Finance AI Index
Index Vendors › Vertex · September 2026 Edition
3 categories · Ranked

Vertex

192Judge labels
28First choices
36Negative labels
12 of 12Models named it
3Categories
September 2026 Edition. Every number here is derived from the raw labels under vendor table vv2026-09.2, every buyer segment counted.
Best standing
38% in Sales tax automation for enterprise buyers
Rank 17 of 98 in the mid-market standingcriticized challenger
0 of 12 models made it the first choice on the direct prompt; 40% of its 10 labels there were negative.
By buyer segmentRead the same way at every buyer size.
In corporate tax provision · 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 rateLabelsQuadrant
Corporate tax provisionTax and compliance2%17 of 9840%10criticized challenger
Sales tax automationTax and compliance0%7 of 389%35accepted challenger
Global e-invoicing complianceTax and compliance0%23 of 10817%12accepted challenger

Movement

This is the first edition on this tier, so no move can be computed for Vertex yet. From the next edition this section shows, per buyer segment, whether its share moved by more than the measured noise floor.

By model

How each model treated Vertex across every prompt where it was named for a mid-market B2B company. Twelve models, six prompts per category.
ModelFirst choiceAlternativeMentionNegativeLabels
Claude Haiku 4.500101
GPT-5.4 mini05128
Gemini 3.5 Flash02114
Perplexity Sonar01102
Grok 4.1 Fast03227
Mistral Small02204
DeepSeek V4 Flash15219
Llama 4 Maverick00202
Qwen 3.7 Flash03104
Kimi K202226
GLM 4.7 FlashX22105
MiniMax M2.503115

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
Direct38 labels5
Paraphrase46 labels15
Comparative41 labels6not counted in share
Budget-constrained23 labels5
Scale-constrained26 labels3
Negative18 labels3not counted in share
First choiceAlternativeMentionNegative192 labels in all, every segment counted; 28 of the 37 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.

“Need global tax & e-invoicing compliance across many jurisdictions? → Sovos, Vertex, or Pagero” DeepSeek V4 Flash · Global e-invoicing compl · comparative prompt · first choice
“use reputable, integrated solutions (like Avalara, Vertex, TaxJar, or Anrok)” GLM 4.7 FlashX · Sales tax automation · negative prompt · first choice
“Corporate income tax (direct tax) | Thomson Reuters ONESOURCE or Vertex” GLM 4.7 FlashX · Corporate tax provision · paraphrase prompt · first choice
“Vertex is the preferred enterprise option ... Limitation: Highly complex, expensive, and overkill for a standard lower-to-mid-market company.” Gemini 3.5 Flash · Sales tax automation · direct prompt · alternative

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.

“Enterprise-focused, indirect tax only (no provision)” Kimi K2 · Corporate tax provision · budget prompt · hard negative
“consider Vertex for indirect tax, but it is not the clearest provision-first choice from the sources I found” GPT-5.4 mini · Corporate tax provision · direct prompt · soft negative
“but those are generally more enterprise-oriented and not the best fit for a limited budget” GPT-5.4 mini · Global e-invoicing compl · budget prompt · soft negative
“Vertex is for large SAP/Oracle enterprises (usually overkill/costly for mid-market)” DeepSeek V4 Flash · Global e-invoicing compl · direct prompt · soft negative

Named alongside

The products named in the same answers as Vertex, over the 192 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.
ProductSame answerTook the first choice insteadHead to head
Avalara AvaTax121 of 19240Not in the top three
Sovos94 of 1929Not in the top three
TaxJar77 of 19213Not in the top three
Thomson Reuters ONESOURCE54 of 1924Not in the top three
Anrok47 of 1924Not in the top three
TaxCloud34 of 1924Not in the top three
Avalara32 of 1927Not in the top three
Zamp28 of 1922Not in the top three
Stripe Tax26 of 1920Not in the top three
Pagero17 of 1923Not in the top three
A head-to-head page exists where both products are in a category's top three. 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, four of the twelve in this edition, so these counts come from 163 of the 192 answers that named Vertex and are not a share of its labels.

Domains cited

avalara.com78
taxcloud.com74
learn.g2.com72
guideflow.com68
worldmetrics.org65
zamp.com57
galvix.com51
taxwire.com50
g2.com47
techrepublic.com47

609 of the 609 domain citations in answers naming Vertex came from somebody else's page.

Pages cited

Pages are listed as the models cited them.

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 E-Invoicing 2Avalara/Vertex 1
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.

It does not get any change to labels, shares or verdicts, any preview, or any say over which quotes appear. A verification link goes to your work email; an address at vertexinc.com is approved on the spot, any other address is reviewed by hand.

Your name and company appear on the claimed page, or the company alone if you ask below. A title and a LinkedIn address appear there too if you give them, and are left off if you do not. Your email address is never published.