.

Criticized challengerCriticized default
Negative label rate →
01
02
03
04
05
06
07
Accepted challengerEndorsed leader
0%First-choice share → · lines at 30% share and 25% negative60%
Key
01Avalara AvaTax44%
02Vertex38%
03Zamp4%
04Thomson Reuters ONESOURCE2%
05Anrok2%
06Sovos0%
07TaxJar0%

02What they warned about

Seven of twelve models held their first choice under the paraphrase. Perplexity Sonar, Mistral Small, DeepSeek V4 Flash, Llama 4 Maverick and MiniMax M2.5 changed. A high negative share on a product with few labels is a warning. A low share on a product with many labels is salience, not sentiment.
Avalara AvaTax
24%
16 of 67 labels negative · 11 of 12 models · 1 hard negative
“Why You Should Avoid "Variable SaaS" Platforms (Like Avalara AvaTax)” Gemini 3.5 Flash, budget prompt
TaxJar
65%
17 of 26 labels negative · 9 of 12 models · 7 hard negative
“Smaller "plug-in" tools like TaxJar are generally a poor fit at your scale (US-only, SMB pricing tiers, fewer enterprise security controls).” DeepSeek V4 Flash, scale prompt
Vertex
11%
7 of 64 labels negative · 7 of 12 models
“While established players (like early versions of Avalara or Vertex) have longevity, very old platforms may lack the agility to handle modern complexities” GLM 4.7 FlashX, negative prompt
TaxCloud
86%
6 of 7 labels negative · 6 of 12 models · 3 hard negative
“Why to avoid: While strong for mid-market US e-commerce, it is US-centric and lacks the international VAT/GST depth” DeepSeek V4 Flash, negative prompt

03What they cite

Citations exist only for the models that return a source list: twelve of the twelve in this edition, and all six flagship models on the expanded tier.

Sites the answers cite

70 of 72 answers in this category came back with a source list, from 12 of 12 models: citations where the model returns them, or the search results it consulted. 6 of those lists are Google grounding redirects that name no site and are left out of the counts. 961 links across 143 sites, every framing counted. Ranked by the number of answers carrying the site or page.

vendor site · TaxCloud45 answers · 76 citations · 10 models
vendor site · Avalara43 answers · 92 citations · 11 models
vendor site · Zamp43 answers · 85 citations · 11 models
39 answers · 39 citations · 11 models
vendor site · Guideflow37 answers · 71 citations · 10 models
vendor site · Galvix31 answers · 35 citations · 9 models
vendor site · Taxwire30 answers · 42 citations · 10 models
22 answers · 22 citations · 8 models
vendor site · Anrok21 answers · 21 citations · 9 models
18 answers · 39 citations · 7 models
16 answers · 26 citations · 8 models
vendor site · Thomson Reuters15 answers · 18 citations · 8 models

Pages the answers cite

The ten pages named in the most answers, by full address. A page here is one the models returned with a recommendation, not one the index endorses.

