Company Overview
About Exactera
Exactera is a Tampa, Florida-based tax technology company founded in 2017 (initially as Sureprep / rebranded as Exactera after acquisitions) that provides AI-powered software for complex corporate tax compliance. The company focuses on three high-complexity tax disciplines: transfer pricing (documenting and benchmarking intercompany transactions between related entities in different countries), R&D tax credits (identifying and quantifying qualifying research expenditures for federal and state credits), and tax provision (computing and disclosing deferred tax positions for financial statement purposes under ASC 740 / IAS 12).
Business Model & Competitive Advantage
Exactera's platform uses artificial intelligence and machine learning to automate tasks that have traditionally required extensive manual work by tax professionals: benchmarking intercompany transactions against comparable market data, building transfer pricing documentation packages that meet OECD and country-specific requirements, screening R&D activities for credit qualification, and computing provision calculations across complex entity structures. The software integrates with ERP systems (SAP, Oracle, NetSuite) and general ledger data to pull financial information directly, reducing manual data entry and reconciliation effort.
Competitive Landscape 2025–2026
The company raised over $100M in funding, including a significant investment from Vista Equity Partners — a private equity firm specializing in enterprise software businesses — which provided capital for product development, acquisitions, and go-to-market expansion. Exactera serves multinational corporations, mid-market companies, and tax advisory firms that manage compliance across multiple jurisdictions. It competes with Thomson Reuters ONESOURCE, Vertex, and Corptax in the corporate tax software market, as well as with the internal practices of the Big Four accounting firms that build custom transfer pricing solutions for large clients.
Frequently Asked Questions
Estimated Visibility Trend (Beta)
Simulated 8-week rolling score
Based on estimated brand signals. Historical tracking coming soon.
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