What Addvisor Group does

Addvisor Group is a Barueri, Brazil-based private company founded in 2004 that builds software and provides services for the automation of fiscal, financial, and logistics processes, primarily for organizations operating enterprise ERPs in Latin America. The company serves two distinct customer segments with two core platforms: AddTax, an enterprise-grade automation and orchestration platform with native SAP (ECC and S/4HANA) integration via a proprietary ABAP add-on, plus API-based integration with Oracle Fusion/NetSuite, TOTVS Protheus, and Microsoft Dynamics, targeted at large and medium enterprises; and SmartDocX, a 100% cloud platform aimed at SMEs and companies handling controlled products/substances. An add-on module, AddDOC-e, extends the AddTax ecosystem to non-fiscal document automation (invoices, bills, utility bills, receipts).

The underlying technology combines OCR, RPA, REST/SOAP APIs, and ABAP-based add-ons to capture, validate, reconcile, and archive electronic fiscal documents (NF-e, NFS-e, CT-e, MDF-e, NFCom, NF3-e) and SPED files, with automated tax calculation (ICMS, IPI, PIS, COFINS, ISS), MIGO/MIRO automation, three-way matching, and a real-time fiscal cockpit. The AddTax platform claims parameterized coverage of more than 5,000 Brazilian municipalities and operates document flows across 20+ countries, supported by an in-house business rules engine and automated compliance and audit trail capabilities. Customer-reported outcomes include 100% fiscal document capture and validation, 92% reduction in fines and fraud, 85% operational cost reduction, and 83% team productivity gains.

Addvisor makes money through a mix of recurring enterprise software licensing and SaaS subscriptions (AddTax for enterprises, SmartDocX for SMEs), professional services and consulting (Addvisor Consulting — SAP process mapping, ERP selection and implementation), and outsourcing of fiscal processes. Pricing is quote-based and not publicly disclosed. Go-to-market is direct enterprise field sales targeting large, medium, and small enterprises in Brazil and Latin America, supplemented by content marketing (blog, AddNews newsletter), social media (LinkedIn, Instagram, YouTube), and event presence at ASUG Brasil conferences. Named enterprise customers include Votorantim Industrial, DHB Componentes Automotivos, Toledo Balanças, Natura, and Unilever, with the latter two featured as case studies at ASUG 2025.

Name

Addvisor Group

Legal name

Addvisor Group

Website

https://addvisor.com.br

Company type

Private

Founded year

2004

Operating status

Operating

Headcount range

11–50 employees

Short description

Addvisor Group is a Barueri, Brazil-based SAP consultancy and fiscal automation software provider founded in 2004, serving large, medium, and small enterprises across Latin America with its AddTax enterprise platform, SmartDocX SME platform, and AddDOC-e add-on module.

Ownership category

akta.pro rank

Product category

Fiscal Process Automation Software

NAICS

Custom Computer Programming Services (541511), Computer Systems Design and Related Services (54151)

SIC

Services-Computer Programming Services (7371), Services-Computer Integrated Systems Design (7373)

akta.pro primary industry

ERP Extensions & Add-ons (CPQ, Billing, Revenue Management) (HDAEAEAO)

akta.pro secondary industry

Digital Process Automation (DPA) & Orchestration Suites (HDAEAHAF)

Keywords

• Fiscal process automation
• SAP integration services
• Electronic fiscal documents
• ERP automation platform
• Tax compliance software

Headquarters

HQ city

Barueri

HQ country

Brazil

HQ region

Latin America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure

Revenue model

1. AddTax Enterprise Licensing and Services: Enterprise fiscal process automation platform licensed and implemented for large organizations operating SAP, Oracle, TOTVS, and Microsoft Dynamics. Revenue generated through software licensing (likely subscription or perpetual with maintenance), implementation services, and ongoing support contracts. Targets large enterprises and multinational corporations across Latin America.
2. SmartDocX SaaS Subscription: 100% cloud platform offered to small and medium enterprises on a SaaS subscription model. Automates fiscal document capture, compliance, and ERP integration with plug-and-play deployment. Revenue from recurring subscription fees with tiered plans based on volume or functionality.
3. Professional Services and Consulting: Addvisor Consulting delivers implementation, consulting, and outsourcing services including SAP process mapping, ERP selection and implementation, and ongoing outsourcing of fiscal processes. Revenue from professional services engagements alongside or independent of software licensing.

Pricing tiers

Go-to-market motion2 records

Distribution channels1 record

Marketing channels7 records

Core offering

Addvisor Group is a Brazilian SAP consultancy and software vendor that sells the AddTax enterprise platform and SmartDocX cloud platform for automating fiscal, financial, and logistics processes. Its solutions capture, validate, and reconcile electronic fiscal documents (NF-e, NFS-e, CT-e, MDF-e) and integrate natively with SAP (ECC and S/4HANA) plus other major ERPs. The company also provides implementation, consulting, and outsourcing services through Addvisor Consulting.

