LUNARI
Pricing
Tools We Replace
AI
Tax & Compliance

Tax calculated.
Compliance current.

Lunari tracks nexus automatically, calculates sales tax on every transaction, and keeps your filing calendar current — so tax is never a sprint at quarter-end.

Auto nexus detection
Sales tax on every transaction
1099 ready at Jan 31
lunari.cloud/tax/obligations
Tax Obligations · Q2 2026
2 ready to file1 in progress
Sales Tax — CA
Apr 15
$18,420
✓ Ready
Sales Tax — NY
Apr 20
$9,840
✓ Ready
Federal 941
Apr 30
$84,200
In progress
State Income — CA
May 15
$—
Pending
1099 NEC
Jan 31
47 forms
Filed
Nexus detected in 8 states · Auto-calculated
🗺️
Nexus detected automatically
Lunari monitors your revenue by state and flags nexus thresholds before you cross them. No manual tracking, no surprise registrations.
🧮
Sales tax on every transaction
Tax rates are applied at the transaction level, not estimated at month-end. The liability account is always current, always reconciled to the platform.
📋
Filing calendar, always current
Every tax obligation — federal, state, local — is tracked with its due date, estimated amount, and filing status. Nothing falls through the cracks.
How it works

From transaction to filing — tax stays current all year

01
Nexus monitored
Revenue by state is tracked against economic nexus thresholds. You are alerted before you cross a threshold — not after.
02
Tax calculated
Sales tax is applied at the transaction level using jurisdiction-level rates. The liability account is always current and always reconciled.
03
Obligations tracked
Every federal, state, and local filing obligation is tracked with its due date, estimated liability, and current status.
04
Returns prepared
Tax returns are prepared from the live platform data. No manual data extraction, no reconciliation to a separate tax system.
05
Filed & documented
Filed returns and supporting workpapers are stored in the Document Vault, linked to the periods they cover, and retrievable in seconds.

Tax that runs with the business

Nexus tracking, sales tax calculation, filing calendar, and 1099 management — all connected to the live platform.

lunari.cloud/tax/obligations
Tax Obligations · Q2 2026
2 ready to file1 in progress
Sales Tax — CA
Apr 15
$18,420
✓ Ready
Sales Tax — NY
Apr 20
$9,840
✓ Ready
Federal 941
Apr 30
$84,200
In progress
State Income — CA
May 15
$—
Pending
1099 NEC
Jan 31
47 forms
Filed
Nexus detected in 8 states · Auto-calculated
Tax obligation calendar
Every federal, state, and local filing obligation is tracked with its due date, estimated liability, and current status. The calendar is built from your actual transaction data — not a generic template.
lunari.cloud/tax/nexus
Nexus Tracker · 8 States
California
Physical
Exceeded
8.5%
Registered
New York
Economic
Exceeded
8.0%
Registered
Texas
Economic
$180K/yr
6.25%
⚠ Approaching
Washington
Physical
Exceeded
10.1%
Registered
Auto-detected from revenue data · Updated monthly
Nexus detection & tracking
Lunari monitors revenue by state and flags economic nexus thresholds before you cross them. Physical nexus is tracked from your entity and employee data. No manual monitoring required.
lunari.cloud/tax/obligations
Tax Obligations · Q2 2026
2 ready to file1 in progress
Sales Tax — CA
Apr 15
$18,420
✓ Ready
Sales Tax — NY
Apr 20
$9,840
✓ Ready
Federal 941
Apr 30
$84,200
In progress
State Income — CA
May 15
$—
Pending
1099 NEC
Jan 31
47 forms
Filed
Nexus detected in 8 states · Auto-calculated
Sales tax at the transaction level
Tax rates are applied to every transaction using jurisdiction-level rules. The liability account is always current, always reconciled to the platform — no month-end estimation.
lunari.cloud/tax/nexus
Nexus Tracker · 8 States
California
Physical
Exceeded
8.5%
Registered
New York
Economic
Exceeded
8.0%
Registered
Texas
Economic
$180K/yr
6.25%
⚠ Approaching
Washington
Physical
Exceeded
10.1%
Registered
Auto-detected from revenue data · Updated monthly
1099 management
Contractor payments are flagged at the point of coding. At year-end, 1099 NEC and MISC forms are generated from complete, current data — not a retroactive research project.
What's included
✓
Economic nexus threshold monitoring (all 50 states)
✓
Physical nexus tracking
✓
Transaction-level sales tax calculation
✓
Tax obligation calendar (federal, state, local)
✓
Estimated tax liability tracking
✓
Tax provision calculation
✓
1099 NEC / MISC / INT tracking & export
✓
W-9 collection workflow
✓
Sales tax reconciliation to platform
✓
Filing status tracking
✓
Supporting workpaper storage
✓
Tax audit trail & evidence packaging
"We crossed nexus in four states in one quarter. Lunari flagged all four before we filed anything wrong. That alone was worth the entire platform cost."
VP FINANCE · MULTI-STATE ECOMMERCE COMPANY
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87% of invoices auto-coded on arrival. Prepaid schedules, accruals, and 1099 tracking built in.

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View full platform overview →

Tax is not a quarter-end sprint.

See how Lunari keeps your tax position current throughout the year.

REPLACED
The Reckoning

Your finance stack
is already obsolete.

Every tool below was built to solve one problem. Finance teams ended up managing eleven problems — plus the integrations between them. Lunari replaces all of them with one platform, one data model, one close cycle.

BlackLine
Close Management
FloQast
Close Management
Tipalti
Accounts Payable
Bill.com
Accounts Payable
Coupa
Procurement
Expensify
Expense Management
Workiva
Reporting & Compliance
LeaseQuery
Lease Accounting
Avalara
Tax Compliance
Vena
FP&A / Reporting
NetSuite
ERP (Partial)
+ more
The list grows
11
Tools replaced
45+
Integrations eliminated
$207K+
Saved per year
1
Platform to learn
Ready to replace your stack?
One conversation. We'll show you exactly which tools you can cancel on Day 1.
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