Exactera

Exactera

AI-driven compliance, transfer pricing, tax credits

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.

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

Your Connections

People at Exactera who can refer or advise you

Direct Contacts
Warm Intros
Hiring Managers
University Alumni
Simplify Jobs

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

-4%

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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