SR&ED (Canada) + U.S. R&D Tax Credit Intelligence
Explore R&D Tax Credit Opportunities Hidden in Your QuickBooks Data
Connect QuickBooks, review AI-assisted suggestions, and estimate potential SR&ED and U.S. R&D tax credit opportunities — with human review built in.
Private beta • Estimates only • Final eligibility requires professional review
PB
Built for a controlled private beta
Connect one QuickBooks Online company, review recent transactions, and identify potential R&D tax credit opportunities before professional review.
QuickBooks Online connected
AI-assisted transaction review
Canada + U.S. federal R&D
Private beta access is limited. Paid plans and expanded functionality are planned after beta testing.
Step 1
Connect QuickBooks
Securely connect one QuickBooks Online company.
Step 2
Review AI Suggestions
Surface recent transactions that may relate to qualifying R&D activity.
Step 3
Estimate Potential Credits
Review, tag, and estimate possible SR&ED and U.S. R&D tax credits.
Private Beta
For companies testing ClearLedgerHQ with one QuickBooks Online company.
Free During Beta
Limited availability
- 1 QBO company
- Recent Purchase transaction review
- AI-assisted R&D suggestions
- Manual transaction tagging
- SR&ED estimate summary
- U.S. IRC §41 estimate summary
- Cash, burn, and runway dashboard
- Human review before final tax conclusions
Coming Soon
Studio
For businesses that will need expanded workflows after private beta.
Post-Beta
- Everything in Private Beta
- ×Expanded transaction workflows — planned
- ×Additional reporting — planned
- ×Multi-company capability — planned
- ×Enhanced collaboration — planned
Coming Soon
Scale
For accounting firms and larger teams managing multiple companies.
Post-Beta
- Everything in Studio
- ×Firm and portfolio workflows — planned
- ×Multi-client management — planned
- ×Advanced reporting — planned
- ×Team permissions — planned
- ×White-label options — planned
Want a full breakdown? Compare all features ↓
One workflow. Two R&D tax-credit frameworks.
Review potential Canadian SR&ED and U.S. federal R&D tax-credit opportunities from your QuickBooks data.
SR&ED opportunity review
IRC §41 opportunity review
AI-assisted transaction analysis
Human review built in
Full feature comparison
| Feature | Private Beta | Studio | Scale |
|---|---|---|---|
| QuickBooks companies connected | 1 | Planned | Planned |
| Recent QBO Purchase transactions | Yes | Planned | Planned |
| AI-assisted R&D suggestions | Yes | Planned | Planned |
| Manual transaction tagging | Yes | Planned | Planned |
| Canadian SR&ED estimates | Yes | Planned | Planned |
| U.S. IRC §41 estimates | Yes | Planned | Planned |
| Cash / burn / runway dashboard | Yes | Planned | Planned |
| Human review before final tax conclusions | Yes | Planned | Planned |
| Multiple QBO companies | No | Planned | Planned |
| Real-time QBO sync | No | Planned | Planned |
| PDF / CSV exports | No | Planned | Planned |
| Client-ready reports | No | Planned | Planned |
| Firm / portfolio dashboard | No | Planned | Planned |
| White-label option | No | No | Planned |
Frequently Asked Questions
ClearLedgerHQ is designed to help review potential Canadian SR&ED and U.S. federal R&D tax-credit opportunities. Companies operating across both countries can review potential R&D activity through both frameworks.
Yes. ClearLedgerHQ is designed to help surface potential R&D-related transactions already inside QuickBooks so you and your tax professional can review them more efficiently. It does not replace your accountant or tax advisor.
Yes. The current private beta connects directly to QuickBooks Online.
ClearLedgerHQ provides estimates and AI-assisted transaction review. Final eligibility and tax filings should be reviewed by a qualified accountant or tax professional.
Yes. You need an active QuickBooks Online company to connect to ClearLedgerHQ.
Private-beta users can connect one QuickBooks Online company, review recent Purchase transactions, receive AI-assisted R&D suggestions, manually tag eligible amounts, and view estimated SR&ED and U.S. R&D credit summaries.
ClearLedgerHQ is currently operating as a controlled private beta. Paid plans and expanded functionality are planned after beta testing.
Yes. ClearLedgerHQ currently provides estimate-level support for Canadian SR&ED and the U.S. federal IRC §41 R&D tax credit. Results are not filing-ready calculations.
ClearLedgerHQ uses secure QuickBooks OAuth authorization and protects stored connection credentials. Access is limited to the connected user account. As with any financial software, private-beta users should review the privacy policy and data practices before connecting live company data.
Not during the current private beta. ClearLedgerHQ currently supports one QuickBooks Online company per user. Multi-company workflows are planned for a future release.