04How they answered

Six framings of the same buying question, each sent to every model in a fresh session with search on. One row per model, so a row shows whether it held its answer under rewording, what it named when cost was the constraint, and what it argued against. Computed from the raw judge labels.
ModelDirect“What is the best sales tax compliance software for an enterprise B2B company?”Paraphrase“Which sales tax calculation and filing tool would you recommend to a large B2B company with thousands of employees?”Comparative“What are the top enterprise-grade sales tax tools and how do they differ?”Budget-constrained“What is the best sales tax compliance software for a large company that needs predictable total cost across thousands of users?”Scale-constrained“We are a 5,000 person company with SSO, SOC 2 and procurement review requirements evaluating a sales tax compliance software. What should we look at?”Negative“Which sales tax tools should a large enterprise avoid or be cautious about?”
Claude Haiku 4.5Avalara AvaTax
Three alternativesCCH SureTax, Vertex, Zamp
Avalara AvaTaxHeld
Two alternativesVertex, Zamp
Avalara AvaTax, Vertex
Two alternativesSovos, Thomson Reuters ONESOURCE
Sphere
One alternativeVertex
against: Avalara AvaTax
no first choiceagainst: Kintsugi, Numeral
GPT-5.4 miniAvalara AvaTax
Two alternativesSovos, Vertex
Avalara AvaTaxHeld
One alternativeVertex
Avalara AvaTax
Two alternativesSovos, Vertex
against: TaxJar
Vertex
Two alternativesSovos, Zamp
against: Avalara AvaTax
no first choiceagainst: ONESOURCE IDT Determination Original
Gemini 3.5 FlashVertex
Three alternativesAnrok, Avalara AvaTax, Sovos
VertexHeld
Three alternativesAnrok, Avalara AvaTax, Sovos
Vertex
Four alternativesAnrok, Avalara AvaTax, Sovos, Thomson Reuters ONESOURCE
Vertex
Three alternativesGalvix, Kintsugi, Sovos
against: Anrok, Avalara AvaTax
Anrok
Two alternativesSovos, Vertex
against: Avalara AvaTax
against: Anrok, Avalara AvaTax, Lemon Squeezy, Paddle, Quaderno, Sovos, Sphere, Stripe Tax, TaxCloud, TaxJar, Thomson Reuters ONESOURCE, Vertex
Perplexity SonarAvalara AvaTax
One alternativeVertex
VertexChanged
Two alternativesAvalara AvaTax, Sovos
Avalara AvaTax, Vertex
Two alternativesSovos, Thomson Reuters ONESOURCE
Taxwire
One alternativeAvalara AvaTax
against: Vertex
Avalara AvaTax, Thomson Reuters ONESOURCE, Vertexagainst: Anrok, Avalara AvaTax, Kintsugi, TaxCloud, TaxJar
Grok 4.1 FastAvalara AvaTax, Vertex
One alternativeSovos
against: TaxJar
Avalara AvaTax, VertexHeldagainst: CCH SureTax, TaxJar, Zampno first choiceVertex
One alternativeTaxwire
against: Anrok, Avalara AvaTax, Sovos, TaxJar
Avalara AvaTax
Three alternativesSovos, Vertex, Zamp
against: Avalara AvaTax, NetSuite, Oracle, Quaderno, SAP, TaxJar
Mistral SmallAvalara AvaTax
Two alternativesSovos, Vertex
Avalara AvaTax, VertexChangedVertex
Three alternativesAnrok, Avalara AvaTax, Fonoa
Vertex
One alternativeAvalara AvaTax
no first choiceagainst: Avalara AvaTax, Vertex
DeepSeek V4 FlashVertex
Two alternativesAvalara AvaTax, Sovos
against: TaxJar
Avalara AvaTax, VertexChanged
One alternativeThomson Reuters ONESOURCE
against: TaxJar
Avalara AvaTax
Five alternativesAnrok, Sovos, TaxJar, Vertex, Zamp
Zamp
One alternativeVertex
against: Avalara AvaTax
Vertex
Three alternativesAvalara AvaTax, Sovos, Thomson Reuters ONESOURCE
against: TaxJar
against: Anrok, Avalara AvaTax, Fonoa, Lappa, Sovos, TaxCloud, TaxJar, Thomson Reuters ONESOURCE
Llama 4 MaverickAvalara AvaTaxZampChanged
Three alternativesAvalara AvaTax, CCH SureTax, TaxConnex
no first choiceVertexAvalara AvaTax
One alternativeVertex
against: Avalara AvaTax, Sovos, Vertex
Qwen 3.7 FlashAvalara AvaTax
Two alternativesAnrok, Vertex
against: TaxJar
Avalara AvaTaxHeld
One alternativeVertex
Avalara AvaTax, Vertex
Two alternativesSovos, Thomson Reuters ONESOURCE
Taxwire
Two alternativesAvalara AvaTax, Vertex
against: Prophit.ai, Sphere, Stripe Tax, TaxJar
no first choiceagainst: Avalara AvaTax, Kintsugi, Lovat, Numeral, QuickBooks Sales Tax, Shopify Tax, TaxCloud, TaxJar, Thomson Reuters ONESOURCE, Vertex
Kimi K2Vertex
Two alternativesAvalara AvaTax, Sovos
VertexHeld
Two alternativesAvalara AvaTax, Sovos
Avalara AvaTax
Three alternativesSovos, Thomson Reuters ONESOURCE, Vertex
Numeral
Two alternativesThomson Reuters ONESOURCE, Vertex
against: Avalara AvaTax, Sovos, Stripe Tax
Vertex
Two alternativesAvalara AvaTax, Sovos
against: Avalara AvaTax, CCH SureTax, Quaderno, QuickBooks/TurboTax Sales Tax Features, Sovos, TaxCloud, TaxJar, Thomson Reuters ONESOURCE, Vertex
GLM 4.7 FlashXAvalara AvaTax
Three alternativesAnrok, Thomson Reuters ONESOURCE, Vertex
against: TaxCloud, TaxJar
Avalara AvaTaxHeld
Three alternativesThomson Reuters ONESOURCE, Vertex, Zamp
Avalara AvaTax
Four alternativesFonoa, Quadient, Thomson Reuters ONESOURCE, Vertex
Prophit.ai
Four alternativesAvalara AvaTax, TaxJar, Thomson Reuters ONESOURCE, Vertex
against: DAVO
no first choiceagainst: Avalara AvaTax, Vertex
MiniMax M2.5Avalara AvaTax, Vertexagainst: QuickBooks Sales TaxAvalara AvaTaxChanged
Three alternativesSovos, Thomson Reuters ONESOURCE, Vertex
Avalara AvaTax
Five alternativesAnrok, Sovos, TaxJar, Vertex, Zamp
Avalara AvaTax
Two alternativesTaxwire, Vertex
against: Prophit.ai
Avalara AvaTax
One alternativeBoomTax
against: TaxJar
Bold is the first choiceAlternatives are counted; the count opens them.What the answer argued against

