Large Language Models
are great at ingesting contemporaneous documentation and analyzing 20+ passive signals in messy data, all in real time
AI for
Enterprise Tax
Automate the R&D Tax Credit in real-time to
eliminate surveys,
interviews,
FIN48, and
RTP.
TRUSTED BY
WHY NEO
AI does the work.
AI does the work.
You get the credit.
Agentic AI Models
trained on IRS codes, regs and court cases, work like an assembly line of Tax experts to perform every step perfectly
Generative AI
is great at... generating audit-ready and IRS-specific documentation and studies
CUSTOMERS
The only AI trusted
The only AI trusted
by enterprise tax teams.
The perfect AI × Tax use case with the most tangible ROI.
Loved by CFOs, infosec teams, and auditors.
Having Neo.Tax AI do the work and then me review really reduces my time and also creates a more accurate and quality product.
Neo.Tax is the best software we have used in our tax department… Our CFO loved how unbelievable the ROI was. This is the only AI we've used that actually worked — and it delivered a real, tangible tax output.
We used Neo.Tax for our 2023 credit claim and were thoroughly impressed… Neo.Tax significantly reduced the number of interviews we conducted and helped us eliminate a major cost with an external advisor.
HOW IT WORKS
Messy data in.
Messy data in.
Audit-ready outputs out.
Six AI agents run continuously over your real engineering data.
The result is a single source of truth for every R&D and software-cap decision.
Inputs
Your messy company data
- Jira tickets & epics
- Payroll & ledger
- Org structure
- GitHub & changelog
The Engine
Neo.Tax AI agents
Project Creator IRS Qualification Quantifier QRE Calculator Project Narrative QRE Defender
Each agent is trained on IRS code, regulations, and case law — and runs continuously
across every engineering signal you have.
Outputs
Audit-ready deliverables
- 1 R&D Tax Credit Study
- 2 Software Cap (ASC 350-40)
- 3 R&D Cap (§174)
ENTERPRISE SECURITY
Cleared by the most demanding infosec teams.
SOC 2 Type II, single-tenant deployments, customer-hosted options, closed-off LLMs, and zero data co-mingling. The only AI in tax that has actually been through enterprise procurement — and lived to tell about it.
- ✓ SOC 2 Type II Certified
- ✓ SSO via Okta, Azure, Google
- ✓ Single tenant or hosted in your cloud
- ✓ AES-256 in transit and at rest
- ✓ Strict role-based access controls
- ✓ External penetration tested annually
SOC 2 Type II
Annually audited controls covering security, availability and confidentiality.
Dedicated Cloud
OIDC/SAML, IP whitelisting, and closed-off LLMs. Data never leaves your tenant.
BYOC Deploy
Bring your own cloud — Neo.Tax connects to your secured database.
PII-Free Training
Strictly anonymized; we never train models on your customer-identifying data.
See your R&D credit, in real time.
A 30-minute walkthrough on your own data. No surveys required.
Schedule a Demo