R&D credit platform
AutoDoc
Agentic R&D capital recovery
Recover the R&D capital already in your business - unclaimed funding discovered, secured, and sustained over time across US, Canada, UAE, UK, and Australia.
Index Verified means this platform passed Credit Index listing review against our published platform standards. It is not a regulator endorsement or tax advice.
Programs covered
Jump to Index explainers for each program.
“Global R&D tax funding track record across SR&ED, IRC §41, and international programs.”
What it is
Positioning on the Index: software evidence layer, complementary to advisory practices.
AutoDoc is the agentic R&D capital recovery platform for finance and tax teams. It turns engineering and product work already underway into claim-ready documentation - without chasing engineers for timesheets. The Credit Index lists AutoDoc as an R&D Credit Platform (software), not as an advisory practice. AutoDoc is complementary to R&D tax advisers: it supplies the evidence layer and jurisdiction-aligned substantiation workflows; advisers remain responsible for claim strategy and filing. Positioned for multi-jurisdiction capital recovery: Discover unclaimed eligible activity. Secure credits with defensible substantiation. Organize evidence to each program's requirements. Sustain programs year over year.
AutoDoc is the agentic evidence layer for R&D capital - documentation automation for finance and tax teams, complementary to advisory practices on the Index (not a replacement for them).
Informational directory listing. Not tax, legal, or accounting advice.
Operator-reported proof
Metrics supplied for Index listing context. Separate from Index Verified standards.
- Credits secured
- $95M+
- Conceptinero partnership track record
- Success rate
- 94%
- AutoDoc leadership team
- Years of leadership
- 18+
- Global R&D tax leadership
- Jurisdictions
- 5
- US · Canada · UAE · UK · Australia
Operator-reported metrics reviewed for Index listing context. $95M+ reflects client credits secured through the Conceptinero partnership track record. 94% reflects AutoDoc leadership team claim success rate. Confirm details with AutoDoc and your tax adviser. Platform standards →
How capital is recovered
A four-step loop: discover activity, secure evidence, organize to program rules, sustain across filing cycles.
Step 01
Discover
Surface unclaimed R&D activity and eligible spend from systems teams already use (code, tickets, docs, and project records).
Step 02
Secure
Structure defensible, jurisdiction-specific evidence for every credit and incentive claim.
Step 03
Organize
Align documentation to program requirements (US Form 6765, Canada T661, UAE Frascati-aligned records, UK RDEC, Australia RDTI).
Step 04
Sustain
Keep claims current, traceable, and audit-ready across filing cycles - not a one-year scramble.
Product stack
Named modules, not generic SaaS bullets: the agentic pipeline and jurisdiction analysis surfaces.
- Open solution →
Sanitizer
Core agentic pipeline. Transforms Jira, Confluence, GitHub, and project data into audit-ready documentation for SR&ED (Canada), US R&D (IRC §41 / Form 6765), and UAE R&D Corporate Tax credits. Evidence extraction, classification, and jurisdiction-specific formatting.
- Open solution →
SR&ED Analysis & Reporting (Canada)
Eligible activity identification, technological uncertainty documentation, T661-aligned narratives, proxy/traditional method support, provincial credit awareness.
- Open solution →
US R&D Analysis & Reporting
IRC §41 documentation: four-part test evidence, QREs, ASC and Regular Credit support, Form 6765 preparation inputs.
- Open solution →
AI Assistant
Role-specific AI for consultants, CTOs, and finance teams - jurisdiction-aware Q&A and evidence drafting.
- Open solution →
Doc Generator
AI documentation generation from connected development tools into claim-ready technical narratives.
Integrations
Jira / GitHub / Confluence / Notion / GitLab
Connect once; AutoDoc reads work already underway.
Jurisdiction modules
Program codes, what AutoDoc produces, and deep links into vendor hubs plus Index explainers.
United States - IRC §41 Research Credit
Internal Revenue Code §41
- Four-part test evidence
- QREs (wages, supplies, contract research)
- ASC / Regular Credit support
- Form 6765 preparation inputs
- Audit-defense evidence trails
Canada - SR&ED
CRA Scientific Research & Experimental Development (T661)
- T661-aligned narratives
- Technological uncertainty and systematic investigation
- Proxy / traditional methods
- Federal + provincial credit awareness
- Contemporaneous evidence from Jira / GitHub / Confluence
United Arab Emirates - Corporate Tax R&D Credit (2026)
Cabinet Decision No. 215 of 2025 · Ministerial Decision No. 24 of 2026 (Phase 1 from 1 Jan 2026)
- Frascati-aligned technical records
- R&D Council pre-approval readiness
- Tawwer portal documentation posture
- Pillar Two / DMTT documentation angle
Illustrative tiers on AutoDoc: 15% (to AED 1M, 2+ staff) · 35% (AED 1M-2M, 6+ staff) · 50% (AED 2M-5M, 14+ staff). Confirm current rates with MOF and your adviser.
