Actively hiring
Financial AI
Accounting & Tax Software
Tax Advisory & Preparation
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Overview
News
Technologies
Salaries
Products
People
Growth
Offices
Jobs
Financials
Funding and backers
Total raised
$33M
1 round on record
Latest round
$33M
Venture round · Jul 2023 · 3 yr ago
Team
51-200
employees, estimated range
Hiring now
2
open roles
Backers
1
Insight Partners
The money's age
Long since its last round
38 months since the last round · hiring slowed
Momentum
15/100
in the news
Last sign of life
this month
a posting or a news item
The story so fareach stage dated by its source: the company's releases, the press, registers, filings
Tractionpublic signals, read monthly
Web presence
top 6%
of 133.2M domains by links, Common Crawl
Hacker News stories
1
best: 5 points
Funding rounds
| Round | Date | Amount | Investors | Source |
|---|---|---|---|---|
| Venture round | Jul 2023 | $33M | — | crowdfundinsider.com |
Backed byfrom the funds' portfolios and accelerator catalogs
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Visa sponsorship
- United States · Filed H-1B visas in the last two years
- United Kingdom · Licensed UK visa sponsor (Senior or Specialist Worker, Skilled Worker)
Overview
Exactera is a tax technology company that combines AI-driven software with tax specialists to deliver transfer pricing documentation, benchmarking and R&D tax credit studies. Its platform serves multinational corporations, mid-sized businesses and accounting firms, with teams in the United States, the United Kingdom and Argentina. The company is headquartered in San Diego, California, United States.
News
Section 174A Is Back
For three years, businesses across the United States have grappled with an unwelcome tax burden. The Tax Cuts and Jobs Act of 2017 forced companies to capitalize and amortize their domestic research and experimental expenditures over five years-a dramatic
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Report
Choosing the Right Transfer Pricing Method: A Guide to the 5 OECD Methods
There are five OECD-recognized transfer pricing methods, grouped into two categories: Traditional Transaction Methods (the CUP method, Resale Price method, and Cost Plus method) and Transactional Profit Methods (TNMM and Profit Split). The right method de
Read more
Report
Transfer Pricing Comparables: Functional vs. Product Comparability
Transfer pricing comparables are independent companies or transactions used to test whether intercompany pricing meets the arm's-length principle - the requirement that related-party transactions be priced as if the parties were unrelated. A common point
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Report
California SB 122 Says Where Software Is Taxed, Not How to Allocate The Bill
SB 122 takes effect January 1, 2027. Taxability is the easy question. Allocation is the one that could cost you money. Take a company headquartered in San Francisco with 4,000 global employees, 300 of them in California. It signs a $1.2 million annual ent
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Report
The IRS Just Made the Case Against Hourly Billing
What OPR's new AI guidance means for how tax work gets priced Robert Schulte CEO, Exactera On June 24, 2026, the IRS Office of Professional Responsibility issued Alert 2026-19, "Introductory Guidelines for Responsible AI Use in Federal Tax Practice." Most
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Report
Exactera launches the Client Excellence Organization
Turning tax advisory from a series of deliverables into an ongoing strategic relationship NEW YORK, 7.1.2026 - Exactera, the AI-enabled tax services firm purpose-built for international, indirect, and incentive tax, today announced the launch of its Clien
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Report
When Legal Form and Economic Reality Drift Apart: Lessons from a Luxembourg Guarantee Case
If your company moves cash between its own entities through Luxembourg, a March 2026 ruling changed what an unwritten promise can cost you. A Luxembourg court found that when one group company agrees to stand behind another's debts, it has to charge the s
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Report
Tax Talk: How to Turn Compliance Burden to Competitive Edge
We asked four of our Transfer Pricing leaders - Mimi Song, Mili Diaz Colodrero, Marjored Perez, and Laksha Nahar - how they explain the value of getting transfer pricing right proactively: not just staying compliant but using it as a strategic advantage.
