AI + Expert Consultants

Don't file a claim.
Defend one.

AI that extracts your financials. Expert consultants who turn it into a CRA-aligned claim — and defend it if CRA comes knocking.

70% of software companies never file
$180K Average claim for software cos
Software companies miss the most SR&ED goes unfiled because the process is scary
Federal ITC
$92,625
Provincial (ORDTC)
$49,875
Net Benefit
$118,500
Why companies choose ClaimPilot

From scattered documents to a claim
CRA won't touch.

01

Extract your documents

Upload financials, payroll, invoices, and engineering notes. Our AI reads every file, extracts the numbers, and categorizes them into the right SR&ED buckets — salaries, contractors, materials, overhead.

02

Calculate your return

No more spreadsheet gymnastics. See your estimated Federal ITC, provincial ORDTC, and net benefit — updated live. Proxy vs Traditional. Model aggressive vs base-case scenarios.

03

Generate your narrative

ClaimPilot generates the technical baseline. Our experts refine it for maximum return and audit defense. Four questions about your R&D work — CRA-aligned drafts, locked in.

04

File with confidence

Expert-reviewed, CRA-aligned forms — ready to file. T661, S508, RD-1029. And if CRA audits, your digital binder has everything needed to defend.

05

Ongoing audit defense

CRA comes calling? We show up. Your documentation, our experts. Your digital audit binder — every document, every calculation, every decision trail.

AI + expert consultants.
Not either. Both.

AI Document Extraction

Financials, payroll, invoices, engineering notes — uploaded and extracted automatically. No manual entry. No errors. No gaps.

Real-Time SR&ED Calculator

Replace the spreadsheet. See your exact Federal ITC, provincial ORDTC, and net benefit as you adjust salaries, contractors, or overhead. Proxy vs Traditional. Updated live.

AI Technical Narrative Generator

Answer four questions about your R&D work. ClaimPilot generates a CRA-aligned technical baseline your experts use to lock in maximum return — and build audit defense from day one.

Audit Defense Layer

When CRA comes knocking, your digital audit binder has everything — every document, every calculation, every decision trail. Built to withstand scrutiny.

Expert Review & Filing

Your claim doesn't leave our hands until a veteran consultant has reviewed it. T661, S508, RD-1029 — filed correctly, the first time.

Expert-Guided Workflow

Structured four-step process: Project Context, Uncertainties, Iterations, Review. Your team + our AI + our experts. The full stack.

Know what you're owed before you file.

Most firms make you wait weeks for a preliminary number. ClaimPilot's calculator gives you a defensible estimate in minutes — based on your actual company profile, not industry averages.

Company Type Software Co — Ontario
Claim Method Proxy (55% overhead)
T4 Salaries $520,000
Contractors $80,000
Materials $25,000
Estimated Benefit $347,250
54.8% yield on spend
Breakdown
Federal ITC $334,100
Provincial $13,150
54.8% Yield on spend
Your claim (Proxy) $347,250
Traditional $312,000
Industry average $210,000
+65% vs industry average

CRA audits are rising.
Most claims aren't built to survive one.

Every year, CRA denies hundreds of claims — not because the work wasn't eligible, but because the documentation wasn't audit-ready. ClaimPilot changes that. AI builds the foundation. Experts defend the claim.

AI that builds the claim. Experts who defend it. Claims filed AND defended.