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About Neo.Tax
What Neo.Tax Does
Neo.Tax is an AI-powered platform that automates the R&D tax credit process for enterprise finance and tax teams. It ingests data from engineering tools like Jira, GitHub, and payroll systems, then uses six AI agents trained on IRS code to qualify projects under §41, quantify qualified research expenses (QREs), and generate an audit-ready Form 6765 study — reducing months of manual work to weeks.
Problem It Solves
Traditional R&D tax credit studies require extensive surveys, interviews, and manual documentation, often delaying claims and creating compliance risk. Neo.Tax eliminates this by passively capturing 20+ signals from existing engineering workflows — no tagging, no tracking, no disruptions — and producing a fully traceable, audit-ready output for both R&D credits and software capitalization (ASC 350-40, §174).
Who It Is For
Neo.Tax is built for enterprise tax departments, CFOs, and infosec teams at companies using Jira, GitHub, NetSuite, ADP, Workday, or Oracle. It is ideal for organizations claiming the R&D tax credit and needing rigorous audit support. It is not designed for sole proprietors or small startups without structured engineering data systems.
Real Use Case
A mid-size enterprise with 50+ engineers integrates Neo.Tax with Jira and payroll. The AI agents continuously analyze tickets, commits, and org structure to identify eligible R&D projects and calculate QREs. The finance team reviews the auto-generated study and files the credit claim within three weeks — down from six months with external advisors.
Key features
- AI Project Qualification — Automatically identifies eligible R&D projects using 20+ passive signals from Jira, GitHub, and payroll.
- IRS Qualification Agent — Analyzes each project under §41, §174, and ASC 350-40 using tax code-trained AI.
- QRE Calculator — Quantifies qualified research expenses from payroll, ledger, and engineering activity data.
- Audit-Ready Deliverables — Generates a complete R&D Tax Credit Study (Form 6765) with traceable source data.
- Enterprise Security — SOC 2 Type II certified with SSO, single-tenant deployment, AES-256 encryption, and role-based access controls.
- Real-Time Processing — Six AI agents run continuously over engineering data, eliminating manual surveys and interviews.
SaaSpartout Score
7.5
/10
Editorial score from our review methodology — not user ratings.
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Why are you looking at Tax Compliance tools today?
Neo.Tax Pricing
Neo.Tax pricing: Contact for pricing (demo available).
Demo
Schedule a free demo with tailored onboarding. Contact Neo.Tax for custom enterprise pricing.
No public pricing plans are listed. Reach out for a quote based on team size, data volume, and deployment type.
Frequently asked questions
How much does Neo.Tax cost?
Exact pricing is not publicly listed. You must contact Neo.Tax or request a demo for a customized quote based on your company size, data sources, and deployment needs.
Is Neo.Tax free?
Neo.Tax offers a free demo but no permanent free plan. Contact their sales team to discuss pricing.
What does Neo.Tax do?
Neo.Tax is an AI platform that automates the R&D tax credit process by ingesting data from Jira, GitHub, payroll, and other engineering tools, then generating an audit-ready IRS Form 6765 study.
Who is Neo.Tax best for?
Enterprise tax teams, CFOs, and finance departments at mid-to-large companies using tools like Jira, GitHub, NetSuite, or Workday. It is not suitable for small businesses without structured engineering data.
What integrations does Neo.Tax support?
Neo.Tax integrates with Jira, GitHub, Linear, Confluence, NetSuite, Oracle, Workday Payroll, ADP, Azure, and Slack — plus 12+ other passive signal sources.
Is Neo.Tax secure for enterprise use?
Yes. Neo.Tax is SOC 2 Type II certified, offers single-tenant or customer-hosted deployment, SSO via Okta/Azure/Google, AES-256 encryption, and strict role-based access controls.
