Reviewers
Tax teamtax@yourco.com
AP teamap@yourco.com
Billingbilling@yourco.com
Tax managertax-manager@yourco.com
Assigned reviewers
Decisions go to named owners or authorized teams, with reminders, and every email links back to the case.
SAP AI Agent · FI · SD · Tax · E-invoicing Configurable
Get SAP tax codes and e-invoices right with governed AI agents.
Check tax codes and jurisdictions on invoices, sales orders and master data before they post, flag mismatches with the likely correct code, and read in and validate structured e-invoices for entities under European mandates.
- Human-approved
- ECC & S/4HANA
- SOC 2 Type II
- ISO 27001
Supplier invoice · Rheintal Teile GmbH · ZUGFeRDexample run
- 01E-invoice receivedZUGFeRD via your inbound channelReceived
- 02Format validatedStructure and mandatory fields validValid
- 03Tax checked19% VAT charged on intra-EU supplyMismatch
- 04Likely codeReverse charge: supplier and buyer in different EU statesApproval
- 05Post invoiceWaits for the tax specialistOn hold
Design scenario · how the agent is configured to work
Triggered by
New invoice, order or e-invoice
Reads
Invoices, orders, master data, e-invoices
Validates against
Your tax rules and e-invoice formats
Writes to SAP
Corrections after approval
Approved by
Tax specialist
Runs on
SAP ECC · SAP S/4HANA
Why it matters
Wrong tax codes are found at filing time.
Tax determination depends on where goods ship from and to, what they are and who the parties are. Errors post quietly and surface in VAT returns or audits, while new e-invoicing mandates add formats to validate.
- Errors
Wrong codes post silently
A missing VAT ID or wrong plant gives the wrong tax code, and nobody notices until filing.Under- or over-paid VAT → Corrections → Penalties - Mandates
New e-invoice formats
Entities under European mandates must send and receive structured invoices in set formats.Rejected invoices → Late payments → Compliance risk - Effort
Manual tax review
Tax teams sample invoices by hand and can't check them all.Missed errors → Audit exposure → Slow close
How it works
Read. Validate. Decide. Act.
The same four steps as every Artificio agent. The agent does the research and the paperwork; your teams make the decisions.
- 01 · Read
Read the document
Reads invoices, orders and e-invoices as they arrive.
- Ship-from, ship-to, parties and products
- XRechnung, ZUGFeRD and other formats
- 02 · Validate
Check the tax
Compares the tax code with your rules.
- Country, region, VAT IDs and product tax class
- Reverse charge, exemptions and special schemes
- 03 · Decide
Flag mismatches
Flags errors before posting, with the likely correct code.
- Reason and rule shown
- Master data gaps found, such as missing VAT IDs
- 04 · Act
Correct after approval
Applies the correction once the tax specialist approves.
- Invoices posted with the right code
- Outgoing e-invoices validated before sending
Worked example
An inbound e-invoice, from receipt to the right tax code.
A German supplier sends a ZUGFeRD e-invoice to a buyer in the Netherlands, charging German VAT. Here is what the agent finds.
ZUGFeRD · Rheintal Teile GmbH · RE-2026-8841Tax mismatch
- Supplier
- Rheintal Teile GmbH, DEe-invoice
- Buyer
- Company code 3000, NLe-invoice
- Net amount
- €24,800.00e-invoice
- VAT charged
- 19%, €4,712.00e-invoice
- Goods shipped
- DE → NL, delivery note 77120e-invoice
- Buyer VAT ID
- NL VAT ID on invoice and validvendor master
Likely wrong VATReverse charge
Goods shipped between two EU member states, both parties have valid VAT IDs, and the supply is business to business. Your rules expect reverse charge, not German VAT.
Tax checkApproval needed
| Check | Finding | Why |
|---|---|---|
| E-invoice format | Valid ZUGFeRD | Structure and mandatory fields pass |
| Ship-from / ship-to | DE → NL | Intra-EU movement of goods |
| VAT IDs | Both valid | Supplier and buyer VAT IDs on the invoice |
| Expected treatment | Reverse charge | Your rule for intra-EU B2B goods |
| Proposed action | Ask for corrected invoice | Supplier reissues without German VAT |
- ChecksAgentDone
- Tax treatmentTax specialistWaiting
- Supplier requestAP teamOn hold
The invoice is held until the tax specialist confirms the treatment. The agent never changes a supplier's tax on its own.
