R&D
PLATFORM

From R&D activity to defensible tax claims

Research and development rarely follows a straight line. Ideas evolve, approaches change, and progress is often incremental rather than neatly documented. Yet R&D tax claims demand clarity, structure, and robust evidence. R&D Platform bridges that gap. It transforms day-to-day technical work and cost data into structured, claim-ready R&D documentation, without disrupting how teams work.

THE YEAR-END SCRAMBLE

When the tax year closes, many businesses face the same problem: months of genuine R&D activity must be reconstructed into a coherent, defensible claim.

Technical teams are asked to recall decisions made long ago. Finance teams chase fragmented records. Accountants are left to interpret incomplete narratives under time pressure.

The risk is not just inefficiency, but inconsistency, weak evidence, and avoidable challenge.

R&D Platform addresses this upstream, by structuring R&D activity and costs as they occur, so year-end claims are an output, not a reconstruction exercise.

TURNING ONGOING WORK INTO CLAIM-READY INSIGHT

01

CAPTURE, NOT DISRUPTION

R&D Platform works alongside existing project and reporting workflows. It draws on technical records and cost information already being produced, avoiding additional administrative burden on engineers.

02

STRUCTURE AND QUALIFICATION

R&D activity is organised by project, uncertainty, and technical objective, aligning ongoing work with the principles required for R&D tax relief. This provides early visibility of what is likely to qualify and why.

03

CLAIM-READY OUTPUTS

The platform generates structured technical narratives, cost summaries, and supporting evidence packs—designed for review by professional tax advisers prior to submission.

WHAT R&D PLATFORM DELIVERS

CONTINUOUS R&D STRUCTURING

R&D Platform maintains an evolving view of qualifying projects, activities, and contributors across the accounting period, rather than relying on retrospective reconstruction.

TECHNICAL NARRATIVE CONSISTENCY

Claims depend on clear explanations of technical uncertainty and advancement. The platform supports consistent, project-level narratives grounded in actual development activity.

COST CLARITY AND TRACEABILITY

R&D costs are linked to underlying projects and activities, providing transparency and auditability for advisers and reviewers.

ADVISOR-READY DOCUMENTATION

Outputs are designed to support professional accountants and tax specialists, reducing interpretation effort while preserving technical integrity.

WHERE R&D PLATFORM APPLIES

SOFTWARE AND DIGITAL DEVELOPMENT

For teams delivering continuous improvement and iterative innovation, R&D Platform provides a structured view of qualifying development across products and time periods.

ENGINEERING AND INDUSTRIAL R&D

For organisations developing new processes, systems, or methods, the platform helps distinguish experimental work from routine delivery, supported by technical records and cost attribution.

GROUP AND MULTI-ENTITY STRUCTURES

Where R&D spans multiple companies or cost centres, R&D Platform supports structured allocation and entity-level reporting, providing clarity across complex organisational arrangements.

Security

YOUR DATA, PROTECTED

We process sensitive commercial and financial information. Data is encrypted in transit and at rest. Access controls are granular and auditable. We do not train our models on your data.

SOC 2 Type II GDPR Compliant ISO 27001

INTERESTED IN
R&D PLATFORM?

We are building AI tools for R&D documentation and tax claims. Get in touch to learn more.

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