Case Study: Bottomline Technologies achieves automated sales tax calculation and filing with Avalara

Bottomline Technologies automates sales tax calculation and filing

Bottomline Technologies, a SaaS provider that simplifies complex business payments for thousands of customers across 92 countries, faced growing sales tax complexity and compliance risk. Manually tracking constantly changing regional and local tax rates was time-consuming, error-prone, and required extensive internal coordination, forcing the tax team to spend hours every day resolving rate errors and reconciling collections.

Bottomline implemented Avalara (integrated with Microsoft Dynamics AX) — using AvaTax, Returns, CertCapture, and the Avalara Tax Compliance Suite — to automate rate calculation, filing, certificate management, and reporting. The solution delivered real-time tax rates for invoicing, automated returns filing, stronger reporting for reconciliation, and significant time savings, reducing compliance risk and freeing the team to focus on higher-value work.

Bottomline

Courtney Sullivan

Tax Accountant