Product overview

Addvisor Group offers a platform-plus-modules architecture centered on two main products: AddTax for large enterprises and SmartDocX for SMEs. AddTax is the flagship platform providing end-to-end automation of fiscal, financial, and logistics processes with native SAP integration and API connectivity to other ERPs (TOTVS, Oracle, Microsoft Dynamics). SmartDocX serves smaller companies with cloud-native fiscal automation and regulatory compliance. Both platforms share a common document processing engine and can be extended with AddDOC-e for non-fiscal document handling.

Differentiator

Problem solved

Functional benefit

Brands

• AddTax: Enterprise automation and orchestration platform for fiscal, accounting, and logistics processes with native SAP integration, serving large enterprises in Latin America.
• SmartDocX
• AddDOC-e

Products and services

• AddTax Enterprise-grade platform for end-to-end automation and orchestration of fiscal, accounting, and logistics processes. Offers 100% SAP compatibility (ECC and S/4HANA) with native ABAP add-on integration, plus API integration with Oracle, TOTVS, and Microsoft Dynamics. Automates NF-e, NFS-e, CT-e, MDF-e, NFCom, and NF3-e document flows with 5,000+ Brazilian municipalities covered for NFS-e. Trusted by the largest companies in Latin America.
• SmartDocX
• Addvisor Consulting (Implementation and SAP Services)
• Fiscal Process Outsourcing

Quantifiable outcome

• 100% of fiscal documents captured, centralized, and validated
• +5 more outcomes

Named customers6 records

Segments2 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

AI capability4 records

Feature10 records

Partnerships

One partnership is on record.

• SAPcoreTechnology or Integration · 1 January 2004AddTax is developed with 100% SAP compatibility (ECC and S/4HANA), featuring a native ABAP add-on for non-disruptive integration, BAPI/IDoc/RFC support, and integration with SAP modules FI, MM, SD, CO, and GRC/DRC. Addvisor is an active ASUG member presenting at ASUG Brasil conferences and showcasing customer cases (Natura, Unilever). The partnership is central to Addvisor's product strategy, with AddTax positioned as the flagship enterprise solution.

Scale indicators10 records

Recent moves5 records

Expansion highlights6 records

Regional players

• Consinco: Brazilian ERP vendor specializing in retail, wholesale distribution, food service, and fuel. Comparable as a Brazilian ERP with embedded fiscal capabilities targeting similar mid-market and enterprise verticals.
• Senior Sistemas: Brazilian ERP and management software vendor serving mid-market and enterprise customers. Comparable as a Brazilian ERP ecosystem player with fiscal features that compete for the same customer wallet as AddTax/SmartDocX.
• WK Sistemas: Brazilian ERP and tax automation vendor with a long history in fiscal document processing. Directly comparable as a Brazilian ERP/fiscal specialist serving the same SME and enterprise segments with overlapping electronic document compliance capabilities.

Direct peers

• TOTVS: Brazil's largest ERP vendor (Protheus, RM, Datasul). A direct peer in the sense that TOTVS bundles fiscal compliance modules into its ERP suite, competing head-on with AddTax for the same Brazilian enterprise customer base and the same fiscal document workflows.
• Avalara: US-listed tax compliance automation company expanding globally, including into Latin America. Comparable as an enterprise tax compliance and electronic invoicing platform; broader in scope but increasingly overlapping with Addvisor's fiscal automation niche.
• Sovos: Global tax compliance and e-invoicing software company with strong presence in Brazil and Latin America. Directly comparable as a fiscal/tax automation platform serving enterprises with complex regulatory requirements, including electronic fiscal documents.
• Vertex, Inc. Enterprise tax technology company focused on indirect tax calculation, determination, and compliance. Comparable as a tax compliance technology provider serving large multinational enterprises with complex ERP integrations.

Others

• Enghouse Systems: Enterprise software company with portfolio assets in document management, ERP, and vertical solutions. Comparable as an adjacent enterprise software consolidator that occasionally intersects with fiscal/ERP-adjacent automation spaces.

Broad incumbents

• SAP SE: Global ERP giant whose ERP platforms (ECC, S/4HANA) are Addvisor's primary integration target. Relevant as the platform incumbent whose native fiscal roadmap decisions materially affect Addvisor's value proposition and partner economics.
• Thomson Reuters (ONESOURCE): Global tax and compliance suite (ONESOURCE) offering indirect tax determination, e-invoicing, and reporting. Broad incumbent with enterprise tax offerings that overlap with AddTax in the global tax compliance category.

Market position

Strengths5 records

Weaknesses4 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xinstagram.com/addvisor.group
• YouTubeyoutube.com/channel/UCAzHNZGz_vU-YpkBduuh9LA
• Facebookinstagram.com/addvisor.group
• LinkedInlinkedin.com/company/addvisor-group

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Addvisor Group