Neo Tax
What it is
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
What We Haven’t Verified
This page was assembled from publicly available information. Feature claims and workflow mappings are based on what the vendor and third-party listings publish — not hands-on testing or practitioner feedback.
Integrations
Platforms Neo Tax integrates with. Depth — where curated — reflects how native the connection is. Uncurated entries render without a depth dot.
Deep — bi-directional API Medium — one-way sync / webhook Shallow — middleware / Zapier-class
Community ratings
Upcoming webinars
Alternatives
Other Contract Lifecycle vendors in the directory. "Compare" pages are editorial and coming as we build them.