Auto-allocate transactions
Allocate transactions to activities based on account rules, automating the most annoying part of R&D compliance.
Built from the ground up to simplify the R&D Tax Incentive process for startups and SMEs across Australia.
Our intelligent chatbot helps you create comprehensive R&D plans from scratch or enhance existing plans for better compliance, with instant guidance on activities, budgets, and AusIndustry requirements.

Connect your Xero account once and sync transactions automatically. Allocate costs to R&D activities with a familiar interface, just like Xero reconciliation.

Allocate transactions to activities based on account rules, automating the most annoying part of R&D compliance.
See your estimated R&D tax incentive update instantly as you allocate transactions, salaries, and depreciation.
Generate detailed spreadsheets with your full RDTI accounts and plan, perfect for audits and your accountant.
Distribute salaries and asset depreciation across activities by percentage, calculated automatically from Xero data.
Invite bookkeepers and junior staff to allocate without exposing salary amounts. Compensation data stays private.
Track your progress toward AusIndustry submission requirements as documentation and allocations come together.
Create AI-powered plans, track activities, monitor spending, and see your estimated rebate update in real time as you allocate transactions.

Join Australian startups saving hours of compliance work with automated tracking and real-time rebate calculations.
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