FINANCE
Cut down R&D tax credit processing from weeks to just hours. Let AI Agents handle document extraction, QRE calculations, and IRS form generation, so you can focus on strategic business decisions.
Trusted by the best
Processing R&D tax credits typically requires multiple hours per client. CPAs must extract W-2 data from various formats, and much of this work is repetitive and straightforward.
As companies grow, training new CPAs can take months, but clients expect faster results. Keeping up is challenging, and manual reviews are not feasible.
Some clients send clean Excel files, while others send scanned PDFs from various sources. W-2s vary in format, and time-tracking data is scattered across systems. This makes a custom approach necessary and automation seem difficult.
Every calculation must be documented with case law, regulations, and client details to pass IRS review. However, manual records are hard to keep consistent.
Intelligent OCR Pipeline processes W-2s (scanned or digital), Excel sheets, call transcripts, and time exports in minutes. Low-confidence items are flagged for review.
Structured data from documents becomes a queryable database tracking employees by name, title, wages, and state. Agents automatically flag wage mismatches and suspicious allocations before CPAs review.
Bulk aggregations use natural language, and complex queries go through an RAG framework. Pre-approved formulas avoid any unsupervised AI math.
Draft technical memorandums with proper citations. Each answer cites source documents with inline references and maintains an IRS-ready audit trail.
AI agents automatically fill out credit forms and generate a complete RTC workbook in your current Excel template format, eliminating the need for reformatting or manual data transfer.
CPAs are always in control. AI summaries show context and reasoning for escalations. Free-form chat popup to handle edge cases. All decisions are logged for compliance.
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Our platform catches discrepancies humans often miss. Every data point includes complete provenance and auto-generated case law citations.
Adopt AI is purpose-built for R&D tax credit workflows. It understands the seven-step QRE analysis, knows IRS Form requirements, handles state-specific logic, and more.
Cloud-First
On-Premise
Hybrid
Over 60% reduction in CPA hours per client. What took multiple hours now takes few minutes. CPAs can focus on strategic work and client advisory, not data entry.
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Automated anomaly flagging on wage data, allocation percentages, and missing fields. The system catches mismatches that humans often miss.
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When Agents take care of repetitive tasks, CPAs have more time to make key strategic decisions. This can help them find greater satisfaction in their work.
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Handle 4x client volume without proportional hiring. Achieve more without burnout.
