Integrations

Connect the tools behind your tax workflows

NovaTax AI connects inboxes, calendars, spreadsheets, commerce systems, developer tools, and AI search into tax-ready data workflows.

22

Integrations

6

Categories

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CTA

Catalog

One workflow layer for every source system

How it works

Three steps to live integrations

1

Connect

Choose the source system and authorize the connection from a NovaTax AI workspace.

2

Structure

Map fields, files, messages, and approvals to the tax workflow they support.

3

Operate

Run repeatable extraction and review flows with the evidence attached.

Built for tax operations

Source data, supporting evidence, and workflow control in the same place

Audit-ready context

Every connector is designed around the evidence, ownership, and review steps tax teams need.

Repeatable mappings

Reusable mappings keep recurring tax data jobs consistent across periods and entities.

Research connected to data

AI search and source-system data work together instead of sitting in separate tools.

FAQ

Frequently asked questions

How do integrations get activated?+

Each connector starts from a guided sign-up flow. The NovaTax AI team helps align source access, field mappings, and review controls before the first production workflow runs.

Can access be limited by team?+

Yes. Connections can be scoped by workspace, team, and source system so finance, tax, and data teams only work with the systems they are approved to use.

What happens to supporting evidence?+

NovaTax AI keeps source context attached to the transformed data so reviewers can trace outputs back to the documents, messages, tables, or records that produced them.

Can NovaTax AI support a connector not listed here?+

The public catalog starts with the integrations shown here. New systems can be prioritized as private connector work when they are part of a tax data workflow.

Get started

Start with one connection

Create a NovaTax AI account and connect the systems that already hold your tax data, documents, and approvals.

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