Our Flexible Pricing Options Tailored to Your Needs

Australian companies that spend money on eligible R&D activities can claim the R&D Tax Incentive. This includes startups, SMEs, and larger corporations. Your R&D work must be conducted in Australia and meet specific eligibility criteria set by AusIndustry.

Avanzu connects directly to your Xero account via OAuth. Once connected, we automatically sync your chart of accounts, transactions, employees, and assets. Only the account owner needs Xero access—you can invite team members to help allocate transactions without sharing Xero credentials.

No! That's one of Avanzu's key features. Only the account owner needs Xero access. You can invite your accountant or bookkeeper to Avanzu with permission-based access to help with transaction allocations, without needing to share your Xero login.

Core R&D activities are experimental activities aimed at generating new knowledge. Supporting activities directly relate to core activities—like testing, trial production, or analysis. Both types can be claimed under the R&D Tax Incentive, and Avanzu helps you track costs separately for each.

Yes! Our AI-powered chatbot assistant can help you create comprehensive R&D plans from scratch. Simply describe your project and the chatbot will guide you through writing detailed activity descriptions, setting budgets, and ensuring your plan meets all AusIndustry requirements. It's like having an R&D compliance expert available 24/7.

No, you don't need an existing plan! Our AI assistant works in two ways—you can either start completely from scratch to write a new R&D plan, or enhance and improve existing plans you've already created. Whether you're beginning a new project or refining current documentation, our AI provides expert guidance to ensure compliance.

The AI enhancement feature analyzes your existing R&D activity descriptions and provides suggestions to improve compliance and clarity. It can help strengthen technical descriptions, ensure activities meet AusIndustry criteria, improve budget justifications, and identify any gaps in your documentation. You remain in full control—accepting or rejecting suggestions as you see fit.

Each transaction from Xero can be allocated across your R&D activities using percentages. Allocations must total either 0% (excluded from R&D) or 100% (fully allocated). For example, you could allocate a software subscription 60% to one core activity and 40% to a supporting activity.

Yes! Avanzu lets you create allocation rules at the account level. When you set a rule for an account (like "Cloud Hosting"), all transactions in that account will be pre-filled with your specified allocation percentages, saving you time on repetitive allocations.

You can allocate employee time across R&D activities by percentage. First, set what percentage of an employee's time is spent on the R&D project overall, then distribute that time across specific activities. Avanzu automatically calculates the cost based on their salary data from Xero.

Assets like computers and lab equipment can be allocated to R&D activities. Avanzu syncs asset data from Xero and lets you set allocation percentages. The depreciation costs are then automatically included in your R&D calculations based on your allocations.

Yes! Avanzu has permission-based access controls. Team members with restricted access can help allocate employee time to activities without seeing salary amounts. This is perfect for involving bookkeepers or junior staff while keeping compensation data private.

Avanzu tracks all your allocated costs—transactions, employee salaries, and asset depreciation—and calculates your estimated rebate in real-time based on current R&D Tax Incentive rates. The rebate amount updates automatically as you allocate more transactions throughout the year.

Avanzu subscriptions are aligned with the Australian financial year (July 1 to June 30). Each project you create is associated with a specific tax year, and Avanzu automatically filters transactions from Xero to match that period.

Absolutely! Avanzu generates comprehensive Excel spreadsheets containing your full R&D accounts, activity allocations, and project details. These exports are designed to integrate with existing accounting workflows and provide everything needed for AusIndustry submission.

Unallocated transactions remain in your pending queue and won't be included in R&D calculations. You can filter to see only unallocated transactions and deal with them at any time. You can also explicitly exclude transactions by allocating them at 0%.

Yes! Avanzu supports unlimited R&D projects per subscription. This is useful if you have multiple distinct research initiatives or if you need separate projects for different tax years. Each project has its own activities, allocations, and reporting.

You control when Avanzu syncs with Xero using the manual sync buttons for transactions, employees, accounts, and assets. This gives you control over when new data flows in, so you can work on allocations without interruption from new transactions appearing mid-session.

Yes. Avanzu uses industry-standard encryption for data transmission and storage. We connect to Xero via secure OAuth (no password sharing), and all data is hosted on enterprise-grade infrastructure. We never sell or share your data with third parties.

You can easily edit or remove transaction allocations at any time. Simply go to the Reports page, find the transaction, and click the delete icon to remove allocations and send it back to the pending queue. You can then reallocate it correctly.

While Avanzu maintains your allocation records and generates compliance reports, we recommend keeping supporting documentation for your R&D activities (like project notes, test results, etc.) as required by AusIndustry. Avanzu helps with the financial tracking and compliance, but broader R&D documentation requirements still apply.

Getting started is simple! Sign up for an account, connect your Xero organization, create your first R&D project, define your core and supporting activities, then start allocating transactions. The onboarding process guides you through each step, and you can start seeing your rebate estimate within minutes.