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 task with an intelligent, always-on system that detects errors and anomalies early, the assistant reduces operational effort, minimizes compliance risk, and frees finance and IT teams to focus on strategic priorities.
Tasks this assistant can help with:
- Translating business intents into actions
- Monitoring of legal changes in real time for regulatory e-invoicing and tax reporting, impact orchestration, and notification to stakeholders
- Sensing anomalies in tax data, generating trend analysis, and recommending corrective actions
- Setting up 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
- Bill-of-exchange processing automation 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 sharper analysis that spotlights risks early and keeps your business protected.
Auditability at scale
Stay 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 specialized AI agents, including Joule Agents that apply SAP’s process expertise or custom agents you create.
Legal Change Agent
Provides information on the upcoming regulatory changes, such as a concise legal summary, affected SAP products, compliance deadlines, and solution summary.
Localization Extensibility Agent
Merges customer extensions when SAP releases new statutory report versions, reducing manual work.
Regulatory Document Mapping Explanation 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
Categorizes e-invoicing submission errors, autonomously resolves integration issues, and guides master data corrections.
Statutory Report Analysis Agent
Runs analytics on VAT and statutory reports, flags anomalies, and recommends corrective actions 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 auto-generates condition records and master data updates, reducing configuration effort.
Tax Posting 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
Empowers users to manage direct tax tasks, from entity onboarding to reporting, across IFRS, BEPS Pillar 2, and transfer pricing.
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Move your tax and compliance forward
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