Avalara, a global leader in tax and compliance solutions, has unveiled Avi, the world’s first AI-powered workforce for tax and compliance automation. This new development represents a major step toward a future where businesses can automate complex compliance tasks while retaining complete visibility and control. Avi and its network of intelligent AI agents are designed to work with humans, executing tax and compliance processes autonomously but always under human supervision.
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Built on Avalara’s Agentic Tax and Compliance platform, Avi reflects a simple yet powerful principle: automation should never mean losing control. Each AI agent operates within built-in checkpoints that require human review and approval before any compliance action is finalized. This ensures that enterprises maintain full command over every step of their tax and compliance operations, from filings and registrations to audit reporting.
Security is at the core of Avalara’s innovation. Every AI agent functions within Avalara’s established and trusted security perimeter, using robust authentication, encryption, and data governance frameworks. This guarantees that the same level of protection Avalara is known for extends seamlessly into this new era of AI-driven automation.
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Avi serves as the orchestrator of Avalara’s intelligent agent network, coordinating specialized AI systems that handle all essential compliance functions. These include tax determination and filing, exemption certificate validation, business registration, property tax preparation, cross-border trade compliance, and audit-ready reporting. The agents can ingest transaction data, apply tax rules, calculate rates, generate returns, and even file them securely once human approval is granted. Beyond that, they can validate exemption certificates against official registries, classify goods under harmonized system codes, determine tariffs, and check trade restrictions.
The system also extends to registration and property tax management, where AI agents prepare and file registration documents, classify assets, and generate property tax returns with exceptional accuracy. For enterprises dealing with global operations, Avalara’s agents handle e-invoicing and live reporting by directly connecting to government-certified endpoints to ensure every transaction is validated, compliant, and audit-ready before being sent.
Avalara’s AI agents further assist with notice management by automating the classification, routing, and tracking of tax authority notices, reducing penalties and ensuring faster resolution times. Meanwhile, reporting agents continuously generate reconciled, easy-to-understand, auditor-ready reports with deep insights that connect every figure to its source transaction. Research agents add another layer of intelligence by scanning primary tax sources, summarizing laws, rules, and updates with verifiable citations for complete transparency.
What makes Avi truly transformative is its human-guided AI execution model. When a user assigns a task, Avi breaks it down into manageable steps, delegates them to the appropriate AI agents, and oversees the entire process with constant visibility. For instance, when preparing a tax return, Avi collects and validates data, applies local rules, generates the draft return, and submits it for human review. Only after the user’s approval does Avi proceed with filing, verifying confirmations, and reconciling the records—all while maintaining an audit-ready trail.
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This collaboration between autonomous execution and human oversight defines Avalara’s approach to intelligent automation. As CEO Scott McFarlane explains, “Our customers have trusted us to protect their data and compliance processes for decades, and Avalara’s new AI agents operate within that same secure and auditable framework.”
With Avi, Avalara is setting a new benchmark for AI in tax and compliance, bringing together precision, security, and human judgment. The launch of this agentic AI network marks a significant leap toward the future of automated compliance—one where enterprises can let their tax operations run automatically, confidently, and securely, without ever losing control.
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