Exactera

Exactera

AI-driven compliance, transfer pricing, tax credits

About Exactera

Simplify's Rating
Why Exactera is rated
C+
Rated C on Competitive Edge
Rated B on Growth Potential
Rated C on Differentiation

Industries

Data & Analytics

Enterprise Software

Fintech

AI & Machine Learning

Company Size

51-200

Company Stage

Growth Equity (Venture Capital)

Total Funding

$134M

Headquarters

Town of Greenburgh, New York

Founded

2001

Overview

Exactera provides AI-powered fintech services that help businesses manage compliance and reduce risk. Its main offerings focus on transfer pricing and R&D tax credits. The transfer pricing service uses AI to analyze inter-company transactions and is delivered with the guidance of experienced professionals, creating an integrated, intelligent approach to determining prices for internal cross-border dealings. For R&D tax credits, Exactera uses software-assisted processes to streamline the申请 and maximize eligible credits. The company distinguishes itself by combining advanced AI with industry expertise to lower costs—claiming up to a 67% reduction in transfer pricing expenses—while delivering end-to-end compliance support. The overarching goal is to help businesses meet statutory requirements more efficiently, ensure accuracy in filings, and reduce compliance-related risk.

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Simplify's Take

What believers are saying

  • $33M funding from Insight Partners and Savant Growth accelerates AI capabilities and product innovation.[1]
  • Tax provision automation reduces calculation time by 65%, freeing teams for strategic planning.[1]
  • End-to-end platform launch within 18-24 months eliminates multi-vendor reliance for multinational enterprises.[1]

What critics are saying

  • Thomson Reuters ONESOURCE captures 40% market share with superior global database and AI benchmarking.[2]
  • KPMG Ignite TP platform launched January 2026 locks in Big Four multinational clients.[1]
  • IRS Pillar Two enforcement from 2026 exposes localization engine inaccuracies across 20+ jurisdictions.[2]

What makes Exactera unique

  • AI-powered localization engine customizes transfer pricing reports for 20+ jurisdictions automatically.[3]
  • Integrated platform consolidates transfer pricing, R&D credits, and tax provision in single solution.[1]
  • RoyaltyStat acquisition adds comprehensive license agreement database for arm's length royalty benchmarking.[4]

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Funding

Total Funding

$134M

Above

Industry Average

Funded Over

4 Rounds

Notable Investors:
Growth Equity VC funding comparison data is currently unavailable. We're working to provide this information soon!
Growth Equity VC Funding Comparison
Coming Soon

Benefits

Health Insurance

Health Savings Account/Flexible Spending Account

401(k) Retirement Plan

Life Insurance

Disability Insurance

Paid Vacation

Parental Leave

Growth & Insights and Company News

Headcount

6 month growth

-2%

1 year growth

0%

2 year growth

2%
Global Media Watch
Aug 14th, 2023
Exactera Acquires RoyaltyStat, Announces New Leadership

Exactera acquires RoyaltyStat, announces new leadership.

Sprout Social
Jul 16th, 2023
Exactera unveils new brand identity, announces $33M in funding, new executive leadership

Exactera also announced it had raised $33M in additional funding from investment firms Insight Partners and Savant Growth.

Kennet
Mar 10th, 2020
CrossBorder Solutions lands $6 mln Series A - Kennet

CrossBorder Solutions, a provider of corporate tax software and services, has raised $6 million in Series A funding. Kennet Partners led the round. December 12, 2017 – Menlo Park, CA;...

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