AUTONOMOUS FINANCE
Tax and Compliance Assistant
Elevate tax and compliance from a reactive, high-effort operation into an AI-driven system that automates and adapts to changing regulations.
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Overview
The Tax and Compliance Assistant continuously monitors and adapts to the regulatory environment, automating setup and local processes across direct and indirect tax calculations, e-invoicing, statutory reporting, and payments. By replacing periodic, manual tasks with an intelligent, always-on system that detects errors and anomalies early, the assistant reduces operational effort, minimises compliance risk, and frees finance and IT teams to focus on strategic priorities.
Tasks this assistant can help with:
- Translating business intentions into actions
- Real-time monitoring of legal changes for regulatory e-invoicing and tax reporting, impact orchestration, and notification to stakeholders
- Detecting anomalies in tax data, generating trend analyses, and recommending corrective actions
- Establishing tax-relevant processes with minimal human intervention
- Monitoring and notification
Example use cases for this assistant:
- Regulatory change detection, impact analysis, stakeholder notification, and guided configuration workflow orchestration
- E-invoicing error classification, integration issue resolution, and master data correction guidance
- VAT and statutory report analysis, anomaly detection, and recommended action generation
- Customer extension reconciliation with SAP updates and report-specific data mapping
- Automation of bill of exchange processing and exception handling
- Country-specific tax rule interpretation, condition record generation, and master data update automation
Benefits
Continuous compliance
Stay aligned with regulatory requirements by automating legal updates and day-to-day processes.
Agile business growth
Adapt to changing regulations without business disruption by using a global integrated solution for local compliance.
Operational excellence
Accelerate error correction while delivering more incisive analysis that highlights risks early and keeps your business protected.
Auditability at scale
Remain compliant with built-in traceability and controls that detect issues early and reduce compliance risks.
Agents used by this assistant
Use the Tax and Compliance assistant to orchestrate specialised AI agents, including Joule Agents that apply SAP’s process expertise or custom agents you create.
Legal Change Agent
Provides information on the forthcoming regulatory changes, such as a concise legal summary, affected SAP products, compliance deadlines, and solution summary.
Localisation Extensibility Agent
Merges customer extensions when SAP releases new statutory report versions, reducing manual effort.
Regulatory Document Mapping Explainer Agent
Explains field-level mappings between source data, SAP documents, and e-invoicing or statutory reporting formats.
E-Invoicing Setup Agent
Turns legal requirements into guided configuration workflows, auto-filling integration parameters and mapping rules.
E-Invoicing Submission Error Resolution Agent
Categorises e-invoicing submission errors, autonomously resolves integration issues, and guides master data corrections.
Statutory Report Analysis Agent
Performs analytics on VAT and statutory reports, highlights anomalies, and recommends corrective actions that users can approve in context.
Bill of Exchange Agent
Extracts, maps, posts incoming bills of exchange, and recommends optimal financing actions.
Tax Configuration Agent
Interprets country-specific tax rules, identifies gaps, and automatically generates condition records and master data updates, reducing configuration effort.
Tax Filing Agent
Recommends tax codes, partner functions, and tax treatment explanations, and flags inconsistencies and compliance risks.
Tax Classification Agent
Determines VAT deductibility based on material usage patterns and jurisdiction rules, reducing manual effort.
Direct Tax Agent
Enables users to manage direct tax tasks, from entity onboarding to reporting, across IFRS, BEPS Pillar 2, and transfer pricing.
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Advance your tax and compliance
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