Turn AI token spend into R&D tax credits.

AI for enterprise R&D. Built for tax, accounting and FP&A teams.

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  1. Jira and payroll
    46,200hours=$6.0M
    1,318 Jira tickets · 38 people on payroll
  2. AI tokens
    +$1.9M
    494B tokens in FY2025
  3. Project
    Payments ledger service
    =$7.9M
    R&D spend
TaxForm 6765
$6.4M
QREs
§41
AccountingW/P C-3
$1.8M
Capitalized
ASC 350-40
FP&APortfolio
3.4×
ROI
Drove $27M revenue

Trusted by security-conscious enterprises

One record. A document for each team.Traced to the same hours and tokens.

All your projects on one pane. Every engineering hour and AI token traced to the project it built.

Projects
Engineering time
$13.9M
AI spend
$6.3M
Qualified research
$14.9M
Capitalized
$3.9M
Return on R&D
3.0×
  • Payments ledger service
    Platform · 38 people
    Engineering time
    46,200 h$6.0M
    AI spend
    $1.9M
    Tax
    $6.4M
    Qualified
    Accounting
    $1.8M
    Capitalized
    FP&A
    3.4×
    Plan 4 · Spend 1
    Over plan
  • Fraud model v3
    Risk ML · 21 people
    Engineering time
    25,600 h$3.3M
    AI spend
    $2.6M
    Tax
    $4.9M
    Qualified
    Accounting
    $0
    Expensed
    FP&A
    2.1×
    Plan 1 · Spend 2
  • Mobile onboarding
    Growth · 26 people
    Engineering time
    21,400 h$2.7M
    AI spend
    $0.3M
    Tax
    $1.9M
    Qualified
    Accounting
    $1.2M
    Capitalized
    FP&A
    4.6×
    Plan 2 · Spend 3
  • Support agent
    CX · 12 people
    Engineering time
    9,800 h$1.2M
    AI spend
    $1.4M
    Tax
    $1.7M
    Qualified
    Accounting
    $0.9M
    Capitalized
    FP&A
    1.8×
    Plan 3 · Spend 4
  • Admin tooling
    IT · 9 people
    Engineering time
    6,100 h$0.7M
    AI spend
    $0.1M
    Tax
    $0
    Not qualified
    Accounting
    $0
    Expensed
    FP&A
    Internal
    Plan 5 · Spend 5

AI tokens land on the project that used them.Usage comes straight from your API keys and tool seats.

Capitalizing an AI cost takes evidence that the project consumed it. Some AI charges can also count toward the credit.

AI usageOctober 2025
4 sources
  • Anthropic API
    payments-agent
    $158,300
    Payments ledger service
    Tax creditCapitalized
  • OpenAI API
    fraud-scorer
    $216,700
    Fraud model v3
    Tax creditExpensed
  • AWS Bedrock
    support-agent-prod
    $116,700
    Support agent
    Tax creditCapitalized
  • Cursor
    106 seats
    $4,240
    5 projects
    No tax creditCapitalized
Every line assigned to a project$495,940
31%of Example Co.’s R&D spend goes to AI
“Filing this first year took at least 50% less time.”
Karin Barratt, VP of Tax, Octane

Modern Treasury had its R&D data in under 1 hour and stopped calling engineering by year 2.

Read the case study

Fewer engineer interviews and the external advisor cost is gone.

See every customer

Notion's tax team kept documentation current while engineering projects tripled.

Read the case study

Ready for your security review. We have been through enterprise procurement before.

When your review starts we answer the questionnaire with you.

Security at Neo.Tax Trust Center
  • SOC 2 Type II
  • ISO/IEC 27001
  • GDPR
  • SOC 2 Type II and an external pen test every year
  • Single tenant or on-prem
  • Closed-off LLMs with zero data co-mingling
  • We never train models on your customer-identifying data
  • SSO via Okta, Azure and Google
  • AES-256 in transit and at rest

A record that holds up.

Audit record

Industry-leading audit sustention.

Every figure in the study traces back to Jira, payroll and AI usage.

Expertise

Built by a former IRS auditor.

Our Chief Tax Officer Stephen Yarbrough examined R&D studies for the IRS after 8 years at PwC.

Guidance

With you from setup to filing.

A tax expert walks your team through each step and stays with you if the IRS has questions.

AI for Enterprise R&D. See how it works for your teams.

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