AI-assisted SR&ED software for Canadian repeat claimants
Build your SR&ED claim from the work trail—not memory.
ActiveSRED turns issue, code, calendar, and document history into proposed employee time and a structured claim draft. When the work trail leaves questions, planned virtual consultant sessions will gather focused context from the engineers and managers who were there.
- Source-linked time proposals
- Guided consultant sessions
- Employee-reviewed drafts
Built for privileged work. ISO 27001 certified. SOC 2 Type II. HIPAA / PHIPA / GDPR / PIPEDA aligned.
Built first for Canadian companies that already prepare an SR&ED claim every year.
How ActiveSRED works
Follow the trail your team creates all year.
Bring scattered work records into one guided review flow, then move from employee-level proposals to a company-controlled claim draft.
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01
Connect the work trail
Bring together scoped activity from the systems your team already uses for issues, source code, calendars, documents, and collaboration.
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02
Run focused consultant sessions
ActiveSRED proposes hours and project context, then guides engineers or managers through the questions that records alone cannot answer.
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03
Confirm the human record
Each contributor corrects hours, adds missing context, and confirms what accurately reflects their work before it moves forward.
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04
Consolidate the claim package
The claim owner monitors completion, reviews project-level findings, and exports a structured package for the filing path the company chooses.
Confidence flags direct employees to the items that need attention. Every proposed allocation remains editable until the employee confirms it for the company’s draft.
In development · Virtual SR&ED consultant
An interview that knows what to ask next.
Connected records can show what happened. The planned virtual consultant will help engineers and managers explain why the work was undertaken, how the experiments unfolded, what the team learned, and who did what.
Each focused session is being designed around current CRA guidance and interview patterns informed by decades of SR&ED claim preparation and CRA review experience.
Bring the recurring interview work in-house
Use outside expertise where it adds value—not to reconstruct every project from scratch.
ActiveSRED is being built to combine work-trail ingestion, focused contributor sessions, and draft generation in one company-controlled workflow. That reduces the preparation work repeatedly outsourced under hourly or percentage-of-credit fee arrangements.
Help shape the virtual consultant- 01
Start with the work trail
Use the issues, commits, meetings, documents, and prior answers already connected to the project so the conversation begins with evidence—not a blank questionnaire.
- 02
Ask the next useful question
Adapt follow-ups to what is still unclear about the technical uncertainty, hypotheses, experiments, results, and work performed.
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Keep the answers reviewable
Attach confirmed answers and interview excerpts to the employee and project drafts without treating a conversation as a substitute for supporting records.
ActiveSRED will support claim preparation; it will not make an automatic eligibility decision or guarantee a tax credit. Contributors and the claim owner review what moves into the company draft.
From employee review to company draft
One work trail. Three draft layers.
Keep source context attached as the work moves from the person who did it to the team assembling the company package.
- 01
Employee draft
Review the proposed time
Hours, project allocation, source links, interview context, and confidence flags for each contributor to edit and confirm.
Reviewed by each contributor
- 02
Project draft
Build the technical story
Employee-reviewed activity grouped into project findings, work chronology, and draft technical rationale for the claim owner.
Reviewed by the claim owner
- 03
Company package
Consolidate what moves forward
A completion view and structured claim-preparation export for the internal or external filing path your company chooses.
Controlled by your company
ActiveSRED generates drafts. Employees and the claim owner decide what enters the company’s final drafts.
Who this is for
For teams that already know the annual SR&ED scramble.
ActiveSRED starts with repeat claimants that have real work history to connect and an internal owner ready to guide the review.
Strong first fit
Your team
- File SR&ED every year and repeatedly pull technical people into consultant interviews or retrospective time-allocation meetings
- Have useful evidence across issue trackers, source control, calendars, documents, messages, and meeting notes—but no single claim record
- Want employees to review their own proposed hours while a CTO, CFO, controller, or R&D lead owns completion across the company
Probably too early
Your team
- Are only trying to determine whether your company has ever done work that might qualify for SR&ED
- Expect unsupported estimates to become stronger merely because AI wrote the explanation
- Want a black-box workflow that publishes AI output without employee and claim-owner review
Source-grounded by design
Confidence should direct review—not replace it.
Loomantix builds AI for regulated professionals. Every product in the Active family runs on the same compliance foundation: SOC 2 Type II, HIPAA / PHIPA / GDPR / PIPEDA aligned, signed BAAs with every data-path vendor, continuous controls monitoring through SecureFrame.
A polished narrative is not enough. ActiveSRED is being built so the hours, summaries, and technical explanations in a claim package stay connected to the employee-reviewed work behind them. Every suggestion remains editable, and people confirm the final drafts.
- Trace the estimate
- Keep the work records and interview excerpts behind each proposed allocation close to the number they support.
- Focus human attention
- Use confidence to find ambiguity and missing context, never as a substitute for employee review.
- Record the decision
- Preserve corrections and confirmations so the final package reflects what people actually approved.
Questions
What to know before bringing SR&ED preparation in-house.
The first version is purpose-built for Canadian companies with an established claim cycle and a human-led review process.
Who is ActiveSRED for?
The first version is for Canadian companies that already prepare recurring SR&ED claims and want to bring more of the evidence collection, employee interviews, time reconstruction, and reporting work in-house.
Does ActiveSRED replace an SR&ED consultant?
ActiveSRED is being designed to bring much of the consultant-heavy preparation workflow—work-trail assembly, contributor interviews, follow-ups, and draft compilation—inside your company. It does not make the final eligibility decision, guarantee a tax credit, or choose your filing and review path.
What will the virtual SR&ED consultant do?
The planned virtual consultant is a conversational agent that will interview the engineer or manager who knows the project when connected records leave a gap. It will ask adaptive follow-up questions about the technical uncertainty, hypotheses, experiments, results, conclusions, contributors, and timing, then prepare the answers for human review.
What does an employee review?
A proposed breakdown of SR&ED-related hours, project allocation, supporting work records, interview context, generated rationale, and confidence flags. The employee can correct hours, add context, and confirm what moves into the final draft.
Can a Canadian company prepare its own SR&ED claim?
Yes. The CRA publishes a process for claimants to prepare their own claim. ActiveSRED focuses on drafting the work-history and reporting package for human review before the filing path the company chooses.
Where does human review happen?
At every handoff. Employees review and edit their proposed time and context. The claim owner reviews the consolidated company draft. ActiveSRED generates drafts; people confirm the final drafts.
Is ActiveSRED available today?
ActiveSRED is in development and opening an early-access group for repeat claimants. No public launch date or pricing has been announced.
Official process references: SR&ED eligibility , Form T661 project descriptions , and CRA review interviews .
Early access
Bring us your last SR&ED claim cycle.
We are starting with Canadian companies that have filed before. Tell us how you reconstruct employee hours and technical records today.
Prefer a conversation? Book a 20-minute working session