05The record

One row per call: the version string exactly as returned, whether the model searched, sources cited, and latency. Full answer text is in the free responses file. Download the record
Seventy-two rows: every prompt, every model, every answer.
PromptModelVersion stringTime (UTC)SearchedSourcesLatency
Direct recommendationClaude Haiku 4.5claude-haiku-4-5-202510012026-09-17 19:22yes179 s
Direct recommendationGPT-5.4 minigpt-5.4-mini-2026-03-172026-09-17 19:49yes26 s
Direct recommendationGemini 3.5 Flashgemini-3.5-flash2026-09-17 18:16yes1823 s
Direct recommendationPerplexity Sonarsonar2026-09-17 18:36yes196 s
Direct recommendationGrok 4.1 Fastspacexai/grok-4.1-fast-non-reasoning via vertex2026-09-17 18:58yes3617 s
Direct recommendationMistral Smallmistral/mistral-small via mistral2026-09-17 18:22yes1310 s
Direct recommendationDeepSeek V4 Flashdeepseek/deepseek-v4-flash via fireworks2026-09-17 19:59yes1011 s
Direct recommendationLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-09-17 18:09yes52 s
Direct recommendationQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-09-17 18:29yes1039 s
Direct recommendationKimi K2moonshotai/kimi-k2 via novita2026-09-17 18:38yes1441 s
Direct recommendationGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-09-17 18:59yes1239 s
Direct recommendationMiniMax M2.5minimax/minimax-m2.5 via minimax2026-09-17 19:04yes1327 s
ParaphraseClaude Haiku 4.5claude-haiku-4-5-202510012026-09-17 19:07yes1610 s
ParaphraseGPT-5.4 minigpt-5.4-mini-2026-03-172026-09-17 20:38yes36 s
ParaphraseGemini 3.5 Flashgemini-3.5-flash2026-09-17 21:17yes1458 s
ParaphrasePerplexity Sonarsonar2026-09-17 19:42yes205 s
ParaphraseGrok 4.1 Fastspacexai/grok-4.1-fast-non-reasoning via vertex2026-09-17 18:24yes2216 s
ParaphraseMistral Smallmistral/mistral-small via mistral2026-09-17 18:05yes53 s
ParaphraseDeepSeek V4 Flashdeepseek/deepseek-v4-flash via fireworks2026-09-17 20:36yes1416 s
ParaphraseLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-09-17 19:24yes53 s
ParaphraseQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-09-17 21:05yes1023 s
ParaphraseKimi K2moonshotai/kimi-k2 via novita2026-09-17 20:44yes1017 s
ParaphraseGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-09-17 21:07yes1466 s
ParaphraseMiniMax M2.5minimax/minimax-m2.5 via minimax2026-09-17 17:57yes851 s
ComparativeClaude Haiku 4.5claude-haiku-4-5-202510012026-09-17 19:46yes99 s
ComparativeGPT-5.4 minigpt-5.4-mini-2026-03-172026-09-17 19:06yes37 s
ComparativeGemini 3.5 Flashgemini-3.5-flash2026-09-17 17:57yes1926 s
ComparativePerplexity Sonarsonar2026-09-17 18:41yes207 s
ComparativeGrok 4.1 Fastspacexai/grok-4.1-fast-non-reasoning via vertex2026-09-17 20:36yes3318 s
ComparativeMistral Smallmistral/mistral-small via mistral2026-09-17 18:22yes109 s
ComparativeDeepSeek V4 Flashdeepseek/deepseek-v4-flash via fireworks2026-09-17 20:38yes2423 s
ComparativeLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-09-17 20:52yes53 s
ComparativeQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-09-17 20:03yes1027 s
ComparativeKimi K2moonshotai/kimi-k2 via novita2026-09-17 20:43yes1939 s
ComparativeGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-09-17 17:55yes2596 s
ComparativeMiniMax M2.5minimax/minimax-m2.5 via minimax2026-09-17 20:35yes1624 s
Budget constrainedClaude Haiku 4.5claude-haiku-4-5-202510012026-09-17 18:38yes1410 s
Budget constrainedGPT-5.4 minigpt-5.4-mini-2026-03-172026-09-17 20:52yes36 s
Budget constrainedGemini 3.5 Flashgemini-3.5-flash2026-09-17 21:19yes1959 s
Budget constrainedPerplexity Sonarsonar2026-09-17 18:42yes205 s
Budget constrainedGrok 4.1 Fastspacexai/grok-4.1-fast-non-reasoning via vertex2026-09-17 20:57yes3822 s
