boast.ai: Simplifying R&D Tax Credit Claims with AI Precision

boast.ai is an innovative AI-powered platform designed to help startups, SMBs, and mid-market companies in Canada and the United States maximize their R&D tax credit returns with speed, accuracy, and audit confidence. By combining artificial intelligence with expert human oversight, boast.ai automates the entire claim lifecycle—from identifying eligible projects and expenditures to generating audit-proof documentation—ensuring compliance and reducing preparation time by up to 60 hours annually. The platform supports key innovation programs like SR&ED, CDAE, IDMTC, QuickFund, and US R&D Tax Credit, while integrating seamlessly with payroll, finance, and project management systems to enhance claim size and efficiency. With features like real-time tracking, secure digital audit binders, and a proprietary AuditShield™ guarantee that defends clients during audits and covers fees, boast.ai delivers a trusted, end-to-end solution for innovation funding.

Key Features:

• AI-Powered Eligibility Detection: Automatically identifies eligible R&D activities and expenditures using advanced machine learning.
• Real-Time Claim Tracking: Provides transparent, real-time updates on claim progress and status.
• AuditShield™ Guarantee: Offers full audit defense, covers audit fees, and ensures over 98% of claims pass without audit.
• QuickFund™ Financing: Enables quarterly cash advances of up to 75% of SR&ED refunds, with funding delivered in under 2 weeks and interest only on drawn amounts.
• Centralized Claim Portal: A secure, role-based platform with multi-factor authentication and SOC2 certification for streamlined collaboration.
• Cross-System Integration: Seamlessly connects with payroll, finance, and project management tools to unify data and improve claim accuracy.
• AI-Generated Worklogs: Creates detailed, audit-ready worklogs without manual time tracking.
• Tax Credit Calculator: Offers real-time estimates of potential refunds and funding across multiple programs.
• Guided Service & Technical Reporting: Provides expert support in drafting technical reports and reviewing claims for compliance.
• Comprehensive Program Support: Covers SR&ED, CDAE, IDMTC, QuickFund, and US R&D Tax Credit with tailored strategies.
• R&D Investment Analysis: Delivers insights into R&D spending patterns and optimization opportunities.
• Document Management: Securely organizes and stores all claim-related documentation in a digital audit binder.
• Non-Dilutive Funding: Offers financing that doesn’t require equity dilution and has no financial covenants.
• Multi-Industry Expertise: Serves diverse sectors including Biomedical & Life Sciences, Cloud Computing, Energy & Utility, Manufacturing, Software Development, and more.

Pricing: boast.ai operates on a freemium model, offering free access to its tax credit calculator and educational resources, with premium services available through tailored plans for claim preparation, audit defense, and QuickFund financing.

Conclusion: boast.ai is a game-changing platform for innovation-driven companies, transforming complex R&D tax credit processes into a fast, accurate, and secure experience—empowering teams to unlock billions in funding with confidence and minimal effort.