Exactera and L3i Partner to Bring AI-Native Sales and Use Tax Advisory to CPA Firms
Transaction-level analysis paired with credentialed tax review, delivered under Exactera's Compliance-Grade AI standard
Exactera, a corporate tax advisory firm, and L3i, Inc., an AI-native sales-and-use-tax (SUT) platform, today announced a strategic partnership pairing L3i's purpose-built SUT technology with Exactera's tax domain expertise and a global client base of multinationals and CPA firms. The partnership supports a range of SUT Advisory services, including nexus analysis, exposure quantification, product taxability, and audit defense. All are delivered under Exactera's Compliance-Grade AI standard. Every position traces to controlling authority and is verified by a credentialed tax professional.
Much of the work in sales and use tax is manual review of transaction data. The L3i platform handles that review, giving advisory teams full visibility into a client's sales and use tax activity rather than a sample of it. As tax professionals use the platform, it learns from the decisions they make. Each user's judgement is captured, transforming individual knowledge into teamwide shared capability. The platform moves advisory time from low-value data preparation to high-value judgment and client work.
"Sales and use tax should not require a week of manual work or the guesswork of sampling," said Robert Schulte, CEO, Exactera. "L3i's platform is AI-powered, human-led and verified, and outcome-driven. It does the work that scales, so taxpayers get audit-defensible results."
"The gap between what a general-purpose AI tool can do and what tax advisors need is enormous," said Garik Kosai, CEO, L3i. "Exactera brings domain expertise, trusted relationships, and judgment. We bring the engineering to handle 100% of transactions across every jurisdiction. Together, that is audit-ready by design."
About Exactera
Corporate tax advisory firm serving multinationals across transfer pricing, specialty incentives, indirect tax, and cost segregation. More than 200+ CPA firms use its RoyaltyStat platform for royalty-rate benchmarking. Exactera is headquartered in the United States and backed by leading institutional investors.
About L3i
AI-native platform for sales-and-use-tax advisory. Analyzes 100% of transactions at Level-3 data depth across 10,000+ jurisdictions with domain-trained ML models and human-in-the-loop workflows.