All Your R&D 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.
Great Minds Document Their Work
History's greatest innovators understood the value of keeping records. Some learned it the hard way.
Leonardo da Vinci
Inventor, artist, chronic note-taker
"I kept notebooks for everything. It saved time later."
Ada Lovelace
Mathematician, first programmer
"Ideas are easy. Recording them accurately is the work."
Nikola Tesla
Inventor, prolific thinker, famously disorganised
"I preferred to build. Someone else could keep the records."
(This would have helped.)
Thomas Edison
Inventor, industrial optimiser
"Innovation is repetition with documentation."
Marie Curie
Physicist, chemist, methodical experimentalist
"Results matter. So does how you arrived at them."
Charles Babbage
Mechanical computer pioneer
"Complex systems fail when people rely on memory."
Ruby Keeps You in the Loop
Supporting More Clients, Authentically
Your clients are busy building things. They're not R&D documentation experts — and honestly, why would they be? Sometimes what lands in your inbox needs a bit of work before it's audit-ready.
Ruby helps clients get it right the first time. Gentle nudges as they write, not corrections after they've submitted. You spend less time on back-and-forth, more time on the work that actually needs your expertise.
Think of Ruby as a friendly first pass — keeping submissions authentic and giving you a head start.
Real-Time Guidance
Ruby prompts clients as they write, helping them add the detail that matters.
Authenticity Checks
Flags content that might need a closer look — so you can have a quick chat before it becomes a problem.
Split Allocations
Allocate expenses and time across multiple activities with automatic percentage balancing. Always totals 100%.
In-Context Messaging
Clients 'Ask the Human' directly from any question. Messages appear in Ruby's Briefing for quick response.
Ruby's Briefing
Start each day with a prioritized action list. Deadline warnings, stalled projects, pending reviews, and client questions — all in one view.
Scale Your Practice Without Scaling Your Team
All your client data, connected. All your workflows, streamlined. Process more claims with less manual work.
Industry-Tailored Questionnaires
Questions and tooltips adapt to each client's industry vertical. A SaaS company sees different examples than a manufacturer. Less confusion, fewer clarification calls.
Bulk Time Entry
Drag to select date ranges in weekly or monthly view. Include or exclude weekends with one click. Log time across multiple days instantly.
Question-Level Locking
Lock individual questions after Ruby review. Track which sections are ready, pending review, or need work at a glance.
Progress Visibility
Real-time dashboards show completion status across all clients. Know who's on track and who needs a nudge before the deadline.
Deadline Tracking
See time remaining until lodgement for every claim. Prioritise your coaching where it matters most.
Client Messaging
Clients ask questions directly from the questionnaire. Messages pop out into chat modals. Real-time updates keep everyone in sync.
AI Invoice Scanning
Drag, drop, or paste invoices. Ruby extracts vendor, amount, dates, and even converts foreign currencies to AUD automatically.
From Scattered Data to Lodged Claim
A workflow built for volume. Track progress, coach clients, lodge on time.
Scan & Import
Drag invoices to scan with AI. Paste screenshots. Import from Xero. All expenses flow into one connected view.
Clients Self-Document
Industry-specific questions and examples guide them. They get it right the first time. You get fewer "what does this mean?" emails.
Allocate & Approve
Split expenses across activities. Lock questions after Ruby review. Approve or request changes with in-context messaging.
Lodge On Time
Deadline dashboards show who's at risk. Export AusIndustry-compliant schedules with full audit trail.
Ready to Streamline Your R&DTI Practice?
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