Estimate your credit, route documents with AI, model scenarios, and export filing-ready schedules — the toolkit behind our consulting practice.
Categorizing documents instantly
Don't manually enter data. Just drag and drop financial statements, payroll records, and invoices. Our AI extracts and instantly categorizes every expense like Salaries, Contractors, Materials, and Technical costs into the correct buckets for calculation.
Watch the AI organize your scattered notes into a cohesive technical baseline. This gives you a massive head start and provides our experts the perfect foundation to maximize your return and lock in your audit defense.
Describe specific limitations in standard technology that prevented immediate success.
Stop drowning in loose spreadsheets. Our tool lets you model different financial outcomes by comparing base tracking against aggressive scenarios, all securely organized by Fiscal Year.
Stop waiting weeks for a preliminary assessment. Toggle between overhead methods or adjust salary expenditures to see the exact impact on your Federal and Provincial credits live.
Don't make your accountant wait. Generate CRA-compliant PDF tax schedules (T661, S508, RD-1029) instantly the second your project is ready. Export your entire dataset and share it immediately.
Scaling shouldn't mean compromising on compliance. Our AI and audit defense layers work in the background to ensure every claim is CRA-proof.
Upload your T4s, contractor invoices, and grant documents. Our smart extraction engine automatically categorizes your raw documents into eligible SR&ED expenditures to build your financial claim seamlessly.
With our Full-Service tier, you're never alone. Our platform houses your immutable data securely, while our veteran consultants stand on the front lines to defend your claim.
SOC2 Type II ready. Role-based access control, encrypted data isolation, and full audit logs for your peace of mind.
Start with a free readiness score, or talk to a consultant about your project and fiscal year.