All Your Client Data,
Finally Connected
The R&DTI claim platform that connects invoices, timesheets, workflows, activities, and spend — so you can prepare compliant claims faster and focus on what matters.
The Tools You Need to Prepare Claims Faster
Stop chasing spreadsheets and emails. Get all your client data connected and flowing into one powerful claim preparation platform.
AI Invoice Scanning
Drag, drop, or paste invoices and let AI extract supplier details, amounts, and categorize expenses automatically.
Xero Integration
Connect your clients' Xero accounts to automatically import invoices, bills, and expenses with real-time sync.
Harvest Time Tracking
Pull timesheet data directly from Harvest to accurately allocate staff costs to R&D activities and projects.
Connected Data
Link invoices to activities, timesheets to projects, and expenses to workflows — everything in one connected view.
Claim Workflows
Structured workflows guide your team through each claim stage — from data collection to partner review to submission.
Activity Documentation
Document R&D activities with guided templates that ensure compliance and make audit preparation effortless.
From Raw Data to Compliant Claim
A streamlined workflow that connects your client's data sources and guides you through claim preparation.
Connect Client Data
Link Xero for invoices and Harvest for timesheets. Import existing data or start fresh with AI-powered invoice scanning.
Map Activities & Spend
Assign expenses and time entries to R&D activities. Our connected data model keeps everything linked and traceable.
Review & Collaborate
Work with your team to review documentation, resolve queries, and ensure claim accuracy before submission.
Export & Submit
Generate AusIndustry-compliant schedules and supporting documentation ready for lodgement.
Ready to Streamline Your R&DTI Practice?
Join R&D tax advisors who are preparing claims faster with connected data, AI-powered tools, and structured workflows.
Early access for qualified R&D tax advisors