ClaimKit provides an AI‑driven platform that automatically ingests code repositories, issue trackers, and communication logs to generate contemporaneous documentation for R&D tax credit and grant filings. The system applies a rule‑based eligibility engine, creates pre‑filled claim dossiers, and offers a secure web portal for review, approval, and submission, integrating with tools such as Jira, GitHub, and Slack.
Funding
Funding not disclosed
Founders
Product
Problem
Technology companies often lack a streamlined method to collect, organize, and validate the granular project data required for R&D tax credit and grant applications, leading to costly consulting engagements, delayed submissions, and under‑claimed eligible expenses.
Solution
ClaimKit delivers an AI‑driven automation platform that ingests source‑code repositories, issue trackers, and communication logs to produce contemporaneous documentation of R&D activities. The system applies a rule‑based eligibility engine to flag qualifying labor, material, and overhead costs, then assembles a compliant claim dossier in minutes. Users can review, approve, and submit the claim through a secure web portal or directly to tax authorities, eliminating manual data extraction and reducing consulting fees. Real‑time integration with tools such as Jira, GitHub, and Slack ensures that evidence is captured at the point of creation, maximizing claim amounts while maintaining audit‑ready trails. The platform supports both R&D tax credit filings and grant proposal generation, offering a unified workflow for finance and product teams.
Target Audience
Finance leaders, CFOs, and founders of software and hardware firms that incur qualifying R&D expenditures, as well as grant‑seeking product teams, are the primary users of ClaimKit.
Features
- AI‑powered eligibility engine that maps development activities to statutory R&D credit criteria across multiple jurisdictions
- Native connectors and webhooks for Jira, GitHub, GitLab, Azure DevOps, and Slack to harvest commit metadata, ticket histories, and discussion threads in real time
- Automated generation of contemporaneous documentation (time‑stamped work logs, code diffs, design artifacts) delivered via secure email or Slack notifications
- End‑to‑end claim drafting workflow that produces pre‑filled tax forms, supporting schedules, and grant narratives in under 15 minutes
- Role‑based review portal with version control, digital signatures, and audit logs to satisfy compliance audits
- Export modules for common filing formats (XML, JSON, PDF) and direct API integration with major tax authority portals (e.g., IRS, HMRC)
- SOC 2‑compliant cloud storage with AES‑256 encryption and granular access controls