R&D credit intelligence
Research moves fast. Credit evidence should keep up.
Turn scattered technical activity and expense records into a traceable research and development credit workflow—from project discovery and interviews to calculations and reviewer workpapers.
Research to record
Track the work behind the claim.
An AI-assisted workflow can help organize source material and surface questions; technical and tax conclusions stay with the people accountable for them.
Discover research projects
Capture technical objectives, uncertainties, experiments, teams, and relevant time periods.
Collect the evidence
Bring together interviews, engineering records, project documents, payroll, contractor, and supply data with source references.
Map qualified expenses
Classify candidate costs by activity, person, project, and period for expert review; make exclusions and assumptions explicit.
Compute with traceability
Prepare calculation inputs and workpapers that connect the numbers back to source records and reviewer decisions.
Review federal & state
Coordinate the distinct requirements, support, and review questions relevant to federal and applicable state credits.
Preserve the audit trail
Keep approvals, exceptions, and changing assumptions visible across recurring credit cycles.
Where it fits
Built for innovation inside infrastructure.
Data-center engineering, power and cooling systems, software, and other technical development can involve complex research records. Eligibility depends on actual activities and applicable law—not an industry label.
Technical activity and experiments
People, costs, and source records
Calculations, review, and substantiation