Neo.Tax is AI-driven tax-credit and tax-compliance automation for startups, accountants, controllers, and finance teams, not practitioner-facing legaltech. Current public materials center on eliminating interviews, connecting to operational data sources, and generating audit-ready R&D tax credit and software-capitalization outputs in days rather than months. Search results and partner pages reinforce the same buyer and workflow: startup finance teams and tax professionals using Neo.Tax to qualify, substantiate, and file R&D tax credits, sometimes through distribution or integration channels such as Mercury and Thomson Reuters ONESOURCE. It touches legal and regulatory rules, but the work being sold is tax automation and substantiation, not contract drafting, review, negotiation, or repository management. This is a real venture-backed tax-fintech company, but it does not belong in contract lifecycle.
Company Info
- Founded: 2019
- Team size: 11-50 employees
- Funding: $13M
- HQ: United States
- Sector: Transactions, Tax
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