Exactera
- Company typePrivate
- Founded2016
- HeadquartersTarrytown, United States
- Headcount101–250
- GTM typeB2B
- OfferingSoftware
Exactera firmographics
Firmographics- Name
- Exactera
- Website
- https://exactera.com
- Company type
- Private
- Founded year
- 2016
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Ownership category
- akta.pro rank
Where Exactera is headquartered
LocationHeadquarters
- HQ city
- Tarrytown
- HQ country
- United States
- HQ region
- North America
Offices11 records
Markets served
Exactera business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Revenue model
- Transfer Pricing Software Licensing: Annual subscription licenses for Exactera Transfer Pricing software with features including localized report models, benchmarking analysis, master file documentation, and support options. Pricing starts at $15,400 USD annually.
- R&D Tax Credit Services and Software: Combined technology and expert services for R&D tax credit calculation and documentation. Includes cloud-based repository, credit computation, functional interviews, and advisory support. Pricing starts at $15,000 USD annually.
- RoyaltyStat Database Access: Licensed access to comprehensive royalty rates and license agreement database for transfer pricing and IP valuation analysis. Used by accounting firms, law firms, Fortune 500 multinationals, and tax authorities worldwide.
- Professional Services - Transfer Pricing: Expert-driven services for transfer pricing documentation, planning analysis, value chain analysis, and audit support delivered alongside technology platform
- Indirect Tax Services: Sales and use tax advisory services including nexus studies, exposure analysis, VDA programs, audit defense, and M&A contingent tax liability assessment on a fixed-fee basis
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Exactera Transfer Pricing - Annual License |
| Subscription | Annual | R&D Tax Credits - Annual License |
| Subscription | Annual | Canada SR&ED Tax Credits |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels7 records
Exactera product offering
Product offeringCore offering
Exactera is an AI-powered corporate tax compliance platform that delivers transfer pricing documentation, benchmarking, and R&D tax credit services alongside expert professional guidance. The company combines proprietary software—including Exactera Transfer Pricing, ExactMatch, ExactReport, and the RoyaltyStat royalty rate database—with fixed-fee services for multinational corporations and advisory firms across 30+ countries.
Product overview
Exactera is a technology-driven tax compliance platform offering AI-powered software and expert services. The core product portfolio includes Exactera Transfer Pricing (automated transfer pricing documentation), RoyaltyStat (royalty rate database), Exactera R&D Tax Credits (federal, state, Puerto Rico, and Canada variants), and Exactera Indirect Tax. Supporting modules include ExactMatch (AI benchmarking search), ExactReport (Word documentation assistant), and Exactera Tax Provision. The platform combines compliance-grade AI with expert guidance across the full tax lifecycle from planning through audit.
Differentiator
Problem solved
Functional benefit
Brands
- RoyaltyStat: A comprehensive database of license and service agreements enabling firms to establish arm's length royalty rates. RoyaltyStat is Exactera's royalty rate and license-agreement database serving transfer pricing, finance, and intellectual property professionals for over 26 years.
- ExactMatch
- Exactera Transfer Pricing
- ExactReport
Products and services
- Exactera Transfer Pricing An automated solution for generating localized transfer pricing reports at scale for every jurisdiction, pairing compliance-grade AI, proprietary data, and transfer pricing experts to design, support, and document defensible positions from planning through audit. Designed for multinational corporations and service providers.
- RoyaltyStat A comprehensive database of license and service agreements with over 35,000 royalty rate entries, enabling firms to establish arm's length royalty rates for transfer pricing and IP valuation analysis. Licensed on subscription to accounting firms, law firms, Fortune 500 multinationals, and tax authorities worldwide.
- ExactMatch An AI-powered transfer pricing comp-search tool enabling service providers to deliver instant, reliable local benchmarks by comparing functional profile to functional profile to produce defensible arm's-length ranges without costly third-party database licenses.
- ExactReport An AI-driven Transfer Pricing Documentation Assistant integrated into Microsoft Word that automates the generation of transfer pricing documentation, reducing documentation time and improving report defensibility across jurisdictions.
- Exactera R&D Tax Credits (US) Expert-led, technology-enabled services to maximize R&D tax credits in the US, combining purpose-built software with R&D tax credit specialists to capture data, build defensible documentation, and support federal and state claims. Starting at $15,000 USD annually.
- Exactera R&D Tax Credits - Puerto Rico Specialized R&D tax credit services for Puerto Rico, navigating the island's unique requirements up to 50% of qualifying R&D expenses, with filing to DEDC specifications.
- Exactera R&D Tax Credits - Canada (SR&ED) R&D tax credit services for Canada's SR&ED program, supporting claims up to 68% for CCPCs and 45% for non-Canadian-controlled companies, with filing to CRA specifications under a transparent contingency fee structure.
- Exactera Indirect Tax Sales and use tax advisory services for companies with U.S. and Canadian economic nexus, including nexus studies, exposure analysis, voluntary disclosure agreements, audit defense, M&A contingent tax liability assessment, and continuous monitoring on a fixed-fee basis.
