Transforming R&D tax credit studies with AI-powered engineering data analysis

Overview

We built TaxCredit.ai, an AI-powered platform that transforms how companies and accounting firms complete R&D tax credit studies. By analyzing engineering data from source control and project management systems, the platform replaces manual interviews, spreadsheets, and estimates with data-driven qualification analysis, automated technical summaries, and audit-ready documentation.

Business impact

TaxCredit.ai creates a scalable workflow for identifying and documenting qualified research activities using the engineering records companies already generate. The platform reduces study completion time, improves documentation quality, and enables CPA firms to deliver R&D tax credit services more efficiently while helping innovative companies maximize available tax incentives.

• Reduces R&D study completion time from weeks of interviews to under an hour
• Serves more than 500 innovative tech startups across the AI, software, hardware, life sciences, and pharmaceutical industries
• Has helped businesses claim more than $60 million in federal R&D tax credits
• Partners with 60+ CPA firms

Problem

Traditional R&D tax credit studies rely on manual processes including employee interviews, surveys, spreadsheets, and documentation reviews. These workflows require significant time from accounting teams and engineering organizations while creating uncertainty around which activities qualify under IRS guidelines.

For small and midsize accounting firms, the challenge is amplified by the technical complexity of evaluating software development work and collecting the documentation needed to support R&D credit claims.

TaxCredit.ai takes a more efficient approach, using the engineering data companies already generate through their daily workflows.

Solution

We developed TaxCredit.ai, an AI-powered platform that automates key parts of the R&D tax credit study process using engineering and business data.

The platform analyzes records from source control and project management systems to classify qualifying research activities, calculate reasonable time allocations, and generate audit-ready documentation. Instead of relying on employee estimates, TaxCredit.ai uses actual engineering activity data to provide a more objective view of R&D work.

Generative AI creates technical summaries mapped to IRS qualification criteria, with citations linking back to source data so accountants and client teams can verify outputs. Built-in safeguards, including human review and auditable classifications, ensure transparency throughout the process.

Result

TaxCredit.ai transforms R&D tax credit studies from a manual documentation exercise into a streamlined, data-driven workflow.

By automating data collection, activity classification, and technical documentation, the platform reduces study completion time from weeks of interviews to under an hour while improving the quality and traceability of supporting records. The solution enables CPA firms to expand their R&D tax credit services and has helped companies claim more than $60 million in federal tax credits.