R&D Organiser
From project chaos to tax claim
Research and development work is inherently unpredictable. Projects shift direction. Teams iterate. Documentation lags behind activity. R&D Organiser captures qualifying work as it happens and generates claim-ready documentation continuously.
The year-end scramble
Then the tax year ends, and someone must reconstruct months of R&D work into a defensible claim.
Hours vanish into spreadsheets. Engineers write narrative descriptions of work they barely remember. Finance chases technical staff for timesheets they never kept. The claim deadline approaches while documentation remains incomplete.
R&D Organiser solves this at the source. It captures R&D activity as it happens, organises it by project and qualifying criteria, and generates claim-ready documentation continuously. When tax time arrives, the work is already done.
What R&D Organiser does
It integrates with your development tools, extracts R&D-relevant activity automatically, maps it against HMRC criteria, and generates documentation that meets regulatory requirements.
Connect your tools
Integrate with version control, task management, and time tracking. No changes to how your engineers work.
AI captures & qualifies
The system extracts R&D activity and maps it against HMRC criteria. You see in real time which work counts.
Generate claims
Technical narratives, cost breakdowns, supporting evidence—ready for your tax advisers to review and submit.
Core capabilities
Four functions that transform how you document R&D for tax relief
Continuous capture
The system integrates with your project tools—version control, task management, time tracking. It extracts R&D-relevant activity automatically, without requiring engineers to change how they work.
Qualification mapping
Not all technical work qualifies for R&D relief. The system understands HMRC criteria and maps activities against them. You see, in real time, which work counts and which does not.
Project organisation
R&D often spans multiple workstreams, teams, and time periods. R&D Organiser maintains a structured view of qualifying projects—who worked on what, when, and why it qualifies.
Claim generation
Technical narratives, cost breakdowns, supporting evidence—the system generates claim documentation that meets HMRC requirements. Your tax advisers review and submit, rather than reconstruct and write.
How teams use R&D Organiser
Software development
A technology company runs continuous development across multiple products. R&D Organiser tracks commits, tickets, and time entries.
Project-by-project narratives and cost allocations—ready for claim submission.
Engineering R&D
A manufacturer develops new production processes. The system captures engineering time, prototype costs, and technical documentation.
Distinguishes qualifying experimental work from routine production—before the auditors ask.
Multi-entity claims
A group structure with R&D activity across subsidiaries. R&D Organiser consolidates qualifying work and allocates costs correctly.
Generates separate claims for each entity. Group finance gains visibility without chasing each team.
Fits your development workflow
R&D Organiser connects to the tools your teams already use. No behaviour change required. The system reads from your existing infrastructure and writes back structured R&D documentation.
Engineers keep working as they always have. The documentation happens automatically.
Integration points
Version control
GitHub, GitLab, Bitbucket
Task management
Jira, Asana, Linear, Azure DevOps
Time tracking
Toggl, Harvest, Clockify
Financial systems
Xero, QuickBooks, SAP
Your data, protected
We process sensitive commercial and financial information. We treat security accordingly. Data is encrypted in transit and at rest. Access controls are granular and auditable. We do not train our models on your data, and we do not share it with third parties.
Interested in R&D Organiser?
We are building AI tools for R&D documentation and tax claims. Get in touch to learn more about our approach.
Get in touch