GrantOps Case Study: $347K in R&D Credits Identified in 4 Hours

GrantOps identified about $347,000 in claimable R&D tax credits in four hours. GrantOps is an AI platform for Canadian SR&ED R&D tax credits and grant programs, and an AIDOLS venture built by the Toronto-headquartered AI engineering firm at 100 Hayden St. It connects to the engineering and finance tools a company already uses, finds the R&D work that qualifies, and drafts the claim with the evidence attached, so the team reviews a finished package instead of reconstructing a year of work from memory.

Companies doing real R&D in healthcare, SaaS, and manufacturing were leaving credits unclaimed because the claim process is slow, manual, and specialized. Traditional grant consultants charge a contingency fee on the credit and need months of client time, because the evidence has to be assembled after the fact.

Key pain points:

1. Discovery gap — eligible programs and activities went unidentified
2. Time investment — key team members pulled from core work for months
3. High fees — contingency fees significantly reduced the net benefit
4. Compliance complexity — CRA forms, technical narratives, and documentation required specialized expertise
5. No ongoing support — traditional consultants provided a one-time service with no continuous monitoring

GrantOps automates the claim lifecycle, from discovery to documentation, with a person reviewing every output:

1. Discovery Engine — scans federal, provincial, and municipal programs and matches them to the company's profile and R&D activity
2. Eligibility Analysis — reviews code commits, project documentation, and R&D patterns against the SR&ED criteria
3. Documentation Generation — drafts the CRA T661 form, the technical narrative, and audit-ready supporting evidence
4. Integrations — connects to GitHub, Jira, Asana, QuickBooks, and other common engineering and finance tools
5. Continuous Monitoring — multi-year claim tracking, new-opportunity detection, and ongoing compliance support

GrantOps identified about $347,000 in claimable R&D tax credits in four hours.

The work that usually takes months, finding the qualifying activity, tying it to evidence, and drafting the narrative, was compressed into a single working session because the evidence already lived in the company's tools. The company's own team reviewed the output before anything was submitted.

Step 1: Connect & Sync

Integrations:

• GitHub repositories for code analysis
• Jira/Asana for project tracking
• Slack for team communication
• Database and accounting systems for expenditure tracking

Automatic Data Flow:

• Ongoing synchronization
• No manual data entry required
• Continuous updates as projects evolve

Step 2: AI Deep Scan

ML Analysis:

• Code commit analysis for R&D patterns
• Project documentation review
• Technological uncertainty assessment
• Systematic investigation verification

Eligibility Scoring:

• Activity-level scores against the SR&ED criteria
• The evidence behind each score, shown to the reviewer
• Risk flags for audit readiness

Step 3: Auto-Generate Documentation

Application Package:

• T661 tax forms (CRA format)
• Technical narratives
• Supporting evidence (charts, metrics, documentation)
• Audit-ready formatting

Quality Assurance:

• Automated compliance checking
• CRA requirement validation
• Human review before submission

Step 4: Continuous Monitoring

Ongoing:

• Automatic opportunity discovery
• Multi-year claim tracking
• Claim status tracking
• Audit support if needed

Data Protection

• SOC 2-aligned controls
• Encryption in transit and at rest
• Handling in line with Canadian privacy law (PIPEDA)

Audit Readiness

• Complete documentation trail
• CRA-format T661 forms and technical narratives
• Supporting evidence retained with each claim
• Multi-year tracking

For Businesses

1. Most of the cost of a claim is evidence gathering, and that is the part software automates best
2. Contemporaneous records make claims faster to prepare and easier to defend
3. Continuous monitoring catches opportunities a one-time engagement misses
4. Multi-year tracking maximizes long-term value
5. A human still reviews the claim: automation drafts, people decide

For Consulting Firms

1. Automation shifts consultant time from data gathering to review and advice
2. Capacity grows without adding headcount
3. Clients get evidence-backed claims instead of reconstructed ones

GrantOps changes how businesses access non-dilutive capital by automating the evidence gathering and documentation that made claims slow and expensive. The headline result: GrantOps identified about $347,000 in claimable R&D tax credits in four hours.

It is also an example of how AIDOLS works with clients: map where the time actually goes, then automate the parts that are software problems, with AI only where it pays.

GrantOps is an AIDOLS venture: an AI platform for grant applications and non-dilutive capital management that discovers, qualifies, and documents R&D tax credit and grant claims with a person reviewing every output.

Key Features:

• Grant and program discovery and qualification
• AI-drafted documentation
• Integrations with common engineering and finance tools
• Continuous monitoring and multi-year tracking
• SOC 2-aligned controls

Industries Served:

• Healthcare & Medical
• SaaS & Technology
• Manufacturing
• And more

Want to see where your own team's time goes? AIDOLS maps one workflow and tells you whether it needs software, a process change, or AI: get a free workflow map, book a 15-minute call, or learn more about GrantOps.