R&D Tax Credit Tracker Agent
Replaces a $65k tax compliance coordinator. Automatically identifies R&D-eligible expenses and generates IRS-ready documentation.
SaaS and tech startups leave thousands in unclaimed R&D tax credits annually because tracking qualifying expenses and maintaining audit-ready documentation is time-consuming and error-prone. A tax coordinator manually reviews invoices, timesheets, and project logs to identify eligible costs, then assembles compliance files—a process that takes 20+ hours monthly and often misses opportunities.
The agent monitors your accounting system and project management tools daily, flags R&D-eligible expenses (salaries, software, cloud infrastructure, contractor fees), cross-references them with project timelines, and generates pre-formatted documentation packages ready for tax filing or audit defense. It maintains a running audit trail and alerts you to expiring documentation windows.
Our team deploys this exact skill for you — integrations connected, tested, and live in 10 min on a 15-min walkthrough call.
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