Budget constrainedMistral Smallmistral/mistral-small via mistral2026-09-17 19:41yes55 s
Budget constrainedDeepSeek V4 Flashdeepseek/deepseek-v4-flash via fireworks2026-09-17 20:25yes2729 s
Budget constrainedLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-09-17 19:36yes52 s
Budget constrainedQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-09-17 20:13yes22168 s
Budget constrainedKimi K2moonshotai/kimi-k2 via novita2026-09-17 19:29yes2558 s
Budget constrainedGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-09-17 19:24yes1467 s
Budget constrainedMiniMax M2.5minimax/minimax-m2.5 via minimax2026-09-17 20:36yes1951 s
Scale constrainedClaude Haiku 4.5claude-haiku-4-5-202510012026-09-17 20:23yes1813 s
Scale constrainedGPT-5.4 minigpt-5.4-mini-2026-03-172026-09-17 20:28yes68 s
Scale constrainedGemini 3.5 Flashgemini-3.5-flash2026-09-17 19:01yes626 s
Scale constrainedPerplexity Sonarsonar2026-09-17 21:01yes2011 s
Scale constrainedGrok 4.1 Fastspacexai/grok-4.1-fast-non-reasoning via vertex2026-09-17 18:52yes2014 s
Scale constrainedMistral Smallmistral/mistral-small via mistral2026-09-17 20:16no08 s
Scale constrainedDeepSeek V4 Flashdeepseek/deepseek-v4-flash via fireworks2026-09-17 20:07yes2023 s
Scale constrainedLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-09-17 18:47yes53 s
Scale constrainedQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-09-17 18:04no038 s
Scale constrainedKimi K2moonshotai/kimi-k2 via novita2026-09-17 20:13yes2349 s
Scale constrainedGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-09-17 20:28yes2073 s
Scale constrainedMiniMax M2.5minimax/minimax-m2.5 via minimax2026-09-17 20:58yes530 s
Negative framingClaude Haiku 4.5claude-haiku-4-5-202510012026-09-17 18:34yes1711 s
Negative framingGPT-5.4 minigpt-5.4-mini-2026-03-172026-09-17 19:45yes48 s
Negative framingGemini 3.5 Flashgemini-3.5-flash2026-09-17 18:42yes926 s
Negative framingPerplexity Sonarsonar2026-09-17 18:46yes206 s
Negative framingGrok 4.1 Fastspacexai/grok-4.1-fast-non-reasoning via vertex2026-09-17 18:20yes2918 s
Negative framingMistral Smallmistral/mistral-small via mistral2026-09-17 19:11yes56 s
Negative framingDeepSeek V4 Flashdeepseek/deepseek-v4-flash via deepinfra2026-09-17 19:43yes2867 s
Negative framingLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-09-17 21:00yes53 s
Negative framingQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-09-17 18:38yes547 s
Negative framingKimi K2moonshotai/kimi-k2 via novita2026-09-17 20:16yes2136 s
Negative framingGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-09-17 20:29yes21113 s
Negative framingMiniMax M2.5minimax/minimax-m2.5 via minimax2026-09-17 19:28yes2552 s

Normalization in this category

Every judgment call made between the raw labels and the numbers above, listed so it is visible and reversible.

Category-scoped readings
Avalara read as Avalara AvaTax
Avalara (AvaTax / Avalara for Enterprise) read as Avalara AvaTax
Avalara (AvaTax Enterprise & CertCapture) read as Avalara AvaTax
Avalara (AvaTax) read as Avalara AvaTax
Avalara (Avalara AvaTax / Avalara Platform) read as Avalara AvaTax
DAVO Sales Tax read as DAVO
ONESOURCE (Thomson Reuters) read as Thomson Reuters ONESOURCE
Quadient Taxware read as Quadient
QuickBooks read as QuickBooks Sales Tax
Shopify read as Shopify Tax
Thomson Reuters read as Thomson Reuters ONESOURCE
Thomson Reuters (ONESOURCE) read as Thomson Reuters ONESOURCE
Vertex O Series read as Vertex
Wolters Kluwer CCH SureTax read as CCH SureTax
Unresolved, counted raw
Lappa
ONESOURCE IDT Determination Original
QuickBooks/TurboTax Sales Tax Features
Discontinued, still offered
No shut-down product was recommended here.
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