Find the R&D work your team already did, and what it could be worth
Get an estimate of your qualifying research and costs, ready for your tax professional to review.
R&D Explorer connects to the tools your engineers already use, automatically discovers your qualifying research, estimates effort and cost, and packages everything into a substantiation packet for your tax professional.
Access to CPAs to help you complete your filing end to end.
FinchEverything you need to claim your credit with confidence
From the first commit to a signed evidence bundle, R&D Explorer runs the entire R&D tax credit pipeline, with no spreadsheets and no manual evidence gathering.
One-click integrations
Connect GitHub, Jira, Slack, Trello, Gmail and Finch with secure OAuth. Incremental sync keeps every source current.
AI classification on the 4-part test
Every commit, ticket and thread is scored against IRS Section 41 as qualifying, supporting or excluded, each with reasoning and a confidence score.
Cross-source activity discovery
Clustering unifies work that spans repos, projects and channels into single research activities. No fragments, no double-counting.
Automated effort estimation
A heuristic-plus-LLM pipeline turns raw activity into evidence-backed man-hour ranges, each tagged high, medium or low confidence.
Personnel & cost attribution
Authors are matched to payroll to allocate real wages per person, per activity, turning hours into dollars automatically.
Verifiable evidence
Native artifacts are captured and packaged into a signed BagIt bundle with SHA-256 manifests and FRE 902(14) certification.
From connected tools to filed credit in four steps
Connect your sources
Authorize GitHub, Jira, Slack and more, then set your fiscal year. R&D Explorer syncs everything in the background.
Classify & cluster
AI labels each item against the 4-part test and groups them into unified research activities across every source.
Estimate & attribute
Effort is estimated per activity and matched to payroll, turning engineering work into per-person QRE dollars.
Export your evidence
Generate a Form 6765 report and a signed evidence bundle to hand to your tax professional.
Evidence you can hand over when the IRS asks
Screenshots and links to SaaS tools can go stale. R&D Explorer captures the original artifact behind every qualifying item and packages it into a cryptographically signed bundle that can be verified independently.
Built against the recordkeeping standards of Treas. Reg. § 1.41-4(d), and certified under Federal Rule of Evidence 902(14).