Design scenario · names and values are fictional and depend on your SAP configuration
Inside the platform
Every case is traceable from start to finish.
The case shows who it is waiting for, what happens next, what the agent checked and exactly what each person is approving.
Tax mismatch · RE-2026-8841 · company code 3000
From inbound e-invoice · Mon 2 Nov, 10:02 · agent version v1
Waiting for taxDocumentsAuditRe-assess
ReceivedCheckedApprovalPosted
Now
Waiting for E. de Vries (Tax specialist) to confirm reverse charge, asked Mon 2 Nov at 10:05.
Next
Once confirmed, AP asks the supplier for a corrected invoice, and the corrected one is checked again before posting.
| Step | Owner | Status |
|---|---|---|
| Format and tax checks | Agent | Done |
| Confirm tax treatment | E. de Vries · Tax | Waiting |
| Request corrected invoice | AP team | On hold |
| Check and post | Agent | Scheduled |
Question for E. de Vries
Supplier invoice RE-2026-8841 charges 19% German VAT on goods shipped from Germany to our Dutch entity, with valid VAT IDs on both sides. Treat as reverse charge and ask the supplier to reissue?
Confirm reverse chargeAccept as invoicedAnswer as authorized delegate
- If a rule isn't clear
The tax specialist decides
Cases your rules don't cover go to the tax team with the facts. - If master data is wrong
Fixed at the source
Missing VAT IDs or wrong tax classes go to master data, so the next document is right. - If an e-invoice is invalid
Rejected with the reason
Invalid e-invoices are returned with the failed checks, ready for the supplier.
Illustration of how this agent's cases appear on the Artificio platform · names and values are fictional
Capabilities
Tax checks with governance built in.
Every document checked before it posts, not sampled after.
- Read
Documents and e-invoices
Invoices, orders and structured e-invoices read. - Validate
E-invoice formats
Formats such as XRechnung and ZUGFeRD validated. - Check
Tax determination
Codes compared with ship-from, ship-to and product rules. - Flag
Before posting
Mismatches stopped with the likely correct code. - Fix
Master data gaps
Missing VAT IDs and tax classes routed to owners. - Send
Outgoing e-invoices
Outgoing invoices validated before they leave.
Ownership
Each mismatch goes to the right owner.
You map entities, countries and document types to owners. Whoever answers first decides, and anything unassigned goes to the tax manager.
- Tax specialist
Tax treatment
Codes, exemptions and special schemes. - AP team
Supplier invoices
Corrected invoices from suppliers. - Billing
Customer invoices
Outgoing invoices and corrections. - Master data
Partners and products
VAT IDs and tax classes. - Logistics
Ship-from and ship-to
Plants, routes and delivery addresses. - Sales
Customer terms
Incoterms and customer details. - IT
E-invoice channels
Inbound and outbound connections. - Tax manager
Exceptions
Unassigned cases, overrides and a monthly summary.
Owners, rules and tolerances are configured to your organization and agreed for each deployment.
Controlled autonomy
Start with human oversight. Automate only when ready.
The agent proves itself on your real work before it writes anything to SAP. The platform measures how often your people agree with it, so you decide when to give it more room, case type by case type.
- Step 1Where every agent starts
Shadow mode
The agent proposes every action but writes nothing to SAP. Your people decide, and each answer counts toward the agreement rate.
- Step 2
Approve, then act
The required owners approve. The agent acts in SAP only when the last approval lands.
- Step 3
Act by approved rule
For case types you explicitly configure and approve, such as correcting a tax code where the rule is unambiguous and the master data is complete, the agent acts on its own and reports back.
Agreement with the agent · by case typeIllustrative
Domestic standard rate98%
Intra-EU supplies88%
Exemptions and special schemes70%
- Approval rules are enforced by the platform, whatever the agent's instructions say
- No tax code is changed without the tax specialist's approval
- SAP credentials never reach the agent or its instructions
- Every value carries its source; approved values are locked
Governed agent runtime
Shared platform controls across every Artificio agent.
What makes this agent different is its configuration: its instructions, the tools it may use and the policies it works under. Reviewers, approvals, versions and audit work the same way for every agent you add.
