R&D Tax Credit Automation

Automatically turn the work your team already does into R&D tax credits

Everything you need to claim your R&D tax credit in minutes.

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 - ready for the IRS.

Access to CPAs to help you complete your filing end to end.

Connects to the tools your team already uses
GitHubJiraSlackTrelloGmailFinchFinch
Features

Everything 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 defensible 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.

Audit-defensible evidence

Native artifacts are captured and packaged into a signed BagIt bundle with SHA-256 manifests and FRE 902(14) certification.

How it works

From connected tools to filed credit in four steps

01

Connect your sources

Authorize GitHub, Jira, Slack and more, then set your fiscal year. R&D Explorer syncs everything in the background.

02

Classify & cluster

AI labels each item against the 4-part test and groups them into unified research activities across every source.

03

Estimate & attribute

Effort is estimated per activity and matched to payroll, turning engineering work into per-person QRE dollars.

04

Export your evidence

Generate a Form 6765-ready report and a signed, audit-defensible evidence bundle, ready to file or hand to an auditor.

Built for audit

Evidence that holds up when the IRS asks

Screenshots and links to SaaS tools don't survive an audit. R&D Explorer captures the original artifact behind every qualifying item and packages it into a cryptographically signed bundle an examiner can verify independently, with no foundation witness required.

Built to meet Treas. Reg. § 1.41-4(d) and admissible under Federal Rule of Evidence 902(14).

FRE 902(14) self-authenticating certification
Ed25519 digital signatures on every bundle
SHA-256 manifests for tamper-evidence
Native artifacts: .eml, Slack RSMF, git bundles
7-year audit-log retention with full chain of custody
7Tools connected out of the box
11k+Work items triaged in a single sync
6765IRS form generated, filing-ready
100%Signed, independently verifiable evidence