Derive
Derive
AI-Managed Operations

AI-Managed Operations for Tax Teams.

Derive brings together AI agents, tax specialists, and your team in a single operating model to execute tax work with speed, consistency, and control.

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The Tax Operations Gap

Tax has outgrown the way it’s operated.

Tax teams are expected to manage increasing regulatory complexity, growing data volumes, expanding global obligations, and tighter deadlines — all while operating with lean teams and fragmented systems.

The volume of work compounds every cycle. The tooling was built to organize it, not to carry it.

Traditional software helps teams manage work. It doesn’t execute it.

Introducing Derive

A new operating model for enterprise tax.

Derive combines AI agents, tax specialists, and your team to execute tax work across the entire tax lifecycle — from recurring compliance to the most complex international workflows.

Instead of giving teams another tool, Derive becomes an operational layer that helps work get done.

Inside a single obligation

Work executed end‑to‑end — with your team in command.

01Learns02Runs03Escalates04Approves05Retains
Meridian Global US, Inc.
FORM 5471 · SCHEDULE J · ROW 07 · §986
Learning
SourcesTrial balance · Prior filings · GL feed
Ownership100% CFC · US parent
TreatmentSubpart F · §951A GILTI

Derive ingests the entity’s data and prior filings, and learns the treatment.

SCHEDULE J — EARNINGS & PROFITS · USD
Opening balance4,812,000
Current-year E&P1,190,400
Row 07 · §986 FX remeasurement(214,700)
Closing balance5,787,700

An AI agent builds the workpapers and drafts the return — 14/14, conf 96.4%.

ExceptionRow 07 · §986 FX remeasurement
ROR. Okafor · International Tax

“Spot vs. weighted-average rate diverged over 5% this period. Recommend the weighted-average method per policy TP‑04; net impact (214,700).”

Row 07 is routed to a specialist — reasoning attached, awaiting your call.

✓
Approved by you
Head of Tax · 2026‑03‑14 · 09:22 UTC
Filing packagesealed
Audit trailsource → calc → review → approval
source datacalculationsspecialist noteyour approval

Retained end-to-end, with Row 07’s approval on the record.

SOURCETrial balance
SOURCEPrior filings
SOURCEGL feed
SOURCEFX rates
SCHEDULE J · FY2025ROW 07 · §986
◐ forming from sources…
Opening balance4,812,000
Current-year E&P1,190,400
Row 07 · IRC §986 FXvariance >5%resolved(214,700)
Closing balance5,787,700
✓Approved · Head of Tax
SIGNED BY YOU · 2026-03-14 · 09:22 UTC
◆ SEALED
◆ ROUTED · REVIEW REQUEST
ROR. Okafor · International Tax

“Spot vs. weighted-average diverged >5%. Recommend weighted-average per policy TP-04.”

✓
AUDIT RECORD
Ingested
Calculated
Escalated
Resolved
Approved
DOC · MER-5471-J-0714 · sealed
5tax domains, one operating model
30+workflow types under coverage
100%of work carries an audit trail
0filed without your sign-off
Why Derive

Built for modern
tax operations.

Six ways the operating model changes what a tax function can carry.

01

Complete Coverage

Every entity, obligation and deadline is tracked and worked — nothing waits in an inbox or slips off a spreadsheet.

02

Operational Certainty

The same governed process runs every cycle, with a full audit trail standing behind every number.

03

Institutional Intelligence

Each cycle’s treatments and judgments are retained, so expertise stops walking out the door with people.

04

Continuous Operations

Obligations don’t wait for quarter-end — work is executed, monitored and improved between the deadlines.

05

Business Impact

Fewer handoffs and less leakage free your team to spend judgment where it actually moves the number.

06

Scalable Operations

Take on more entities and jurisdictions without adding headcount at the same rate.

Across the Tax Function

Across recurring compliance, reporting, and the most complex international tax workflows.

01 / CORPORATE

Corporate Tax

  • Tax Provision
  • Corporate Returns
  • Book‑to‑Tax
  • Tax Accounting
02 / INTERNATIONAL

International Tax

  • Country‑by‑Country Reporting
  • Forms 5471 & 8858
  • Foreign Tax Credits · GILTI
  • Subpart F · FDII · BEAT
  • Pillar Two / GloBE
03 / TRANSFER PRICING

Transfer Pricing

  • Master File · Local File
  • Benchmarking
  • Functional Analysis
  • Operational TP
  • Intercompany Agreements
04 / INDIRECT

Indirect Tax

  • VAT · GST
  • Sales & Use Tax
  • Customs
  • E‑Invoicing
05 / OPERATIONS

Tax Operations

  • Subsidiary Tax Packages
  • Tax Calendars
  • Workpapers · Data Collection
  • Entity Management
  • Notice Management
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We’re building Derive alongside a small group of tax teams.

If you’re exploring the future of tax operations, we’d love to talk.

Start a Conversation

What is AI-Managed Operations?

A new operating model for enterprise tax teams. Derive combines AI agents, tax specialists, and your existing team into a single managed-operations model. AI agents execute work, specialists provide domain expertise and oversight, and your team retains control of critical decisions and approvals.