Read more
Report
International Tax Compliance is Changing, Is Your Transfer Pricing Aligned?
With transfer pricing penalties now common or automatic in nearly 75% of countries globally¹, the question is no longer whether you have documentation. It's whether your entire transfer pricing position can withstand scrutiny from the ground up. That requ
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Report
Tax Talk: Beyond Transfer Pricing Documentation
We asked four of our Transfer Pricing leaders - Mimi Song, Mili Diaz Colodrero, Marjored Perez, and Laksha Nahar to share the regulatory and compliance shifts that, in their experience, most companies are not yet watching closely enough. Their answers con
Read more
Report
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Tech stack
Technologies named in job postings at Exactera over the last 12 months, by layer, with the share of postings for each.
Technologies in use
24
Postings analysed
4
Stack modernity
84/100AI adopter
Languages
SQL
Python
Databases
Delta Lake
Cloud & platforms
Databricks
AWS
Amazon S3
Spark
AI & ML
ChatGPT
Claude
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Full Exactera tech stack
24 technologies · by team · pay by technology · changes · similar stacks
Growth
Hiring Momentum
57/100
Growing
Open positions
2
0 opened / 0 closed in 30 days
Median time-to-fill
99 days
faster than 14% of the market
ATS activity
Every ~4 hours
Today
Hiring Dynamics
+100%
Hiring Focus
The percentage next to each role is its share of the company's job openings over the last 90 days; the arrow shows the shift versus the previous period.
Finance
50% ▲
Sales
50% ▼
Activity Timeline
Added Microsoft Excel to stack
Sep 2026
Added Claude to stack
Sep 2026
Added ChatGPT to stack
Sep 2026
Added Agentic Workflows to stack
Sep 2026
New location: San Diego
Sep 2026
Added Tool Use to stack
Sep 2026
Added Knowledge Graph to stack
Aug 2026
Added Model Context Protocol to stack
Aug 2026
Added LLM Guardrails to stack
Aug 2026
Added Human-in-the-Loop to stack
Aug 2026
Added Function Calling to stack
Aug 2026
Added IAM to stack
Aug 2026
Offices
Where the company hires and what each office is for
Cities
17
Hiring now
1
Countries
7
Busiest office
San Diego
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Headquarters
Builds here
Office with open vacancies
No open vacancies right now Tap a pin for the office
San Diego
United States
HQ
San Diego
1 open roles 2 posted in 90 days 50-200 est. staff
hires for Finance
New York
United States
Regional office
New York City
Chicago
United States
Regional office
Chicago - Remote
London
United Kingdom
Regional office
London
Amsterdam
Netherlands
Regional office
Amsterdam
Philadelphia
United States
Regional office
Philadelphia - Remote
Orlando
United States
Regional office
Orlando - Remote
Miami
United States
Regional office
Miami - Remote
Houston
United States
Regional office
Houston
Charlotte
United States
Regional office
Charlotte - Remote
Austin
United States
Regional office
Austin
Toronto
Canada
Regional office
Ontario/Toronto
Rosario
Argentina
Regional office
Rosario
Tarrytown
United States
Regional office
Tarrytown
Berlin
Germany
Regional office
Germany
House A, 1st floor Edisonstraße 63, Berlin 12459 Germany
Warsaw
Poland
Regional office
Poland
Martin
United States
Regional office
Australia
Jobs
≈ $140k – $271k per year (Estimated) • Remote (likely United States) • 10+ years exp
Databricks
Delta Lake
AI/ML
Model Context Protocol
Function Calling
AI Agents
Human-in-the-Loop
LLM Guardrails
Tool Use
Apply
Financials
Total raised
$33M
Latest round
Venture - Series Unknown
Funding rounds
1
Funding rounds
| Round | Announced | Amount | |
|---|---|---|---|
| Venture - Series Unknown | 2023 | $33M | Details |

Insight Partners 




