SR&ED Documentation App

From technical uncertainty to CRA-ready documentation — AI-powered, live in 4 hours.

Guide engineers and scientists through SR&ED-qualifying activity documentation as they work — not at year-end from memory. AI generates CRA-ready project narratives from structured technical inputs, capturing more eligible credits with less consultant time.

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What's included

Adaptive SR&ED eligibility intake by R&D type (software, hardware, process, biotechnology)
Structured questions on technological uncertainty, systematic investigation, and scientific advancement
Preliminary eligibility scoring against ITA criteria
AI-generated project narratives (T661-ready descriptions) from structured inputs
Time-logging integration for capturing qualifying hours at source
Expenditure categorization (SR&ED vs. non-SR&ED) with allocation guidance
Project-by-project evidence collection and document attachment
Year-over-year SR&ED trend analytics and credit estimation
Department-level R&D activity tracking
CRA audit-ready documentation package assembly
Integration with payroll, project management, and accounting systems
Multi-year institutional knowledge of qualifying activities

How AI post-processing works

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Every SR&ED project intake is automatically processed — responses are scored against CRA eligibility criteria (technological uncertainty, systematic investigation, scientific/technological advancement), areas needing stronger documentation are flagged, and a draft project narrative is generated in plain language from structured technical inputs. Engineers and scientists don't need to be writers. The AI converts their structured answers into CRA-compliant narrative descriptions. It also estimates the credit potential based on expenditure categories and flags activities that may not qualify, before the CRA does.

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Auto-Score

Every response scored against your configured rubrics

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AI Summary

Structured summary generated before any human review

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Risk Flags

High-risk submissions flagged and routed immediately

Who it's for

→SME manufacturers and technology companies claiming SR&ED for the first time
→R&D-intensive businesses (biotech, software, advanced manufacturing, engineering)
→Tax consulting firms managing SR&ED claims for multiple clients
→University research commercialization and technology transfer offices
→Companies with large engineering teams conducting incremental R&D
→Startups with significant technical development activity

Use cases

Software Company — Ongoing R&D Documentation

Engineering teams document qualifying SR&ED activities every sprint rather than reconstructing them at year-end. AI scores each project for eligibility and generates draft T661 narratives from structured sprint-by-sprint inputs.

Sprint-level structured intake: what uncertainty did you face, what did you try, what did you learn?
AI eligibility scoring: does this sprint contain qualifying SR&ED activity?
Automatic categorization of qualifying vs. non-qualifying hours
Draft T661 technical description generated from sprint inputs
Year-end assembly: all projects combined into CRA submission package
Year-over-year comparison: credit trends by project and team

Manufacturing Company — Process Improvement R&D

Engineers document technological uncertainties encountered during process development and improvement projects. AI maps documented activities to SR&ED eligibility criteria and flags gaps before year-end.

Process development intake: uncertainty, hypothesis, experiments, results
Automatic distinction between routine engineering and SR&ED-eligible work
Material and labour expenditure allocation guidance
Contract R&D and third-party payment documentation
CRA T661 Part 2 (technical description) generation

SR&ED Consultant — Multi-Client Management

Tax consulting firms use NeoApps.AI to manage SR&ED documentation across multiple client accounts. Each client has their own intake portal. Consultants review AI-scored projects and narratives across their portfolio.

Multi-client portal management from a single consultant dashboard
Client-specific eligibility scoring against their CRA history
AI-generated narratives reviewed and refined by consultants
Audit risk scoring: identifies documentation gaps before submission
CRA correspondence tracking and audit response workflows

Configure & go live

1
Choose your R&D type
Software, hardware, process improvement, biotechnology, or custom
2
Invite your R&D team
Engineers, scientists, and project leads complete intake as they work
3
Configure eligibility rules
Set scoring thresholds aligned with your CRA position
4
Connect time and expense systems
Optional integration with payroll and project management tools
5
Generate and export
CRA-ready documentation package assembled automatically

Average time to live: 4 hours

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