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StateScope Nexus & Apportion AI

Determine where you owe and how much—fast. Instantly assess state nexus, auto-apply sourcing and apportionment rules, and generate audit-ready outputs. Connect your ERP to monitor thresholds in real time and eliminate spreadsheet risk.

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Capabilities that power compliance and planning

Inside StateScope Nexus & Apportion AI

Always‑On Nexus Intelligence

Continuously tracks economic and physical nexus thresholds across states and locals—sales, transactions, payroll, property, affiliate/click‑through—updating a live filing matrix. Sends authoritative alerts with citations and preserves an audit‑ready trail and change log.

Apportion AI Rules Engine

Calculates apportionment using UDITPA and state‑specific rules: single‑sales or three‑factor, throwback/throwout, Joyce vs. Finnigan, and market vs. cost‑of‑performance sourcing. Auto‑classifies revenue streams, applies industry exceptions, and outputs factors, workpapers, and supporting schedules.

Close Acceleration & What‑If

Automates period‑close workflows with approvals and version control for policies and factors. Run what‑if scenarios to preview nexus changes, ETR impacts, and registration needs before quarter‑end—then one‑click publish to the filing matrix and audit binder.

Simple Pricing

Flexible pricing to match any budget or team size.

Starting at

$From $1,250per month

14-day pilot included

What’s included

  • Real-time multi-state nexus monitoring with alerts and historical change tracking
  • Automated apportionment: sales/payroll/property factors, throwback/throwout, special weighting by state
  • AI briefs: plain-language summaries of new laws/guidance with risk scoring and action checklists
  • Scenario modeling: forecast footprint, exposure, and effective state tax rate impacts
  • Data integrations: NetSuite, QuickBooks, Workday, ADP, Stripe, Shopify, Salesforce + CSV/SFTP
  • Audit-ready workpapers: factor rollforwards, reconciliations, and cited sources
  • Multi-entity and consolidated reporting with version control
  • Enterprise controls: role-based access, SSO, and audit logs
  • Open API and webhooks for data sync and custom workflows
  • White-glove onboarding, dedicated CSM, and 99.9% uptime SLA
  • Plan tiers: Essentials (1 entity, up to 5 states), Growth (up to 5 entities, 25 states), Enterprise (unlimited; custom models)

Frequently asked questions

Cut SALT risk. File with confidence.

Continuously track nexus exposure, compute apportionment accurately across states, and produce filing-ready workpapers—without manual wrangling.

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