Getting Started with the Smart Categorization API

Learn how to automate and streamline product tax categorization.

About Smart Categorization

Vertex® Smart Categorization is a cloud-based, generative AI solution that automates retail product categorization and streamlines product mapping for use with taxability and the Vertex Tax Engine. While this solution does not directly integrate with Vertex® O Series, it:

  • Provides valuable information that can be used to improve the consistency and predictability of tax determination in Smart Categorization.
  • Helps reduce human errors and invoice mistakes, and any resulting penalties or fines incurred during audits.
  • Provides the capability to produce a historical mapping record for use with future audits.

About the Smart Categorization API

The Smart Categorization API gives you the ability to automate and streamline product tax categorization. You can use the Smart Categorization API to:

  • Upload a list of product files for categorization
  • Check the status of categorization jobs and view results

Smart Categorization OAS files

Download links for the OpenAPI Specification (OAS) files can be found in the API reference page for each endpoint.