Vertex posts investor deck on intelligent compliance platform for global transaction tax and e-invoicing automation

Vertex, Inc. Class A

Vertex, Inc. Class A

VERX

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  • Vertex outlined its enterprise tax-compliance platform strategy, centered on automated tax determination and e-invoicing infrastructure embedded in live transaction flows.
  • Total revenue of USD 748 million in FY2025; ARR of USD 687 million in Q1 2026; subscription revenue at 85%.
  • Customer metrics highlighted 95% gross retention rate in Q1 2026; more than 60% of the Fortune 500 as customers; 4,895 direct customers.
  • Positioned e-invoicing as a key growth driver, citing a USD 7 billion total addressable market and 70+ countries with mandates implemented or announced.
  • AI roadmap emphasized LLM-based Smart Categorization, described as commercially available since 2025 with multiple six-figure enterprise deals.


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