CodeROI is a deterministic software platform that automatically captures real-time engineering activity from systems like GitHub and converts it into audit-ready documentation for R&D tax credits, Section 174 amortization, and software capitalization. The platform eliminates manual time tracking and estimates, providing traceable, event-level evidence that meets IRS documentation standards. It also supports Cap Labor tracking to boost EBITDA and helps companies recover 30-50% of software development spend.
Funding
Funding not disclosed
Founders
Product
Problem
Companies claiming R&D tax credits and software capitalization benefits face increasingly strict IRS documentation requirements, including the need for contemporaneous, event-level evidence rather than estimates or project-level narratives. Traditional approaches rely on retrospective estimates, story points, or broad project percentages that are no longer defensible under audit, leaving companies exposed to scrutiny and potential loss of valuable tax incentives.
Solution
CodeROI provides a deterministic software platform that connects to existing engineering systems like GitHub and automatically captures real-time evidence of software development activity. The platform categorizes this evidence and transforms it into audit-ready documentation for software capitalization, R&D tax credits, Section 174 amortization, and SDLC compliance without requiring engineers to change their workflow or fill out timesheets. Unlike generative AI solutions, CodeROI is built as a deterministic system where every output is traceable to specific engineering activity, ensuring defensibility under IRS examination. The platform automatically segregates activities into direct research, supervision, and support categories, matching new IRS Form 6765 requirements, and applies jurisdiction-specific tax treatments for domestic and international development work.
Target Audience
Primary customers are startup founders, CFOs, and finance teams at software companies seeking to maximize R&D tax credits, software capitalization benefits, and Section 174 deductions, as well as their CPA firms and specialty tax advisors who need defensible substantiation documentation.
Features
- Real-time capture of engineering activity from GitHub and similar platforms with automatic categorization by business component, ticket, and activity type
- Deterministic, non-AI architecture ensuring every output is traceable to specific engineering events with no probabilistic transformation
- Automatic segregation of activities into direct research, supervision, and support categories matching IRS Form 6765 Section G requirements
- Cap Labor tracking that moves software development expenses from OpEx to CapEx, boosting EBITDA by up to 15%
- Jurisdiction-specific tax treatment automation for Section 174 amortization, including immediate expensing for domestic U.S. costs and 15-year amortization for foreign costs
- Contractor cost substantiation supporting R&D credits at 65% in the U.S. and 80% in Canada for eligible arm's-length contractors
- Audit-ready documentation generation with no engineer surveys, timesheets, or workflow changes required