New: Apportion AI v2

StateScope Nexus & Apportion AI

Pinpoint state nexus, automate revenue apportionment, and ship audit‑ready workpapers in minutes. Real‑time thresholds, rule-aware sourcing, and scenario modeling—so tax and finance teams move fast with confidence.

Operational tooling for SALT teams

StateScope Nexus & Apportion AI — from exposure detection to precise apportionment

Continuous Nexus Radar

Real-time monitoring of economic and physical nexus across states and localities. Maps sales, transactions, payroll, and property to Wayfair-style thresholds, applies P.L. 86-272 guardrails, and auto-updates as rules change—delivering proactive alerts and exposure deltas.

Rule-aware Apportionment Engine

Automates receipts (sales), payroll, and property factor calculations with market-based vs. cost-of-performance sourcing, throwback/throwout, industry overrides, and combined/unitary group support. Produces state schedules and audit-ready workpapers with full data lineage.

Variance Drilldowns and What‑Ifs

Drill to transaction-level drivers for factor bridges and book-to-return reconciliations. Model nexus entry/exit, sourcing method changes, and entity moves before filing. Export evidence packs and maintain controls traceability for audit readiness.

Simple Pricing

Flexible pricing to match any budget or team size.

Starting at

$Customper organization

2–4 week pilot and ROI assessment available

What’s included

  • Nexus monitoring across all U.S. states and key local thresholds with proactive alerts
  • Automated apportionment engine (sales, payroll, property factors; market/Cost-of-Performance; throwback/throwout)
  • Configurable rules for industry nuances, sourcing overrides, safe harbors, and special elections
  • Audit-ready evidence: source lineage, change logs, rule snapshots, and exportable workpapers
  • Scenario modeling: forecast exposure, expansion planning, and tax sensitivity analysis
  • Integrations for ERP and data (e.g., NetSuite, SAP, Dynamics, Snowflake, BigQuery), plus e‑commerce connectors
  • Multi-entity, multi-state support with consolidated and separate-company reporting
  • Role-based access control, SSO (SAML/OIDC), SOC 2 Type II controls, and field-level permissions
  • API and webhooks for automated workflows; secure data ingestion pipelines
  • Exports: apportionment schedules, nexus maps, journal-ready entries, and custom reporting
  • White-glove onboarding, dedicated CSM, and 99.9% uptime SLA
  • Plan guidance: Starter (Nexus Monitor) for emerging teams; Growth (Apportion AI) for automated filings; Enterprise Suite for complex, multi-entity operations

Frequently asked questions

Know your nexus. Nail your apportionment.

Run a free exposure scan, see risk by state, and export schedules your auditor will love. Cut compliance time by up to 70% and prevent costly surprises.