ClaimGen offers an AI‑driven platform that automates the Canadian SR&ED tax credit claim process. Users provide a plain‑language project description, and the system uses natural‑language processing and an AI interview to generate CRA‑compliant T661 forms, which are reviewed by certified specialists and submitted electronically. The service operates on a success‑based fee paid only after the claim is approved.
Funding
Funding not disclosed
Founders
Product
Problem
Canadian companies conducting R&D often struggle with the SR&ED tax credit process because it requires detailed technical documentation, manual data gathering, and expert knowledge of CRA criteria. The effort is time‑intensive, prone to errors, and many firms miss eligible credits or face audit challenges.
Solution
ClaimGen delivers an end‑to‑end, AI‑driven platform that streamlines every phase of the SR&ED claim lifecycle. Users input a plain‑language project description, and the system applies natural‑language processing to map activities against CRA eligibility rules. An AI‑facilitated technical interview extracts the necessary scientific and engineering details, while a guided wizard collects financial documents and generates the required T661 forms. The draft claim is then reviewed by certified SR&ED specialists who ensure compliance and audit readiness before a one‑click digital signature submits the package directly to the CRA. The platform provides a live dashboard for real‑time status tracking, secure data handling, and a success‑based pricing model that eliminates upfront fees.
Target Audience
The primary customers are Canadian corporations—ranging from early‑stage startups to mid‑size enterprises—that undertake qualifying R&D activities and seek to maximize SR&ED tax credits.
Features
- NLP engine that parses project narratives and auto‑matches them to CRA eligibility criteria
- AI‑powered technical interview (chat with a virtual CTO) to capture detailed scientific uncertainty and systematic investigation data
- Guided document ingestion workflow with encrypted storage and automated extraction of payroll, material, and subcontractor expenses
- Auto‑generation of CRA‑compliant T661 forms and digital signature capability for direct electronic filing
- Expert review layer that validates technical narratives, performs risk assessment, and prepares audit‑ready documentation
- Real‑time claim progress dashboard with status alerts, version control, and exportable reports via a FHIR‑compatible API
- End‑to‑end encryption at rest and in transit, role‑based access controls, and hardened hosting to meet industry security standards
- Success‑based fee structure applied only after CRA approves and funds the claim, removing financial risk for clients