AI for enterprise tax. Automating the R&D Tax Credit and ASC 350-40 software capitalization in real time.
Neo.Tax uses artificial intelligence to automate the R&D Tax Credit process, eliminating the need for surveys, interviews, FIN48, and RTP. By ingesting real-time data from systems like Jira, GitHub, payroll, and ledgers, the platform analyzes over 20 passive signals to qualify projects under IRS code §41.
The platform employs agentic AI models trained on IRS codes, regulations, and court cases to perform each step of the tax credit process with precision. It generates audit-ready documentation, including Form 6765, project narratives, and QRE calculations, with full traceability to source data.
Trusted by enterprise tax teams at companies like Adobe, Capital One, Thomson Reuters, and SoFi, Neo.Tax is designed to integrate securely into existing workflows with SOC 2 Type II certification, single-tenant deployments, and strict data privacy controls.