Platform category
Substantiation platforms
20 published platforms · Compare platforms →
Substantiation
AgenTax
Modern R&D tax documentation workflows
Workflow platform that turns Jira and GitHub delivery data into structured SR&ED and US Section 41 documentation outputs for engineering, finance, and advisory teams.
Canada · United States
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Boast
AI-driven R&D tax credits for Canada and the US
AI platform that identifies eligible R&D activity from engineering and finance systems, with in-house technical and tax expertise for claim preparation and audit defense across the United States and Canada.
Canada · United States
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Certainti.Ai
Enterprise R&D IntelliClaim automation
Enterprise AI platform that automates R&D tax credit discovery, assessment, documentation, and filing workflows with compliance-oriented audit trails for finance teams.
United States
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Chrono R&D
SR&ED documentation from engineering systems
Canadian SR&ED documentation platform from Chrono Innovation that uses an AI agent to cluster engineering activity from Jira, GitHub, Azure DevOps, and calendars into audit-ready projects, hours, and technical summaries.
Canada
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CodeROI
Engineering evidence for R&D credits and Section 174
Engineering-evidence software that captures audit-ready activity from code repositories and development systems for US R&D credits, Section 174, software capitalization, and Canadian SR&ED substantiation.
Canada · United States
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Flowstate
R&D tax claims that build themselves
Platform that continuously builds UK RDEC and US Section 41 claims from delivery data such as commits, tickets, and project descriptions, with AI-generated technical justifications for adviser review.
United States · United Kingdom
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Incentive.ae
UAE R&D tax credit claim platform
UAE R&D tax credit platform for Cabinet Decision 215 and Ministerial Decision 24 workflows. Integrates accounting, GitHub, Jira, and HRIS data to classify qualifying projects and assemble ERDC and FTA submission packs.
United Arab Emirates
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InfoLink
AI-powered R&D tax credit consulting platform
US tech-enabled R&D practice combining proprietary AI import and classification tools with specialist review to produce audit-ready Section 41 documentation for software and manufacturing clients.
United States
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Instead
AI agent for R&D tax credit claims
US AI tax agent platform with dedicated R&D tax credit workflows for eligibility screening, federal and state savings estimates, substantiation documentation, and preparer-ready filing outputs.
United States
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Kipsi
R&D tax credit studies for accounting firms
US platform for CPA and advisory firms to run R&D tax credit studies with automated client PBC requests, surveys, expense allocation, and study workflow management.
United States
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MASSIE Collaboration Hub
Microsoft Teams R&D documentation hub
Adjacent US workflow product from MASSIE R&D Tax Credits that configures Microsoft Teams, Planner, SharePoint, and Power Automate to capture Form 6765 business-component documentation.
United States
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Neo.Tax
Enterprise AI for R&D tax, Section 174, and software capitalization
Enterprise AI that automates R&D tax credit studies from engineering signals such as Jira and GitHub, with SOC 2 Type II posture and optional single-tenant or customer-hosted deployments.
United States
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ONESOURCE R&D Tax Credit Manager
Enterprise R&D credit workflow in ONESOURCE
Thomson Reuters corporate tax suite integration for R&D studies, including survey workflows, QRE calculation, Form 6765 preparation inputs, and Neo.Tax AI connector for enterprise filers.
United States
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Onshore
AI-powered R&D tax platform
US AI-native platform (formerly SPRX) that ingests payroll, GL, and project data to automate R&D credit studies with specialist review and audit-ready deliverables for CPAs and businesses.
United States
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Praxie R&D Tax Credit Manager
AI-powered R&D tax credit manager
Enterprise workflow software that maps tickets, repos, timesheets, and lab data to qualified projects and produces jurisdiction-specific QRE workpapers with plain-English queries.
Canada · United States
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Quantify
SR&ED time sheets from Jira
Atlassian Marketplace add-on that reconstructs SR&ED-eligible hours from Jira ticket history and workflows without manual timesheets, for accountant-ready inputs.
Canada
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RDvault UAE
UAE R&D tax credit documentation platform
UAE platform separate from RDvault UK that integrates payroll and accounting systems to capture project-level R&D costs and assemble ERDC and FTA submission packs under Cabinet Decision 215.
United Arab Emirates
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TaxCredit.ai
AI classification of qualified research activity
Machine-learning platform that classifies engineering activity from GitHub, Jira, Asana, and similar tools into qualified or excluded R&D categories and generates contemporaneous Section 41 documentation.
United States
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Taxnova
Automated, defensible R&D tax claims for tech companies
AI-native R&D tax platform for tech companies that ingests engineering and financial data to identify qualifying work, size projects, and produce evidence-linked narratives for UK and US programs.
United States · United Kingdom
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TaxTrex
In-house R&D tax claim preparation in three steps
Swanson Reed AI software for accountants and SMBs to prepare R&D claims using automated surveys, risk assessment, and secured document storage, with US and Australian regional offerings.
Australia · United States
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