The AI-native data platform
Tax Data Management SoftwareBuilt on one governed platform, end to end.
Give tax the same governed data finance is already using.
- High-performance lakehouse
- Visual + AI workflows
- Apache Superset dashboards
- Enterprise security
Trusted by finance teams at leading organizations
Tax Data Management Software
What to look for in Tax Data Management Software
<p>Give tax the same governed data finance is already using.</p><p>PlaidCloud connects directly to your ERP and source systems, models the data once, and publishes the result to dashboards, applications and the finance team. There is no export cycle and no spreadsheet handoff, and every number traces back to the transaction it came from.</p><h2>Why teams choose PlaidCloud for tax data management software</h2><ul><li>Connect to ERP, data warehouse and flat-file sources without custom engineering</li><li>Model and allocate with driver-based logic finance owns and can change</li><li>Full traceability from summary number back to source transaction</li><li>Dashboards, AI apps and an open Iceberg lakehouse included in the platform</li><li>Typical deployments run in weeks, not multi-quarter implementations</li></ul>
<h2>Built on the PlaidCloud platform</h2><p>Tax Data Management Software is one capability of a single platform that also covers data integration, cost allocation, profitability modeling, dashboards and AI applications. Teams usually start with one problem and expand, because the data model carries across.</p>
Tax Data Management Software at a glance
One platform, everywhere you operate
Tax Data Management Software
PlaidCloud is deployed across the United States and beyond.
Looking for
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How it works
How PlaidCloud Works
Connect, model, and deploy on one platform — no black boxes, no lock-in.
Connect directly to your source systems
ERPs, CRMs, warehouses, and files — 140+ connectors plus a unified REST step. Ingest financial and transactional data without a rebuild.
Prepare and blend data of any size
Pre-built standard steps sanitize, organize, and align data from multiple sources, with AI-assisted low-code transformation doing the heavy lifting.
Build driver-based models and allocations
Assign costs from sources to targets using real driver data, with activity mapping and a full traceback on every allocated number.
Build workflows and apps with AI
Describe what you need through your tenant’s MCP server. PlaidCloud builds and deploys it, and answers “what moved margin?” with attributed root cause.
Deploy apps and share results
Schedule runs, publish Apache Superset dashboards, and share governed results across the business under your existing roles and permissions.
Why teams switch
Better. Faster. Cheaper. Safer.
Most stacks make you pick two. PlaidCloud refuses the trade-off.
One platform, end to end
Your own open Iceberg lakehouse, a visual and AI workflow canvas, enterprise dashboards, and deployable AI apps — in one place, with no black boxes and no lock-in.
- One platform, end to end
- Your own open Iceberg lakehouse
- Enterprise dashboards built on Apache Superset
- AI-native via MCP, with margin analysis built in
Better
One platform, end to end
Your ERP does not measure true profitability.
Most finance teams still calculate profitability using spreadsheets built on top of ERP exports. This creates hidden cost allocations, slow reporting cycles, and limited visibility into margin.
- Manual Excel models
- Hidden allocation logic
- Slow financial reporting
- Incomplete profitability insights
ERP Reporting
- Revenue
- $25M
- − Cost of goods
- $15M
- =Gross Margin
- $10M
True Profitability
- Revenue
- $25M
- − Cost of goods
- $15M
- − Logistics
- $1.5M
- − Discounts
- $1.5M
- − Support Costs
- $1.2M
- − Allocated Overhead
- $1.8M
- =True Profit
- $4M
One platform, end to end
Everything your data team needs, in one place
PlaidCloud ships the whole stack: connect, model, visualize, and build & deploy AI apps on one governed platform.
High-performance lakehouse
Your own open Iceberg lakehouse with table time-travel, snapshots, and compare/merge — open standards, no vendor lock-in.
Visual + AI workflows
A drag-and-drop DAG designer with live run status and real-time collaboration — low-code, no-code, or driven by AI.
High-end dashboards
Interactive dashboards built on Apache Superset, straight on your modeled data — no separate BI tool to license.
Build & deploy AI apps
Describe the app to your AI via the per-tenant MCP server; PlaidCloud builds and serves it on your own data and security.
140+ connectors + REST
ERPs, databases, files, and a unified REST step — plus one-click import of your Alteryx workflows and data.
Enterprise security & governance
Roles, permissions, and traceable lineage across every step, with SQL and Python escape hatches when you want them.
Proof
Real results from PlaidCloud customers
See how finance teams uncover hidden profitability and improve financial decision-making.
Global manufacturer replaced spreadsheet-based models with automated profitability insights.
Distribution company uncovered hidden cost drivers across customer and product segments.
Finance teams moved from spreadsheet models to transparent profitability analytics.
Tax Data Management Software — talk to us
Ready to build on PlaidCloud?
See how teams build data apps and dashboards, model true profitability, and replace Alteryx in one click — all on one AI-native platform. We’ll come back with a side-by-side TCO view.