Tools
Read invoices and e-invoicesRead
Read partner and product master dataRead
Check tax rulesRead
Apply approved correction in SAPAction
Read tools and Action tools
Gathering data is kept separate from changing SAP. Action tools are controlled and can require human approval before they run.
Instruction versions
v3ActiveTolerances updated
v2New plant added
v1Created from blueprint
Versioned instructions
Versions can't be edited, and each case keeps the version it started with, so a change never alters work in progress.
Recreations of Artificio platform screens
What we measure
Results you can see in your own numbers.
Every pilot tracks the same four measures from day one, so the business case comes from your data, not ours.
Errors caught before posting
Tax mismatches stopped before they post.E-invoice rejections
Invalid e-invoices received and sent, tracked over time.Filing corrections
Corrections needed at VAT return time.Review coverage
Share of documents checked, not sampled.
For SAP teams
Integrates with SAP ECC and S/4HANA through standard interfaces.
The agent reads and writes data through supported SAP interfaces, without modifying standard SAP objects and without replacing your existing governance.
Reads from SAP
| Supplier invoices | Paper, PDF and structured e-invoices |
|---|---|
| Billing documents | Outgoing customer invoices |
| Orders | Sales and purchase orders |
| Master data | VAT IDs, tax classes and plants |
Writes to SAP
| Corrections | Tax codes corrected after approval |
|---|---|
| Holds | Invoices held until resolved |
| E-invoice responses | Rejections with the failed checks |
| Responses | Every SAP response recorded on the case |
ScopeThe agent checks against tax rules you agree with your tax team; it does not replace your tax engine. E-invoice exchange works through your existing channels, and alongside SAP Document and Reporting Compliance where you use it. Formats and countries are agreed in discovery.
Pilot approach
Start with one entity and one invoice type.
A focused pilot in your QA or sandbox system proves the agent on your own data before anything reaches production.
- Phase 1
Connect
Review SAP edition, interfaces, authorizations and representative data.
- Phase 2
Configure
Agree the entities, tax rules, e-invoice formats and approvers.
- Phase 3
Pilot
Check real documents in shadow mode: the agent flags, your tax team decides.
- Phase 4
Expand
Review the four measures, then add entities, formats and approved corrections.
Frequently asked questions
Questions SAP teams ask.
Does it replace our tax engine?
No. It checks the results of your tax determination against rules your tax team agrees, and flags mismatches before posting.
Which e-invoice formats does it support?
European formats such as XRechnung and ZUGFeRD. Other formats and countries are agreed in discovery.
Does it work with SAP Document and Reporting Compliance?
Yes. Where you use it, the agent works alongside it, checking content before documents are sent or posted.
Does it change tax codes automatically?
Not by default. The tax specialist approves corrections. You can allow automatic correction for clear rules.
Does it check master data too?
Yes. Missing or invalid VAT IDs and wrong product tax classes are flagged to the master data team.
Is the Tax & E-Invoicing Compliance Agent available today?
It is configured on request on the same governed platform as Artificio's available agents. We start by scoping your process and systems, then configure and test the agent in a pilot in your SAP QA or sandbox system before anything reaches production.
Does the Tax & E-Invoicing Compliance Agent write to SAP without approval?
Not by default. Every agent starts in shadow mode, where nothing is written to SAP. After that, the required owners approve before the agent acts. Automatic action is only possible for cases you explicitly configure and approve.
Which SAP versions are supported?
SAP ECC and SAP S/4HANA. The exact interfaces and scope are confirmed for your release and deployment during technical discovery; S/4HANA Cloud Public Edition is reviewed case by case.
Security & compliance
Enterprise security across every agent
ISO 27001:2013 certified, SOC 2 Type 2 compliant, GDPR and HIPAA ready. Every agent action is logged and auditable, and SAP credentials stay in the platform's integration accounts.
- ISO 27001:2013
- SOC 2 Type II
- GDPR ready
- HIPAA ready
See it working
Two ways to get started.
Request Demo
Talk through your tax determination and e-invoicing setup with our team, and see how a similar agent works on the Artificio platform.
Request DemoDiscuss an SAP pilot
Scope a pilot on one entity and one invoice type in your SAP QA or sandbox system, with the four measures agreed up front.
Discuss an SAP pilot