Platform category

Capital recovery platforms

Platforms oriented to identifying, quantifying, and recovering R&D incentive value across tax filings.

20 published platforms · Compare platforms →

Capital recovery · Featured
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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.
Canada · Australia · United States · United Kingdom · United Arab Emirates
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Capital recovery
Ardius
Automated R&D tax credits via Gusto
US R&D tax credit technology (now a Gusto company) that scans payroll and accounting data to identify qualifying activities and prepare study documentation through partner channels.
United States
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Capital recovery
ClaimGen
SR&ED claims with AI speed and expert quality
Canadian SR&ED platform combining AI project identification, guided interviews, and document collection with specialist review before CRA filing.
Canada
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Capital recovery
ClaimKit
Maximise your R&D tax incentive in days
Australian R&D Tax Incentive platform that connects GitHub, Jira, Linear, Notion, and Xero to draft claims with expert review before AusIndustry lodgement.
Australia
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Capital recovery
Clarus R+D
R&D tax credit software with expert support
US platform combining AI-enabled qualification tools, expense imports, and SOC 2-certified workflows with human experts for federal and state R&D credits, including startup payroll-tax offset scenarios.
United States
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Capital recovery
Dash.tax
R&D credits up to $50k for CPAs and startups
KBKG software for small businesses and CPA firms to calculate federal R&D credits up to $50,000 with white-labeled dashboards, Form 8974 outputs, and optional California state credits.
United States
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Capital recovery
Exactera
Technology-based R&D tax credit services
US hybrid platform combining purpose-built R&D software with specialists for federal and state credit calculation, PBC collection, and audit-ready reporting.
United States
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Capital recovery
Fondo
R&D tax credits for startups on autopilot
US startup finance platform that identifies R&D eligibility from payroll data, prepares Form 6765 inputs, and applies credits to payroll or corporate returns through CPA review.
United States
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Capital recovery
GOAT.tax
Self-service R&D tax credit SaaS with expert review
US R&D tax credit SaaS from Source Advisors with payroll integrations, real-time credit projections, expert review, and a CPA multi-client portal for study preparation and Form 6765 support.
United States
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Capital recovery
Grantify
AI-driven R&D tax credit and grant platform
UK platform guiding SMEs through R&D tax credit eligibility, narrative questionnaires, costing worksheets, and accountant-reviewed CT600 submissions alongside grant discovery tools.
United Kingdom
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Capital recovery
Gusto R&D Tax Credits
R&D credits through your payroll provider
Gusto product surface for identifying and applying startup R&D payroll tax credits using employee payroll data, complementing the Ardius automation acquired by Gusto.
United States
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Capital recovery
MainStreet
Tax credits for startups on autopilot
US tech platform (now part of the Gusto ecosystem) that programmatically gathers payroll and accounting data to identify and file R&D and other startup tax credits with minimal founder time.
United States
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Capital recovery
Pilot R&D Credits
Full-service R&D credit for startups
US startup finance provider offering an R&D tax study workflow with documentation for Forms 6765, 8974, and 941 payroll-tax offset elections, backed by specialist review.
United States
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Capital recovery
QLC R&D Gateway
End-to-end UK R&D claim portal
Queen's Lane Consultants portal for UK SMEs to upload costs, collaborate on narratives, and track HMRC claim progress with Xero, Sage, and QuickBooks integrations.
United Kingdom
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Capital recovery
Staxiom
Automated R&D credits for US startups
US startup platform that syncs payroll and accounting data to automate R&D tax credit analysis, Form 6765 preparation support, and payroll tax offset guidance with CPA review.
United States
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Capital recovery
Tax Cloud Ireland
Irish R&D tax credit claim portal
Irish R&D tax credit portal integrated with Xero to upload and assign qualifying costs, with specialist support for Revenue submissions and CT1 preparation.
Ireland
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Capital recovery
Tax Cloud UK
UK R&D tax credit software with expert review
UK online R&D tax claim platform integrated with Xero for cost upload and assignment, backed by specialist review for optimized claims and corporation-tax filing support.
United Kingdom
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Capital recovery
TaxRobot
AI-powered US R&D tax software
US AI platform that automates R&D tax credit onboarding, qualification, calculation, substantiation, and document generation for businesses and CPA firms.
United States
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Capital recovery
TaxTaker
R&D tax credits for growing companies
US tech-enabled R&D tax credit platform for founders and finance teams, designed to produce CPA-ready deliverables for Form 6765 and payroll-tax offset elections.
United States
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Capital recovery
Titan Armor
R&D credit software with engineering support
US self-service R&D tax credit platform with tiered DEFCON-style documentation depth, QRE calculators, and optional engineering expert support for IRS audit defense.
United States
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