Canada's SR&ED program puts over $7 billion in credits back to R&D companies every year. Most never claim it. ClaimPilot changes that.
Drag and drop T4s, GL exports, contractor invoices, and hardware receipts. Our AI reads every file, extracts the numbers, and categorizes them into the right SR&ED buckets — salaries, contractors, materials, overhead.
See your estimated Federal ITC, provincial ORDTC, and net benefit in real time. Toggle between Proxy and Traditional methods. Model aggressive vs base-case scenarios. Every adjustment updates instantly.
Answer four questions about your R&D work. ClaimPilot turns your answers into a structured, CRA-aligned technical baseline — the foundation your experts use to lock in the maximum return and build audit defense.
Generate T661, S508, and RD-1029 schedules instantly. Export to PDF or CSV. Share with your accountant or consultant with one click. No more spreadsheet gymnastics before every deadline.
Upload payroll records, invoices, and GL exports. Our AI extracts and categorizes every expense into the correct SR&ED bucket — no manual entry, no errors.
See your exact return as you adjust salaries, contractors, or overhead method. Proxy vs Traditional. Federal + Provincial. Updated live, every time.
Model base vs aggressive filing scenarios per fiscal year. Roll over years, compare outcomes, keep every client organized — without touching a spreadsheet.
Your data, organized and immutable. When CRA comes knocking, your digital audit binder has everything — every document, every calculation, every decision trail.
T661, S508, RD-1029 — generated instantly in CRA-accepted formats. PDF or CSV. Zero waiting, zero formatting errors.
Structured four-step process: Project Context, Uncertainties, Iterations, Review. Your team works through it, our AI generates the baseline draft, our experts maximize the return.
Budget 2025 doubled the enhanced SR&ED limit to $6 million for CCPCs. Quebec's CRIC launched in 2025. The rules are shifting fast — and companies that document their technical work now will be the ones that get paid.
ClaimPilot exists to make SR&ED retrieval systematic, defensible, and inevitable — for every Canadian company doing the hard work of building the future.