Operational Brief

Announcing Full-System R&D Filing Automation

2026-03-08
3 min read
Engineering Strategy Team

The era of 'assisted' tax credit filing is changing quickly. Today, we are outlining how Grant & Funding is moving from a professional portal toward a more automated operating system for R&D tax credit preparation.

Beyond "Drafting": Absolute Autonomy

Most platforms in the innovation incentive space are glorified 'form-fillers'. They help you write, they help you track, and they help you wait.

Our platform is designed to reduce manual drafting work and make the filing record easier to defend. We have spent the last fiscal quarter closing four of the largest operational gaps that normally slow teams down.

1. The Autonomous Filter (Evidence Ranking) Technical teams generate massive noise. Our new Evidence Ranker autonomously sifts through GitHub PRs, Slack technical discussions, and Jira tickets. It identifies the high-density signals of Scientific Uncertainty and discards routine maintenance noise before a human even sees it.

2. The Labor-to-Code Bridge (Autonomous Reconciliation) The #1 trigger for a CRA audit is a disconnect between payroll spend and technical activity. Our Reconciliation Engine automatically bonds every R&D dollar to a specific technical artifact. When the government asks for proof, we don't show them a narrative—we show them a month-by-month cryptographic reconciliation of salary to code commits.

3. Audit Review Simulation Before a dossier is submitted, the system stress-tests the technical narrative against common audit objections. If it finds weak evidence or vague product language, it flags the filing for remediation before final review.

4. The Final Mile (Cryptographic E-Filing) For "A-Grade" dossiers, the journey ends with a single click. Our Sentinel T661 Gateway performs a secure, HMAC-signed handshake with the government, transmitting your narratives, labor maps, and evidence locker directly to the filing system.

The Paradigm Shift

For the CEO, this means faster visibility into eligible work. For the CTO, this means less time spent reconstructing technical history. For the accounting partner, this means a cleaner, more defensible filing package.

This workflow is now live for enterprise partners. The goal is not hype or one-click magic; it is a better, more reliable operating model for complex filing work.

Unleash the Engine

Connect your infrastructure today and move from retroactive reporting toward a more complete, real-time evidence workflow.

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