- Exactera Tax Provision Software platform for tax provision calculations and compliance management.
Quantifiable outcome
- Up to 67% reduction in global transfer pricing costs
- +5 more outcomes
Companies that use Exactera
Customer profileNamed customers5 records
Segments5 records
Ideal customer profiles5 records
Exactera technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration2 records
AI capability5 records
Feature8 records
Exactera partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- RoyaltyStatcoreRoyaltyStat is Exactera's proprietary royalty rate and license-agreement database, used for intangible property, IP licensing, and intercompany financing analyses. The database has been curated for over 26 years and contains 35,295+ sales-based royalty rate agreements, serving as an integrated data source for Exactera's benchmarking capabilities.
Scale indicators13 records
Recent moves7 records
Expansion highlights6 records
Exactera competitors and assessment
Company assessmentDirect peers
- Avalara: Avalara is a leading cloud-based tax compliance platform, particularly strong in sales/use tax (indirect tax). CEO Robert Schulte previously founded Taxcient which merged with Avalara, and CRO Gerry Praysman was Chief of Staff for Global Sales at Avalara. Direct peer in tax compliance SaaS for businesses.
- Longview Tax (insightsoftware): Longview is a direct competitor in transfer pricing and tax provision software, now part of insightsoftware. Targets similar multinational and Big Four segments with comparable technology-enabled tax compliance capabilities.
- Vertex: Vertex is a direct competitor in indirect tax (sales/use tax/VAT) compliance software, serving similar enterprise and mid-market customers with comparable cloud-based solutions. Particularly relevant given Exactera's Indirect Tax offering.
Broad incumbents
- ONESOURCE (Thomson Reuters): ONESOURCE is the broad incumbent in corporate tax technology, offering transfer pricing, tax provision, and indirect tax solutions. A much larger player serving Big Four firms and large multinationals with a portfolio approach.
- CCH (Wolters Kluwer): CCH is a broad incumbent in tax compliance and research software for tax professionals. Offers transfer pricing documentation and broader tax workflow tools as part of a wider portfolio serving accounting firms and corporate tax departments.
- PwC Transfer Pricing: PwC is one of the Big Four advisory firms with a global transfer pricing practice. Exactera explicitly positions itself as an alternative to Big Four fees; GM Josh Fattore came from PwC's R&D tax credit practice.
- EY Transfer Pricing: EY is one of the Big Four advisory firms with a major global transfer pricing and international tax practice. Represents both a competitor and a potential partner channel for Exactera's technology.
Emerging players
- Kroll (Duff & Phelps) Transfer Pricing: Kroll's transfer pricing practice provides valuation, consulting, and documentation services. Competes with Exactera for enterprise transfer pricing engagements while being a more specialized alternative to Big Four advisory.
- BDO Transfer Pricing: BDO is a top-tier global accounting firm with a strong transfer pricing practice that competes for mid-market and enterprise engagements. More technology-forward than Big Four but smaller scale than Exactera in some areas.
Others
- Bloomberg Tax: Bloomberg Tax provides corporate tax technology, research, and compliance solutions serving tax departments and accounting firms. An adjacent incumbent whose broader tax workflow tools complement or compete with select Exactera capabilities.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks5 records
Key highlights7 records
Customer concentration
Exactera social profiles
Digital presenceExactera compliance and trust
Trust signalCompliance4 records
Exactera financial estimates
Financial estimateRevenue estimate
Valuation estimate
Exactera leadership team
Management profileNumber of profiles
Profiles12 records
Exactera funding detail
Funding detailFunding overview
Funding rounds4 records
Investors3 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Exactera M&A and investment
M&A and investmentM&A1 record
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Exactera
What does Exactera do?
Exactera is an AI-powered corporate tax compliance platform that delivers transfer pricing documentation, benchmarking, and R&D tax credit services alongside expert professional guidance. The company combines proprietary software—including Exactera Transfer Pricing, ExactMatch, ExactReport, and the RoyaltyStat royalty rate database—with fixed-fee services for multinational corporations and advisory firms across 30+ countries.
Is Exactera a public or private company?
Exactera is a private company. It is classified as venture growth investor backed and is currently operating.
When was Exactera founded?
Exactera was founded in 2016. It employs 101 to 250 people.
Where is Exactera based?
Exactera is headquartered in Tarrytown, United States, in the North America region.
How does Exactera make money?
Five revenue lines are on record. Transfer Pricing Software Licensing is the primary driver. The others are R&D Tax Credit Services and Software, royaltyStat Database Access, professional Services - Transfer Pricing and indirect Tax Services.
Who are Exactera's main competitors?
Direct peers on record are Avalara, Longview Tax (insightsoftware) and Vertex. Broad incumbents are ONESOURCE (Thomson Reuters), CCH (Wolters Kluwer), PwC Transfer Pricing and EY Transfer Pricing. Emerging players are Kroll (Duff & Phelps) Transfer Pricing and BDO Transfer Pricing. Bloomberg Tax is listed as an others.
Does Exactera have an API?
No public API is recorded for Exactera.