01
Connect QuickBooks Online
Start with the QuickBooks Online company you already use. ClearLedgerHQ works from your accounting data instead of asking you to rebuild transaction history somewhere else.
The review, in plain language
From QuickBooks transaction to informed next conversation
ClearLedgerHQ is a first-pass intelligence layer. It helps your team move from a long transaction list to a focused review without pretending the accounting data tells the whole tax story.
02
Review AI-assisted suggestions
The review surfaces transactions that may relate to research and development activity. Suggestions are prompts for your review, not decisions made on your behalf.
03
Tag what warrants a closer look
Use manual review to keep, remove, or refine an opportunity. Your team stays responsible for the context behind each transaction.
04
See an opportunity estimate
Review estimate-level summaries in a Canadian SR&ED or U.S. R&D / IRC §41 context before discussing the underlying facts with a qualified professional.
A suggested transaction is a starting point for review—not a conclusion about eligibility, qualification, or credit amount.
Why QuickBooks first
The source system already knows where the money went.
A transaction-based review starts with the detail your business already maintains: vendors, dates, descriptions, and amounts. That makes the first pass more grounded than beginning with a blank spreadsheet.
Less re-keying
Begin with your QuickBooks Online transactions instead of copying them into a separate tracker.
Review at transaction level
Look at the individual entries that may be relevant, not only a year-end total.
Keep context visible
Manual tags and notes give your team a place to record what still needs human context.
Estimate, don’t overstate
Summaries stay at an opportunity-estimate level until a qualified professional reviews the facts.
AI-assisted, human-led
A useful suggestion is only the beginning.
The product can help with pattern-finding across transactions. It cannot interview your engineers, understand every project decision, or make a legal or tax conclusion. That is why the review loop is designed around people.
Know what you’re looking at
Transaction review is not the same as a tax-credit calculation.
ClearLedgerHQ connects the first two steps—finding and reviewing potentially relevant expenses—to an estimate-level view. The final assessment depends on facts beyond a transaction row.
What you see
Transactions that may warrant review, manual tags, and potential opportunity estimates.
What you still need
Project details, technical context, supporting records, and professional judgment.
What it is not
A guaranteed eligibility result, filing-ready calculation, claim filing service, or automatic legal/tax conclusion.
Supported context
One review workflow. Two familiar frameworks.
Use the same QuickBooks-centered review process to organize potential opportunities in the context of Canadian SR&ED or the U.S. federal R&D tax credit under IRC §41.
CA
Canadian context
SR&ED opportunity review
Review transactions that may relate to research and development activity, then use reviewed amounts to frame a potential SR&ED estimate for further professional assessment.
Potentially relevant expenses · Estimate-level summary · Human review
Learn about Canadian SR&ED review US
U.S. federal context
R&D / IRC §41 review
Organize transactions that may be relevant to qualified research expense discussions and review a potential U.S. R&D estimate before professional assessment.
Potentially relevant expenses · Estimate-level summary · Human review
Learn about U.S. R&D tax-credit review →Made for the first pass
Who gets value from this workflow?
ClearLedgerHQ is for teams that want to know what may be worth discussing before a deeper tax-credit review begins.
Founders and operators
Get a clearer starting point without becoming a tax-credit specialist.
Finance teams
Review transaction patterns with a repeatable process and a visible estimate.
Accounting partners
Give clients a structured opportunity review before professional assessment.
R&D-led businesses
Connect spending activity to the projects and context your team already knows.
Beyond the spreadsheet
A spreadsheet can hold a list. It cannot create a review loop.
Manual trackers often separate the transaction, the reviewer, and the estimate. ClearLedgerHQ keeps the first-pass workflow closer to the source data and makes the handoff to human review explicit.
| Review question | Spreadsheet | ClearLedgerHQ |
|---|---|---|
| Where did this amount come from? | Copied row | QuickBooks Online transaction |
| What should I look at first? | Sort and filter manually | AI-assisted suggestion |
| Who made the call? | Hidden in a cell or comment | Manual review and tagging |
| How much might it represent? | Separate formula tab | Estimate-level summary |
Current private-beta boundaries
Clear scope. No guesswork about what the product promises.
- One QuickBooks Online company per beta workspace
- Transaction-based opportunity review
- AI-assisted suggestions with manual review
- Canadian SR&ED and U.S. R&D / IRC §41 context
- Estimate-level results only
- No claim filing or filing-ready calculations
- No guaranteed eligibility or credit amounts
- Professional review remains necessary
Questions before you connect
What to expect from the QuickBooks review
A clear answer is part of a useful first pass. Here are the boundaries and workflow details we hear most often.
Does ClearLedgerHQ connect to QuickBooks Online?
Yes. The current private beta connects one QuickBooks Online company so recent transaction data can be reviewed in ClearLedgerHQ.
Does ClearLedgerHQ determine whether an expense qualifies?
No. ClearLedgerHQ surfaces potentially relevant transactions and provides AI-assisted suggestions for review. It does not make an automatic eligibility determination.
Does ClearLedgerHQ prepare or file a tax claim?
No. The current product provides opportunity estimates and review support. Results are not filing-ready calculations, and ClearLedgerHQ does not prepare or file a tax claim.
Can ClearLedgerHQ support Canadian and U.S. opportunity review?
Yes. The current private beta supports estimate-level review through Canadian SR&ED and U.S. federal R&D tax-credit frameworks, including IRC §41-related context.
Should a tax professional review the results?
Yes. A qualified tax professional should review the underlying records, eligibility, calculations, and any formal claim before filing.