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into R&D tax credits.

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494B: Project AI token use
Project AI token use
Filed on Form 6765, Section G, line 55

Trusted by security-conscious enterprises

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

Every project on one pane. Each hour and AI token traced to its project.

TaxForm 6765
$8.1M
qualifies for the R&D credit, of $11.3M spent
  • Payments ledger service
    Platform · $7.9M spent
    $6.4M
    Qualified
  • Support agent
    CX · $2.6M spent
    $1.7M
    Qualified
  • Admin tooling
    IT · $0.8M spent
    $0
    Maintenance
AccountingWorkpaper C-3
$2.7M
capitalized as software, of $11.3M spent
  • Payments ledger service
    Platform · $7.9M spent
    $1.8M
    Capitalized
  • Support agent
    CX · $2.6M spent
    $0.9M
    Capitalized
  • Admin tooling
    IT · $0.8M spent
    $0
    Expensed
FP&ASpend vs plan
3.0×
return on R&D spend that drives revenue
  • Payments ledger service
    Platform · $7.9M spent
    3.4×
    Plan 4 · Spend 1
  • Support agent
    CX · $2.6M spent
    1.8×
    Plan 3 · Spend 4
  • Admin tooling
    IT · $0.8M spent
    Internal
    No revenue line

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Every AI bill split by project.Neo.Tax reads your API keys and tool seats.

AI spend by project
$4.0Mof $6.3M
of AI spend counts toward the R&D credit
31%of 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.

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Fewer engineer interviews and the external advisor cost is gone.

See every customer

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

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

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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