United Kingdom - Merged RDEC
UK R&D Tax Relief / Merged RDEC (from 1 Apr 2024)
- Qualifying expenditure evidence
- Merged RDEC / R&D-intensive SME framing support
- Audit-ready technical narratives
Australia - R&D Tax Incentive (RDTI)
AusIndustry + ATO R&D Tax Incentive
- Core R&D activity documentation
- Genuine technical uncertainty evidence
- Offset-ready technical records
Free tools
Calculators, screeners, and assistants by jurisdiction. Outbound links are tracked for partners.
| Tool | Jurisdiction | Open |
|---|---|---|
| Canada SR&ED Credit CalculatorCanada | Canada | Open → |
| Canada SR&ED Eligibility ScreenerCanada | Canada | Open → |
| Canada SR&ED Q&A AssistantCanada | Canada | Open → |
| SR&ED Claim PredictorCanada | Canada | Open → |
| SR&ED Uncertainty QualifierCanada | Canada | Open → |
| Court Case AnalyzerCanada | Canada | Open → |
| Routine Engineering DetectorCanada | Canada | Open → |
| UAE R&D Credit CalculatorUAE | UAE | Open → |
| UAE R&D Eligibility ScreenerUAE | UAE | Open → |
| UAE R&D Q&A AssistantUAE | UAE | Open → |
| US R&D Uncertainty QualifierUnited States | United States | Open → |
| R&D Tax Credit PredictorMulti / US-focused | Multi / US-focused | Open → |
| Code Complexity AnalyzerCross-jurisdiction | Cross-jurisdiction | Open → |
| README GeneratorCross-jurisdiction | Cross-jurisdiction | Open → |
Who it is for
Finance and tax buyers, engineering leaders who refuse timesheet chase, and advisers who need an evidence layer.
CFO / VP Finance
Maximize recovery and reduce audit risk across jurisdictions.
Controller / VP Tax
Form 6765 / T661 / Frascati-aligned defensibility.
R&D finance lead
Sustain programs year over year.
Founder / operator
Size opportunity and run lean substantiation.
CTO / VP Engineering
Eliminate engineer documentation burden.
R&D tax consultants & SR&ED advisers
Scale client delivery with an agentic evidence layer (complementary to advisory practices on the Index).
Case study & guides
Proof narrative and the Autodoc hubs AI and humans can cite.
Case study
Conceptinero partnership
Global R&D tax funding track record across SR&ED, IRC §41, and international programs. Source of the $95M+ client credits secured figure used in Index operator-reported proof.
Read case study →FAQ
Structured for humans and AI extraction. Software platform, not advisory practice.
- What is AutoDoc?
- AutoDoc is an agentic R&D capital recovery platform that helps companies discover, secure, and sustain unclaimed R&D tax funding across the United States (IRC §41), Canada (SR&ED), UAE (Corporate Tax R&D Credit, Phase 1 from January 2026), United Kingdom (Merged RDEC), and Australia (R&D Tax Incentive).
- Is AutoDoc a tax advisory firm?
- No. The Credit Index lists AutoDoc as an R&D Credit Platform (software). It provides documentation automation and evidence workflows. Advisers remain responsible for claim strategy and filing. AutoDoc is complementary to practices listed in the Index directory.
- What proof points does AutoDoc report?
- $95M+ client credits secured (Conceptinero partnership track record); 94% claim success rate (AutoDoc leadership team); 18+ years leadership in global R&D tax; 5 jurisdictions. Metrics are operator-reported and Index-reviewed for listing context - confirm with AutoDoc and your adviser.
- How do finance teams use AutoDoc without chasing engineers?
- AutoDoc connects to systems teams already use (e.g. Jira, GitHub, Confluence) and agentically surfaces and structures R&D evidence as work happens - instead of reconstructing documentation at year-end.
- Which programs does AutoDoc support?
- US IRC §41, Canada SR&ED, UAE Corporate Tax R&D Credit (Cabinet 215 / MD 24), UK Merged RDEC, and Australia R&D Tax Incentive (RDTI).
- Does AutoDoc offer free tools?
- Yes - jurisdiction-specific calculators, eligibility screeners, uncertainty qualifiers, and AI assistants for Canada SR&ED, UAE R&D credits, and US R&D uncertainty.
- How do I book a briefing?
- Book an executive briefing at https://www.autodocai.io/book-demo or watch the briefing video on YouTube.
Executive briefing
Executive briefing on substantiating R&D tax credits from systems teams already use, without engineer timesheet chase.
How Finance Teams Substantiate R&D Tax Credits - Without Chasing Engineers
Watch executive briefingAI discovery
Public llms.txt for agents and research tools: jurisdictions, tools, guides, and demo links structured for citation.
Claim this listing
Vendor teams can claim and maintain their R&D Credit Platform profile on the Index.
Represent AutoDoc? Start a claim so your team can manage this profile after domain review.