01
Start with the ledger
Connect the QuickBooks company you already run
Begin with transaction detail your finance team recognizes: dates, vendors, descriptions, accounts, and amounts. No blank spreadsheet and no second source of truth.
CACanadian SR&ED opportunity review
Review Potential Canadian SR&ED Opportunities in QuickBooks
Review QuickBooks records for potential Canadian SR&ED opportunities and organize source evidence. Estimates are preliminary; professional assessment remains necessary.
Transaction review Opportunity estimates Human review stays central
Synthetic exampleNames, transactions, and amounts are illustrative—not customer data or results.
Northline Systems Inc.
QuickBooks Online · SR&ED review
Potential opportunity view
$186,420
reviewed transaction value · estimate only
Prototype materials
$42,810
Contract engineering
$28,640
Cloud development
$16,920
This view organizes potential expenses for discussion. It does not determine eligibility or prepare a claim.
A practical first pass
The review follows the evidence trail.
SR&ED discussions begin with more than an expense total. ClearLedgerHQ helps your team move through the detail in a sequence that keeps the ledger, the work, and the professional conversation connected.
From ledger detail to better questions
02
Find the signal
Surface spending that may deserve a closer look
AI-assisted suggestions help bring potentially research-related transactions into view. They are prompts for review, not conclusions about SR&ED eligibility.
03
Add the context
Let the people closest to the work make the call
Keep, remove, or annotate a suggestion as your team connects a transaction to the project, people, and technical work behind it.
04
Prepare the conversation
Bring an opportunity estimate to a professional
Reviewed amounts can be summarized at an estimate level so your tax professional has a more focused starting point for the discussion ahead.
What the ledger can and cannot say
Useful signals. Human meaning.
A transaction can point toward a conversation. It cannot explain the technical uncertainty, the work performed, or the evidence required to support a formal SR&ED claim.
Your books can show
Where money moved, when it moved, and which vendor or account recorded it.
Your team can add
The project, technical objective, people involved, and why the work was undertaken.
A professional can assess
Eligibility, supporting records, calculations, and the appropriate claim position.
ClearLedgerHQ can organize
A review queue, manual decisions, and an estimate-level view for that next conversation.
Designed around Canadian teams
Make the first SR&ED conversation less of a scavenger hunt.
Whether you are a founder preparing for a first discussion or a finance team making a recurring process more consistent, the workflow starts where your records already live.
Canadian founders
Get a clear first read on whether your books contain R&D-related spending worth discussing.
Finance teams
Create a repeatable review trail without pulling every transaction into a separate working file.
Operators and controllers
Put accounting detail and internal project knowledge in the same conversation before handoff.
Professional advisors
Give clients a more organized opportunity review while keeping eligibility and filing judgment where it belongs.
The ClearLedgerHQ approach
A review system, not a black box.
The best first pass is one your team can explain. Each principle keeps the product close to the underlying accounting data and clear about where professional judgment begins.
01
Transaction-first
See the accounting entries behind an estimate instead of jumping straight to a top-line number.
02
Context-aware
A vendor name is a clue, not proof. Your team can add the project context the ledger cannot hold.
03
Reviewable
Make the path from suggested transaction to reviewed amount visible to the people involved.
04
Professionally bounded
Keep estimates in their proper place: useful preparation for a qualified review, not a filing result.
Clear boundaries matter
Built to prepare a professional discussion, not replace it.
ClearLedgerHQ provides transaction review, AI-assisted suggestions, manual review tools, and opportunity estimates. It does not provide a guarantee, an automatic eligibility conclusion, a claim, or a CRA endorsement.
No guaranteed eligibility or credit amount
No automatic SR&ED eligibility conclusion
No claim preparation or filing
No filing-ready calculation
No CRA endorsement or representation of CRA review
Qualified professional review remains necessary
Before the meeting
Bring fewer tabs. Bring better questions.
A focused opportunity review can help your founder, finance lead, and tax professional spend more time on the substance of the work and less time searching for the starting point.
Synthetic exampleNames, transactions, and amounts are illustrative—not customer data or results.
Discussion brief
Northline Systems Inc. · FY2025
Reviewed rows
47
Needs context
12
Estimate view
CAD
Which projects do these materials support?
Question for technical lead
Do the contractor records include the work performed?
Question for advisor
Which amounts need supporting records?
Follow-up for finance
Straight answers
Questions Canadian teams ask before they connect.
The product is most useful when its scope is clear. These answers describe the current QuickBooks-based review workflow and its professional boundaries.
What is an SR&ED opportunity review?
It is a first-pass review of QuickBooks transactions that may relate to research and development activity, organized to help frame a potential opportunity estimate for professional discussion.
Does ClearLedgerHQ determine whether an expense qualifies for SR&ED?
No. ClearLedgerHQ surfaces potentially relevant transactions and provides AI-assisted suggestions for review. It does not make an automatic SR&ED eligibility determination.
Does ClearLedgerHQ prepare or file an SR&ED claim?
No. ClearLedgerHQ provides transaction review and estimate-level support. It does not prepare technical narratives, prepare a filing-ready claim, or submit an SR&ED claim.
Does ClearLedgerHQ connect to QuickBooks Online?
Yes. The current private beta connects one QuickBooks Online company so transaction data can be reviewed in ClearLedgerHQ.
Are ClearLedgerHQ results filing-ready?
No. Results are opportunity estimates and review support only. Supporting records, calculations, eligibility, and any formal claim require professional assessment.
Should an SR&ED or tax professional review the results?
Yes. A qualified SR&ED or tax professional should review the underlying records, technical context, eligibility, calculations, and any formal claim before filing.
Start with the records you have
See what your QuickBooks data may be worth discussing.
Connect one QuickBooks Online company, review potential Canadian SR&ED opportunities, and take a clearer first pass to your tax professional.
Estimate-level review only · Professional assessment required · No CRA endorsement
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