July 2026 product update

The first half of 2026 focused on making your projects match how your teams actually work — and stand up to audit.

Hi there,

The first half of 2026 focused on making your projects match how your teams actually work — and stand up to audit. Highlights below, grouped by product.


R&D Credit

R&D projects built for fast review — and audit

  • Project names come straight from your Epics, so they read like the work your engineers actually did.
  • Narratives (description, uncertainty, experimentation) upgraded for enterprise IRS audits — a 2× improvement in our internal audit-quality evals.
  • Generated by upgraded self-hosted models: better quality, your data stays in our environment.

Screenshot from July 2026 product update

Supervisor & Creator R&D %

  • Blends a supervisor’s own R&D with their team’s average and spreads it across the right projects — as a preview you approve before anything is applied.
  • Optionally uses ticket creators to catch contributors who shape the work without being assigned tickets.
  • → Supervisor R&D Calculation

Screenshot from July 2026 product update

Payroll matching that catches everyone

  • See your match rate at a glance and filter straight to unmatched people.
  • Handles name variations and employees who moved or worked across multiple states; clearer, faster upload validation.

Screenshot from July 2026 product update


ASC 350-40

Use your own project list

  • Match new engineering work to the consolidated project list your team already tracks, aligned to your accounting names.
  • Maintenance, KTLO, and ops work is routed out of feature projects automatically. If you don’t have a list, we generate one.
  • → Project Matching for ASC 350

Screenshot from July 2026 product update

Capitalization that follows your policy

  • Include or exclude specific projects and teams from matching.
  • Set how aggressively work is capitalized, plus a non-project-time minimum.
  • → Project Matching for ASC 350

Screenshot from July 2026 product update

Close on your schedule

  • Sync ASC data earlier in the month to close faster.
  • Effort from tickets completed before your sync date stays in the month it belongs to.

Auditor-ready ASC export

  • Adds project start and end dates, capitalization end-date reasoning, and capitalization status.
  • Employee IDs and added columns let you pivot capitalization by team or department.

Screenshot from July 2026 product update


Platform

Full Jira Data Center integration

  • Connect self-hosted Jira without a cloud migration.
  • Parent Epics from Jira Plans and Advanced Roadmaps are captured correctly, so more work rolls up to the right project.

Faster syncing at enterprise scale

  • Companies with millions of tickets sync without hitting memory or timeout limits.
  • Pull ticket data from your Snowflake warehouse with full parity to the Jira API.
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